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
1026
$750 ﹤0.01%
15,200
1027
$748 ﹤0.01%
26,400
1028
$743 ﹤0.01%
20,000
1029
$743 ﹤0.01%
7,227
-3,600
1030
$743 ﹤0.01%
5,000
1031
$741 ﹤0.01%
13,350
-4,300
1032
$737 ﹤0.01%
1,085
-100
1033
$732 ﹤0.01%
4,350
-100
1034
$726 ﹤0.01%
2,500
-1,400
1035
$725 ﹤0.01%
12,344
-3,333
1036
$722 ﹤0.01%
13,127
-596
1037
$720 ﹤0.01%
15,817
-2,700
1038
$719 ﹤0.01%
4,560
1039
$718 ﹤0.01%
41,854
-2,196
1040
$717 ﹤0.01%
8,658
+950
1041
$713 ﹤0.01%
23,400
-2,700
1042
$710 ﹤0.01%
44,717
-1,733
1043
$705 ﹤0.01%
18,600
1044
$704 ﹤0.01%
8,026
1045
$698 ﹤0.01%
35,400
1046
$689 ﹤0.01%
6,000
1047
$688 ﹤0.01%
10,850
-3,600
1048
$686 ﹤0.01%
34,150
-14,200
1049
$686 ﹤0.01%
12,500
-1,015
1050
$685 ﹤0.01%
7,010
40 41
42
43 44