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
576
$3.36K 0.02%
54,355
+45,000
577
$3.34K 0.02%
62,900
-37,200
578
$3.34K 0.02%
46,200
+20,200
579
$3.33K 0.02%
71,228
-3,330
580
$3.29K 0.02%
62,541
-1,805
581
$3.28K 0.02%
18,420
582
$3.26K 0.02%
24,080
-10,550
583
$3.25K 0.02%
15,319
-2,100
584
$3.23K 0.02%
22,125
+21,425
585
$3.22K 0.02%
120,502
-1,287
586
$3.21K 0.02%
64,300
-6,400
587
$3.18K 0.02%
54,568
+7,933
588
$3.18K 0.02%
115,651
+29,401
589
$3.16K 0.02%
93,969
-17,243
590
$3.15K 0.02%
43,000
591
$3.13K 0.02%
118,834
+101,134
592
$3.13K 0.02%
28,425
+18,700
593
$3.12K 0.02%
39,550
-6,000
594
$3.11K 0.02%
13,120
-280
595
$3.09K 0.02%
64,840
-4,430
596
$3.09K 0.02%
291,517
+992
597
$3.08K 0.02%
47,000
598
$3.08K 0.02%
28,877
+25,000
599
$3.07K 0.02%
58,729
-12,123
600
$3.06K 0.02%
36,415
22 23
24
25 26