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
801
$1.51K 0.01%
6,620
802
$1.51K 0.01%
36,087
-1,720
803
$1.5K 0.01%
22,434
-1,093
804
$1.49K 0.01%
16,300
805
$1.49K 0.01%
27,773
-55
806
$1.49K 0.01%
60,120
807
$1.49K 0.01%
29,820
-5,370
808
$1.48K 0.01%
25,600
-12,160
809
$1.47K 0.01%
62,920
+45,661
810
$1.47K 0.01%
84,210
-31,620
811
$1.46K 0.01%
69,175
+7,910
812
$1.45K 0.01%
21,500
813
$1.44K 0.01%
54,946
-8,940
814
$1.44K 0.01%
51,425
-2,715
815
$1.44K 0.01%
53,700
816
$1.41K 0.01%
42,820
+620
817
$1.41K 0.01%
49,756
-4,020
818
$1.41K 0.01%
24,734
-2,460
819
$1.41K 0.01%
8,939
-19,100
820
$1.41K 0.01%
51,945
-1,223
821
$1.39K 0.01%
26,636
+150
822
$1.38K 0.01%
7,400
+400
823
$1.38K 0.01%
14,645
-400
824
$1.37K 0.01%
362,208
+20,000
825
$1.36K 0.01%
3,000
31 32
33
34 35