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
1051
$685 ﹤0.01%
21,400
-500
1052
$680 ﹤0.01%
11,220
-2,200
1053
$680 ﹤0.01%
5,250
-4,700
1054
$680 ﹤0.01%
22,681
-3
1055
$678 ﹤0.01%
12,650
-2,000
1056
$677 ﹤0.01%
4,180
+80
1057
$675 ﹤0.01%
29,923
1058
$673 ﹤0.01%
17,600
+7,200
1059
$670 ﹤0.01%
26,970
1060
$663 ﹤0.01%
24,653
1061
$660 ﹤0.01%
12,800
-11,400
1062
$659 ﹤0.01%
28,701
-72,110
1063
$658 ﹤0.01%
25,650
-7,700
1064
$658 ﹤0.01%
10,360
-2,200
1065
$656 ﹤0.01%
18,850
-2,500
1066
$654 ﹤0.01%
13,500
1067
$650 ﹤0.01%
32,264
-2,700
1068
$647 ﹤0.01%
26,210
-6,325
1069
$644 ﹤0.01%
8,472
1070
$641 ﹤0.01%
15,899
-200
1071
$635 ﹤0.01%
16,510
+2,000
1072
$633 ﹤0.01%
20,780
-400
1073
$632 ﹤0.01%
16,500
-5,400
1074
$630 ﹤0.01%
5,590
-3,900
1075
$627 ﹤0.01%
10,280
41 42
43
44 45