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
976
$900 0.01%
33,480
-6,600
977
$897 0.01%
21,800
978
$881 0.01%
1,321
-1,953
979
$879 0.01%
17,291
980
$872 0.01%
17,000
-12,189
981
$871 0.01%
24,206
982
$866 0.01%
21,650
-1,295
983
$860 0.01%
24,946
-300
984
$860 0.01%
4,307
-100
985
$860 0.01%
15,650
+480
986
$856 0.01%
18,140
987
$852 0.01%
57,768
+30,000
988
$851 0.01%
11,770
+2,050
989
$848 0.01%
14,900
-1,200
990
$844 0.01%
13,530
-2,700
991
$844 0.01%
18,688
992
$843 0.01%
710
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993
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10,000
994
$842 0.01%
18,955
995
$841 0.01%
32,178
-1,578
996
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3,275
-525
997
$838 0.01%
29,455
998
$835 0.01%
19,300
999
$830 0.01%
12,580
+3,000
1000
$821 0.01%
17,020
38 39
40
41 42