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
2151
$18 ﹤0.01%
+260
2152
$18 ﹤0.01%
380
2153
$18 ﹤0.01%
+900
2154
$17 ﹤0.01%
203
2155
$17 ﹤0.01%
600
2156
$17 ﹤0.01%
400
2157
$17 ﹤0.01%
100
2158
$17 ﹤0.01%
850
2159
$17 ﹤0.01%
450
2160
$17 ﹤0.01%
2,795
2161
$16 ﹤0.01%
580
2162
$16 ﹤0.01%
2,280
2163
$16 ﹤0.01%
700
2164
$16 ﹤0.01%
500
2165
$16 ﹤0.01%
500
2166
$16 ﹤0.01%
1,000
2167
$15 ﹤0.01%
1,745
2168
$15 ﹤0.01%
560
2169
$15 ﹤0.01%
620
2170
$15 ﹤0.01%
1,000
2171
$15 ﹤0.01%
1,000
2172
$15 ﹤0.01%
4,852
2173
$15 ﹤0.01%
150
2174
$15 ﹤0.01%
300
+130
2175
$15 ﹤0.01%
605
-1,100