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
876
$1.19K 0.01%
20,961
-850
877
$1.19K 0.01%
28,085
-51,700
878
$1.18K 0.01%
12,950
879
$1.18K 0.01%
49,025
-17,100
880
$1.18K 0.01%
21,900
+350
881
$1.18K 0.01%
42,539
-1,778
882
$1.17K 0.01%
24,564
-30,605
883
$1.17K 0.01%
13,510
884
$1.17K 0.01%
60,886
+40,000
885
$1.16K 0.01%
49,983
-1,866
886
$1.16K 0.01%
21,600
+14,560
887
$1.15K 0.01%
62,503
+2,004
888
$1.15K 0.01%
29,460
-5,900
889
$1.15K 0.01%
91,021
-15,482
890
$1.14K 0.01%
200,000
-9,700
891
$1.14K 0.01%
117,183
-4,835
892
$1.14K 0.01%
112,733
-5,300
893
$1.13K 0.01%
46,817
+7,000
894
$1.13K 0.01%
98,138
-36,213
895
$1.13K 0.01%
12,900
-2,500
896
$1.12K 0.01%
16,490
+410
897
$1.12K 0.01%
38,214
+1,839
898
$1.12K 0.01%
23,268
-3,800
899
$1.12K 0.01%
5,715
-3,700
900
$1.12K 0.01%
47,295
-6,700
34 35
36
37 38