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
1201
$385 ﹤0.01%
5,750
1202
$384 ﹤0.01%
6,960
1203
$380 ﹤0.01%
5,100
-18,900
1204
$380 ﹤0.01%
14,160
1205
$379 ﹤0.01%
3,052
-200
1206
$376 ﹤0.01%
8,400
-3,500
1207
$375 ﹤0.01%
7,300
+5,000
1208
$373 ﹤0.01%
4,455
-770
1209
$373 ﹤0.01%
59,435
1210
$372 ﹤0.01%
9,550
-800
1211
$372 ﹤0.01%
3,700
1212
$371 ﹤0.01%
6,375
-4,600
1213
$370 ﹤0.01%
60,292
-8,863
1214
$369 ﹤0.01%
11,167
-20,000
1215
$367 ﹤0.01%
27,600
1216
$367 ﹤0.01%
41,830
-5,213
1217
$366 ﹤0.01%
4,156
1218
$366 ﹤0.01%
15,196
1219
$362 ﹤0.01%
5,587
-5,100
1220
$361 ﹤0.01%
23,600
1221
$361 ﹤0.01%
9,300
-2,700
1222
$360 ﹤0.01%
2,895
1223
$360 ﹤0.01%
3,772
-1,450
1224
$358 ﹤0.01%
5,750
-5,000
1225
$357 ﹤0.01%
3,000
+700
47 48
49
50 51