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
1176
$419 ﹤0.01%
+26,200
1177
$417 ﹤0.01%
30,160
+2,100
1178
$414 ﹤0.01%
10,820
+720
1179
$411 ﹤0.01%
22,573
1180
$410 ﹤0.01%
6,274
1181
$409 ﹤0.01%
34,630
+10,000
1182
$408 ﹤0.01%
33,873
-1,727
1183
$408 ﹤0.01%
14,375
-507
1184
$408 ﹤0.01%
6,621
-333
1185
$406 ﹤0.01%
2,298
1186
$403 ﹤0.01%
12,583
-950
1187
$398 ﹤0.01%
4,110
-800
1188
$398 ﹤0.01%
12,915
-17,400
1189
$398 ﹤0.01%
34,032
-3,982
1190
$396 ﹤0.01%
40,000
-9,300
1191
$396 ﹤0.01%
14,655
1192
$395 ﹤0.01%
27,565
+7,100
1193
$395 ﹤0.01%
6,700
-4,000
1194
$395 ﹤0.01%
17,790
-3,300
1195
$393 ﹤0.01%
22,200
-600
1196
$392 ﹤0.01%
13,950
1197
$392 ﹤0.01%
8,096
1198
$388 ﹤0.01%
2,248
1199
$387 ﹤0.01%
4,950
-4,200
1200
$387 ﹤0.01%
6,300
46 47
48
49 50