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
901
$1.11K 0.01%
36,748
+27,448
902
$1.11K 0.01%
25,524
-6,280
903
$1.11K 0.01%
48,171
-2,043
904
$1.11K 0.01%
50,290
-535
905
$1.09K 0.01%
14,717
906
$1.09K 0.01%
58,913
-5,864
907
$1.09K 0.01%
11,670
-2,200
908
$1.09K 0.01%
22,200
+2,000
909
$1.08K 0.01%
16,000
-10,495
910
$1.07K 0.01%
20,750
-10,005
911
$1.07K 0.01%
60,860
-2,424
912
$1.07K 0.01%
11,520
-3,400
913
$1.07K 0.01%
47,120
-14,400
914
$1.06K 0.01%
13,722
-4,208
915
$1.06K 0.01%
10,509
-368
916
$1.06K 0.01%
6,600
917
$1.05K 0.01%
12,840
918
$1.05K 0.01%
10,150
919
$1.05K 0.01%
11,557
-600
920
$1.04K 0.01%
27,964
-1,453
921
$1.04K 0.01%
16,300
922
$1.04K 0.01%
17,200
-3,800
923
$1.04K 0.01%
56,490
-4,451
924
$1.03K 0.01%
4,025
-12,100
925
$1.03K 0.01%
26,655
+300
35 36
37
38 39