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
1226
$356 ﹤0.01%
14,601
+3,510
1227
$356 ﹤0.01%
8,200
1228
$355 ﹤0.01%
8,700
1229
$353 ﹤0.01%
27,435
-2,959
1230
$352 ﹤0.01%
2,488
-430
1231
$351 ﹤0.01%
10,650
1232
$350 ﹤0.01%
600
1233
$350 ﹤0.01%
4,300
-3,500
1234
$350 ﹤0.01%
42,404
-2,650
1235
$348 ﹤0.01%
3,250
1236
$345 ﹤0.01%
8,405
1237
$344 ﹤0.01%
8,950
1238
$343 ﹤0.01%
10,300
-855
1239
$341 ﹤0.01%
1,955
1240
$339 ﹤0.01%
+41,750
1241
$339 ﹤0.01%
18,400
-10,100
1242
$339 ﹤0.01%
39,891
-14,079
1243
$338 ﹤0.01%
7,950
1244
$336 ﹤0.01%
1,925
-29,787
1245
$336 ﹤0.01%
6,105
-18,800
1246
$335 ﹤0.01%
55,500
-16,500
1247
$334 ﹤0.01%
17,695
-1,991
1248
$333 ﹤0.01%
3,640
+1,300
1249
$332 ﹤0.01%
7,500
-680
1250
$332 ﹤0.01%
5,860
48 49
50
51 52