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
826
$1.35K 0.01%
28,350
-735
827
$1.35K 0.01%
46,097
-1,167
828
$1.35K 0.01%
108,693
-3,296
829
$1.35K 0.01%
21,070
-3,200
830
$1.34K 0.01%
31,235
-10,600
831
$1.33K 0.01%
60,250
832
$1.32K 0.01%
40,664
-1,700
833
$1.32K 0.01%
26,112
-14,901
834
$1.31K 0.01%
108,666
-8,909
835
$1.31K 0.01%
114,270
-1,285
836
$1.3K 0.01%
29,730
-3,100
837
$1.3K 0.01%
15,681
-1,642
838
$1.3K 0.01%
69,595
-1,554
839
$1.3K 0.01%
16,750
840
$1.3K 0.01%
123,014
-377
841
$1.3K 0.01%
22,300
-1,800
842
$1.3K 0.01%
105,500
843
$1.3K 0.01%
+26,461
844
$1.3K 0.01%
85,066
-4,000
845
$1.29K 0.01%
34,490
846
$1.29K 0.01%
72,442
+8,954
847
$1.29K 0.01%
58,742
-1,323
848
$1.29K 0.01%
32,015
-7,815
849
$1.29K 0.01%
26,550
+560
850
$1.28K 0.01%
25,820
32 33
34
35 36