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
626
$2.77K 0.02%
30,690
-445
627
$2.77K 0.02%
87,370
-260
628
$2.76K 0.02%
86,140
629
$2.75K 0.02%
43,542
-700
630
$2.75K 0.02%
28,100
-500
631
$2.75K 0.02%
47,555
632
$2.74K 0.02%
48,639
-4,545
633
$2.72K 0.02%
7,735
-3,000
634
$2.71K 0.02%
125,200
-10,115
635
$2.7K 0.02%
58,825
-3,400
636
$2.68K 0.02%
26,900
637
$2.68K 0.02%
44,343
-30,049
638
$2.66K 0.02%
27,900
-28,250
639
$2.65K 0.02%
34,700
-3,050
640
$2.65K 0.02%
16,750
-6,500
641
$2.63K 0.02%
82,545
-10,555
642
$2.63K 0.02%
68,425
-5,749
643
$2.62K 0.02%
33,880
-1,300
644
$2.62K 0.02%
80,623
+28,090
645
$2.62K 0.02%
52,523
+35,923
646
$2.62K 0.02%
54,667
-3,061
647
$2.6K 0.02%
41,445
-12,715
648
$2.6K 0.02%
34,400
-5,400
649
$2.6K 0.02%
79,460
-14,854
650
$2.59K 0.02%
21,440
-2,950
24 25
26
27 28