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
51
$59.1K 0.37%
1,240,360
+99,110
52
$58.9K 0.37%
199,869
-29,410
53
$58.4K 0.36%
72,728
-3,615
54
$56.7K 0.35%
143,425
-173
55
$55.7K 0.35%
994,356
-191,741
56
$55.6K 0.35%
336,258
+32,421
57
$54.9K 0.34%
524,266
-94,976
58
$53.6K 0.33%
244,402
-37,242
59
$53.5K 0.33%
224,960
-23,114
60
$52.6K 0.33%
72,964
+17,177
61
$52.5K 0.33%
217,102
-9,000
62
$52.1K 0.33%
419,880
-53,216
63
$52K 0.32%
1,148,731
-27,402
64
$48.8K 0.3%
261,906
-14,447
65
$48.8K 0.3%
199,790
-7,269
66
$48.2K 0.3%
681,686
-74,232
67
$47.9K 0.3%
336,418
-24,294
68
$46.7K 0.29%
509,345
-93,795
69
$46.5K 0.29%
131,715
+14,434
70
$46K 0.29%
211,378
+34,117
71
$44.1K 0.28%
444,543
-37,185
72
$43.9K 0.27%
657,096
-12,064
73
$43.9K 0.27%
392,407
-38,194
74
$43.3K 0.27%
1,350,816
-102,561
75
$43.2K 0.27%
113,127
-18,655
1 2
3
4 5