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
201
$14.2K 0.09%
163,896
+52,543
202
$14.2K 0.09%
86,570
-9,182
203
$14.1K 0.09%
222,676
-4,157
204
$14.1K 0.09%
262,419
-34,464
205
$14K 0.09%
236,237
+48,960
206
$13.8K 0.09%
91,089
+1,103
207
$13.7K 0.09%
228,511
-52,381
208
$13.7K 0.09%
440,750
-15,000
209
$13.6K 0.08%
97,093
-11,525
210
$13.6K 0.08%
25,650
-9,886
211
$13.5K 0.08%
70,603
-7,810
212
$13.4K 0.08%
163,101
-4,975
213
$13.4K 0.08%
172,345
-4,115
214
$13.4K 0.08%
199,100
215
$13.3K 0.08%
46,955
-3,200
216
$13.3K 0.08%
69,505
-24,537
217
$13.3K 0.08%
224,298
-74,300
218
$13K 0.08%
136,951
-1,600
219
$13K 0.08%
60,165
-49,996
220
$13K 0.08%
130,880
-560
221
$13K 0.08%
303,148
-18,315
222
$13K 0.08%
52,037
-5,800
223
$12.9K 0.08%
96,607
-40,372
224
$12.9K 0.08%
211,471
-45,699
225
$12.8K 0.08%
185,660
-11,000
7 8
9
10 11