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
551
$3.56K 0.02%
189,141
+2,547
552
$3.56K 0.02%
20,457
-4,500
553
$3.56K 0.02%
11,280
-1,300
554
$3.54K 0.02%
190,671
-211,433
555
$3.51K 0.02%
153,665
-2,400
556
$3.51K 0.02%
153,362
+11,227
557
$3.5K 0.02%
67,000
-11,900
558
$3.5K 0.02%
18,710
-2,600
559
$3.5K 0.02%
26,810
-4,800
560
$3.49K 0.02%
244,370
-119,999
561
$3.49K 0.02%
39,650
562
$3.48K 0.02%
71,363
-5,075
563
$3.48K 0.02%
94,524
+1,906
564
$3.47K 0.02%
46,820
-5,205
565
$3.46K 0.02%
108,091
-23,530
566
$3.46K 0.02%
109,355
-4,476
567
$3.44K 0.02%
16,774
-1,400
568
$3.44K 0.02%
135,600
+135,000
569
$3.43K 0.02%
139,360
-13,840
570
$3.4K 0.02%
90,982
-3,188
571
$3.4K 0.02%
249,805
+102,785
572
$3.39K 0.02%
99,140
+83,400
573
$3.37K 0.02%
138,175
574
$3.37K 0.02%
53,020
-3,000
575
$3.37K 0.02%
18,771
-2,500
21 22
23
24 25