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
726
$1.92K 0.01%
25,410
-4,700
727
$1.9K 0.01%
39,100
728
$1.9K 0.01%
42,008
+3,395
729
$1.89K 0.01%
30,750
-905
730
$1.88K 0.01%
51,420
+4,200
731
$1.87K 0.01%
8,500
-7,300
732
$1.86K 0.01%
79,031
-5,043
733
$1.86K 0.01%
29,520
-1,100
734
$1.84K 0.01%
1,805
-700
735
$1.84K 0.01%
20,200
736
$1.84K 0.01%
75,000
-2,800
737
$1.83K 0.01%
39,854
-14,132
738
$1.83K 0.01%
16,000
-1,500
739
$1.82K 0.01%
35,290
-1,200
740
$1.81K 0.01%
39,850
-11,200
741
$1.8K 0.01%
151,481
+3,155
742
$1.8K 0.01%
35,688
-1,235
743
$1.79K 0.01%
20,200
-3,300
744
$1.79K 0.01%
40,300
-21,600
745
$1.79K 0.01%
19,910
-300
746
$1.79K 0.01%
7,010
747
$1.77K 0.01%
23,500
-4,200
748
$1.77K 0.01%
47,755
-383
749
$1.77K 0.01%
11,485
-800
750
$1.77K 0.01%
75,360
28 29
30
31 32