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
1151
$462 ﹤0.01%
64,819
-53,480
1152
$458 ﹤0.01%
7,571
1153
$458 ﹤0.01%
6,580
-3,220
1154
$456 ﹤0.01%
6,178
-408
1155
$456 ﹤0.01%
14,500
1156
$454 ﹤0.01%
12,550
1157
$454 ﹤0.01%
1,702
-38
1158
$453 ﹤0.01%
67,573
-29,766
1159
$452 ﹤0.01%
7,411
+1,200
1160
$441 ﹤0.01%
5,000
+1,400
1161
$441 ﹤0.01%
11,500
-400
1162
$439 ﹤0.01%
29,584
1163
$437 ﹤0.01%
12,493
1164
$435 ﹤0.01%
2,250
-4,768
1165
$434 ﹤0.01%
7,460
1166
$431 ﹤0.01%
12,397
1167
$431 ﹤0.01%
43,350
1168
$431 ﹤0.01%
50,879
-826
1169
$429 ﹤0.01%
11,007
-244
1170
$429 ﹤0.01%
6,000
-7,000
1171
$424 ﹤0.01%
21,500
1172
$424 ﹤0.01%
2,935
1173
$422 ﹤0.01%
120,000
1174
$420 ﹤0.01%
4,850
1175
$419 ﹤0.01%
79,659
-6,755
45 46
47
48 49