Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$25.1K
2
+$17.4K
3
+$12.4K
4
ALSN icon
Allison Transmission
ALSN
+$8.53K
5
CAT icon
Caterpillar
CAT
+$7.42K

Top Sells

1
+$82.9K
2
+$57.3K
3
+$25.3K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.1K
5
JNJ icon
Johnson & Johnson
JNJ
+$21.8K

Sector Composition

1 Technology 19.96%
2 Healthcare 11.86%
3 Financials 11.67%
4 Consumer Discretionary 9.16%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.92K 0.02%
29,727
-8,050
527
$3.91K 0.02%
35,453
-4,467
528
$3.9K 0.02%
129,287
-11,781
529
$3.88K 0.02%
39,318
+1,857
530
$3.86K 0.02%
107,120
-17,330
531
$3.81K 0.02%
162,542
+160,442
532
$3.8K 0.02%
52,428
-9,700
533
$3.8K 0.02%
24,100
+16,900
534
$3.79K 0.02%
123,450
-33,280
535
$3.74K 0.02%
63,500
-1,145
536
$3.74K 0.02%
42,710
-3,000
537
$3.73K 0.02%
25,830
+21,500
538
$3.73K 0.02%
15,800
-100
539
$3.73K 0.02%
27,709
-6,609
540
$3.73K 0.02%
35,800
+34,600
541
$3.72K 0.02%
169,460
+159,060
542
$3.7K 0.02%
113,933
-8,236
543
$3.65K 0.02%
79,771
-225
544
$3.65K 0.02%
7,865
-1,220
545
$3.61K 0.02%
59,762
-3,688
546
$3.61K 0.02%
14,750
+12,800
547
$3.61K 0.02%
19,935
548
$3.6K 0.02%
58,200
-93,702
549
$3.6K 0.02%
68,290
-3,200
550
$3.58K 0.02%
62,934
-846
20 21
22
23 24