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
76
$43.1K 0.27%
179,729
-8,295
77
$42.9K 0.27%
206,407
-16,475
78
$41.4K 0.26%
636,690
-19,870
79
$41.4K 0.26%
249,396
-27,732
80
$41K 0.26%
108,003
-12,953
81
$40.3K 0.25%
63,823
-2,886
82
$37.8K 0.24%
479,800
83
$37.8K 0.24%
443,343
-28,809
84
$37.4K 0.23%
17,100
-1,449
85
$37.3K 0.23%
121,716
-8,307
86
$37.1K 0.23%
509,248
+37,264
87
$36K 0.22%
87,773
-20,815
88
$35.7K 0.22%
562,900
89
$35.3K 0.22%
580,154
+34,243
90
$34.9K 0.22%
506,606
-67,093
91
$33.9K 0.21%
170,512
-5,975
92
$33.4K 0.21%
140,757
-23,903
93
$33.3K 0.21%
91,779
-997
94
$33.1K 0.21%
236,379
-41,406
95
$33K 0.21%
253,177
-10,006
96
$32.7K 0.2%
37,419
-2,333
97
$32.4K 0.2%
313,229
-16,565
98
$32.3K 0.2%
107,530
-9,505
99
$32.1K 0.2%
168,041
-17,082
100
$31.7K 0.2%
109,513
-50,404
2 3
4
5 6