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
151
$20.8K 0.13%
321,747
+1,244
152
$20.7K 0.13%
102,786
+2,312
153
$20.6K 0.13%
74,835
+4,941
154
$20.4K 0.13%
97,771
-7,284
155
$20.3K 0.13%
37,000
-2,305
156
$20.2K 0.13%
85,281
-10,844
157
$20.2K 0.13%
107,843
-4,570
158
$20K 0.12%
97,136
-7,253
159
$19.9K 0.12%
167,785
-17,020
160
$19.9K 0.12%
14,373
-2,331
161
$19.9K 0.12%
42,255
-2,505
162
$19.6K 0.12%
68,155
-8,800
163
$19.1K 0.12%
261,562
-41,580
164
$19K 0.12%
127,962
-2,067
165
$18.5K 0.12%
101,520
-8,373
166
$18K 0.11%
525,880
-24,960
167
$17.7K 0.11%
93,977
-6,565
168
$17.5K 0.11%
458,441
-22,118
169
$17.5K 0.11%
137,826
-3,748
170
$17.5K 0.11%
80,528
-4,021
171
$17.4K 0.11%
37,777
-2,193
172
$17.3K 0.11%
382,280
-42,156
173
$17.1K 0.11%
221,516
-21,811
174
$17.1K 0.11%
198,968
-17,141
175
$17K 0.11%
58,309
-5,060
5 6
7
8 9