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
101
$31K 0.19%
371,910
-42,205
102
$30.5K 0.19%
454,603
-21,807
103
$30.4K 0.19%
487,231
-33,035
104
$30.2K 0.19%
529,956
+12,255
105
$30.1K 0.19%
87,034
+15,380
106
$29.6K 0.19%
114,118
-5,305
107
$29.1K 0.18%
65,683
-6,828
108
$29.1K 0.18%
130,052
-9,230
109
$28.9K 0.18%
106,124
-18,529
110
$28.5K 0.18%
406,258
-20,510
111
$28.1K 0.18%
106,045
-3,810
112
$27.2K 0.17%
489,763
-75,295
113
$26.9K 0.17%
90,066
-4,373
114
$26.7K 0.17%
277,463
-27,473
115
$26.7K 0.17%
83,849
+3,315
116
$26.1K 0.16%
278,298
-19,210
117
$26K 0.16%
862,721
-12,656
118
$25.7K 0.16%
165,956
+5,476
119
$25.6K 0.16%
170,345
-42,387
120
$25.5K 0.16%
180,066
-23,508
121
$25.3K 0.16%
298,164
-103,719
122
$25.3K 0.16%
179,951
-10,077
123
$25.3K 0.16%
102,425
-628
124
$25.1K 0.16%
549,740
+1,530
125
$24.8K 0.16%
339,046
-15,998
3 4
5
6 7