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
126
$24.7K 0.15%
258,552
-10,980
127
$24.6K 0.15%
651,570
+29,100
128
$24.5K 0.15%
256,984
-26,899
129
$24.5K 0.15%
64,720
-18,424
130
$24.4K 0.15%
168,684
-7,546
131
$24.4K 0.15%
141,805
-2,460
132
$24.4K 0.15%
511,382
-17,140
133
$24.2K 0.15%
45,417
-2,116
134
$23.8K 0.15%
292,417
-30,317
135
$23.4K 0.15%
219,246
-13,100
136
$23.4K 0.15%
281,630
-18,242
137
$23.4K 0.15%
346,371
-29,897
138
$22.9K 0.14%
694,096
+196,956
139
$22.5K 0.14%
252,414
-17,585
140
$22.4K 0.14%
108,586
+4,558
141
$22K 0.14%
60,581
-5,733
142
$21.9K 0.14%
90,379
+71,662
143
$21.9K 0.14%
130,004
-5,909
144
$21.8K 0.14%
366,263
+4,811
145
$21.7K 0.14%
220,867
-12,896
146
$21.3K 0.13%
100,074
-8,630
147
$21.2K 0.13%
107,160
-18,261
148
$21.2K 0.13%
389,800
149
$21.1K 0.13%
66,066
-7,859
150
$21K 0.13%
142,097
-5,787
4 5
6
7 8