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
676
$2.34K 0.01%
105,186
-26,282
677
$2.33K 0.01%
30,181
-1,856
678
$2.33K 0.01%
20,125
-5,345
679
$2.3K 0.01%
11,162
-15,604
680
$2.27K 0.01%
71,195
-14,628
681
$2.27K 0.01%
17,480
-9,005
682
$2.25K 0.01%
+74,239
683
$2.24K 0.01%
63,750
+50,781
684
$2.24K 0.01%
45,022
-3,466
685
$2.23K 0.01%
28,456
-1,285
686
$2.22K 0.01%
15,957
-331
687
$2.22K 0.01%
13,112
-17,900
688
$2.21K 0.01%
28,070
+270
689
$2.21K 0.01%
83,410
-600
690
$2.2K 0.01%
127,176
-26,300
691
$2.19K 0.01%
10,650
-600
692
$2.17K 0.01%
20,038
-1,600
693
$2.16K 0.01%
7,630
-200
694
$2.15K 0.01%
+79,312
695
$2.14K 0.01%
27,109
-1,330
696
$2.14K 0.01%
35,496
-40,000
697
$2.14K 0.01%
127,500
698
$2.13K 0.01%
36,700
-102,226
699
$2.13K 0.01%
12,160
-28,890
700
$2.12K 0.01%
8,300
26 27
28
29 30