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
1126
$528 ﹤0.01%
9,900
-12,700
1127
$524 ﹤0.01%
+40,800
1128
$523 ﹤0.01%
12,700
1129
$520 ﹤0.01%
26,915
-15,200
1130
$519 ﹤0.01%
11,900
1131
$518 ﹤0.01%
5,323
1132
$517 ﹤0.01%
28,500
-5,400
1133
$515 ﹤0.01%
6,700
1134
$508 ﹤0.01%
2,925
-2,903
1135
$507 ﹤0.01%
2,880
+90
1136
$505 ﹤0.01%
30,103
-6,752
1137
$501 ﹤0.01%
11,037
1138
$496 ﹤0.01%
10,120
1139
$494 ﹤0.01%
3,050
1140
$493 ﹤0.01%
39,625
-2,733
1141
$488 ﹤0.01%
24,610
1142
$487 ﹤0.01%
10,310
-4,000
1143
$486 ﹤0.01%
6,194
-100
1144
$483 ﹤0.01%
17,700
1145
$480 ﹤0.01%
11,350
1146
$476 ﹤0.01%
4,000
-3,500
1147
$469 ﹤0.01%
16,900
1148
$467 ﹤0.01%
20,717
+850
1149
$465 ﹤0.01%
7,000
-750
1150
$463 ﹤0.01%
12,576
44 45
46
47 48