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
701
$2.11K 0.01%
50,000
-3,300
702
$2.09K 0.01%
15,869
-200
703
$2.08K 0.01%
18,273
704
$2.07K 0.01%
29,379
-6,725
705
$2.06K 0.01%
50,610
+43,800
706
$2.05K 0.01%
6,800
+800
707
$2.04K 0.01%
60,700
-2,200
708
$2.04K 0.01%
110,238
+2,564
709
$2.03K 0.01%
25,230
710
$2.02K 0.01%
35,987
-2,719
711
$2.02K 0.01%
12,550
712
$2.01K 0.01%
50,260
-3,600
713
$2.01K 0.01%
24,407
-11,000
714
$2K 0.01%
31,043
-1,962
715
$1.98K 0.01%
110,775
-2,283
716
$1.98K 0.01%
13,140
-1,070
717
$1.97K 0.01%
70,425
-40,700
718
$1.97K 0.01%
20,900
-2,195
719
$1.96K 0.01%
5,075
-15,865
720
$1.96K 0.01%
10,080
-4,300
721
$1.95K 0.01%
14,810
+565
722
$1.94K 0.01%
13,101
-3,665
723
$1.93K 0.01%
2,999
-100
724
$1.93K 0.01%
54,825
+6,990
725
$1.93K 0.01%
69,324
-3,709
27 28
29
30 31