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
951
$963 0.01%
31,700
-2,000
952
$961 0.01%
19,000
-1,950
953
$961 0.01%
80,094
-4,157
954
$961 0.01%
80,000
-16,400
955
$946 0.01%
27,900
956
$943 0.01%
40,127
-1,800
957
$941 0.01%
13,100
-14,400
958
$940 0.01%
9,620
-21,902
959
$936 0.01%
30,650
960
$933 0.01%
11,960
961
$931 0.01%
10,430
962
$929 0.01%
5,589
-1,125
963
$929 0.01%
25,450
964
$927 0.01%
14,275
-4,225
965
$927 0.01%
20,217
-3,900
966
$925 0.01%
3,817
-100
967
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11,440
-1,410
968
$920 0.01%
23,850
969
$917 0.01%
98,297
-5,780
970
$917 0.01%
27,100
+700
971
$911 0.01%
16,730
972
$908 0.01%
10,260
+60
973
$906 0.01%
11,960
974
$904 0.01%
6,240
975
$902 0.01%
18,100
-2,900
37 38
39
40 41