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
926
$1.03K 0.01%
35,544
-15
927
$1.02K 0.01%
33,787
-2,735
928
$1.02K 0.01%
1,999
-13,244
929
$1.02K 0.01%
+10,500
930
$1.02K 0.01%
11,300
931
$1.02K 0.01%
2,795
+45
932
$1.01K 0.01%
17,800
933
$1.01K 0.01%
54,020
934
$1K 0.01%
16,095
-11,875
935
$1K 0.01%
26,100
-5,000
936
$992 0.01%
57,040
-2,769
937
$991 0.01%
32,275
938
$991 0.01%
1,513
-366
939
$990 0.01%
12,255
940
$989 0.01%
52,855
-2,368
941
$985 0.01%
22,910
-1,900
942
$982 0.01%
53,617
-680
943
$980 0.01%
53,100
-16,000
944
$979 0.01%
25,150
945
$974 0.01%
12,484
-1,500
946
$969 0.01%
9,800
947
$969 0.01%
31,840
-160
948
$969 0.01%
99,380
-3,128
949
$964 0.01%
29,390
-5,400
950
$964 0.01%
62,950
-20,420
36 37
38
39 40