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
1076
$625 ﹤0.01%
3,610
1077
$622 ﹤0.01%
19,909
-1,100
1078
$621 ﹤0.01%
10,850
-7,810
1079
$619 ﹤0.01%
2,309
-249
1080
$618 ﹤0.01%
6,800
1081
$614 ﹤0.01%
7,485
1082
$613 ﹤0.01%
16,550
-680
1083
$611 ﹤0.01%
10,100
1084
$606 ﹤0.01%
4,305
1085
$606 ﹤0.01%
17,693
1086
$602 ﹤0.01%
27,612
-1,009
1087
$601 ﹤0.01%
106,058
1088
$599 ﹤0.01%
34,000
-1,500
1089
$598 ﹤0.01%
6,910
1090
$591 ﹤0.01%
9,900
-2,390
1091
$590 ﹤0.01%
27,800
-9,000
1092
$586 ﹤0.01%
6,300
1093
$582 ﹤0.01%
7,400
-2,800
1094
$576 ﹤0.01%
12,135
-1,227
1095
$572 ﹤0.01%
57,039
1096
$571 ﹤0.01%
12,300
-13,000
1097
$571 ﹤0.01%
7,420
1098
$569 ﹤0.01%
10,870
-2,300
1099
$567 ﹤0.01%
9,251
1100
$567 ﹤0.01%
3,645
42 43
44
45 46