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
776
$1.63K 0.01%
+94,430
777
$1.63K 0.01%
26,234
-5,907
778
$1.63K 0.01%
11,125
-1,315
779
$1.63K 0.01%
40,310
780
$1.63K 0.01%
118,582
+9,254
781
$1.61K 0.01%
+65,800
782
$1.6K 0.01%
6,835
-800
783
$1.6K 0.01%
119,050
784
$1.59K 0.01%
15,481
+8,362
785
$1.59K 0.01%
135,336
-4,722
786
$1.58K 0.01%
30,570
787
$1.56K 0.01%
19,275
-8,400
788
$1.56K 0.01%
24,525
789
$1.55K 0.01%
62,400
-9,600
790
$1.55K 0.01%
84,958
-1,633
791
$1.55K 0.01%
15,000
792
$1.55K 0.01%
11,545
-5,300
793
$1.55K 0.01%
66,410
-22,690
794
$1.54K 0.01%
44,931
-16,442
795
$1.53K 0.01%
11,160
796
$1.53K 0.01%
44,026
-1,971
797
$1.52K 0.01%
12,520
-150
798
$1.52K 0.01%
166,100
-26,500
799
$1.52K 0.01%
8,075
-200
800
$1.51K 0.01%
27,010
30 31
32
33 34