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
651
$2.58K 0.02%
11,220
-2,305
652
$2.58K 0.02%
7,348
-352
653
$2.56K 0.02%
34,505
-1,700
654
$2.54K 0.02%
32,800
-2,800
655
$2.52K 0.02%
92,658
-4,051
656
$2.51K 0.02%
19,870
-10,544
657
$2.51K 0.02%
13,430
-800
658
$2.51K 0.02%
30,600
+2,440
659
$2.5K 0.02%
258,450
+250,000
660
$2.49K 0.02%
34,298
-1,500
661
$2.47K 0.02%
16,650
+770
662
$2.47K 0.02%
41,420
-4,000
663
$2.47K 0.02%
154,655
-5,355
664
$2.45K 0.02%
39,438
+37,438
665
$2.45K 0.02%
7,076
666
$2.44K 0.02%
17,950
-5,700
667
$2.43K 0.02%
77,246
-3,246
668
$2.42K 0.02%
52,875
-5,200
669
$2.42K 0.02%
16,495
-10,200
670
$2.4K 0.01%
123,685
671
$2.39K 0.01%
70,920
-2,000
672
$2.38K 0.01%
58,935
-10
673
$2.36K 0.01%
48,450
+5,000
674
$2.36K 0.01%
74,970
-12,800
675
$2.35K 0.01%
17,660
-3,800
25 26
27
28 29