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
2026
$34 ﹤0.01%
1,500
2027
$34 ﹤0.01%
+500
2028
$33 ﹤0.01%
955
2029
$33 ﹤0.01%
171
-500
2030
$33 ﹤0.01%
1,290
2031
$33 ﹤0.01%
+350
2032
$33 ﹤0.01%
1,400
-3,000
2033
$32 ﹤0.01%
+510
2034
$32 ﹤0.01%
1,410
2035
$32 ﹤0.01%
100
2036
$32 ﹤0.01%
2,220
-5,400
2037
$32 ﹤0.01%
+610
2038
$31 ﹤0.01%
+7
2039
$31 ﹤0.01%
670
-3,750
2040
$31 ﹤0.01%
1,095
-3,650
2041
$31 ﹤0.01%
2,055
2042
$31 ﹤0.01%
1,000
2043
$30 ﹤0.01%
430
2044
$30 ﹤0.01%
1,830
2045
$30 ﹤0.01%
4,480
2046
$30 ﹤0.01%
1,400
2047
$30 ﹤0.01%
810
2048
$30 ﹤0.01%
1,378
2049
$30 ﹤0.01%
560
+260
2050
$30 ﹤0.01%
350
-215
80 81
82
83 84