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
1251
$331 ﹤0.01%
5,260
1252
$330 ﹤0.01%
6,850
+600
1253
$325 ﹤0.01%
4,400
1254
$323 ﹤0.01%
3,805
-400
1255
$322 ﹤0.01%
9,360
1256
$319 ﹤0.01%
11,000
1257
$319 ﹤0.01%
22,500
1258
$319 ﹤0.01%
1,972
-1,350
1259
$315 ﹤0.01%
4,047
-1,400
1260
$314 ﹤0.01%
9,149
1261
$313 ﹤0.01%
16,530
1262
$313 ﹤0.01%
6,800
+3,600
1263
$312 ﹤0.01%
3,860
+260
1264
$312 ﹤0.01%
7,000
-400
1265
$312 ﹤0.01%
3,400
-800
1266
$310 ﹤0.01%
7,783
-42,042
1267
$306 ﹤0.01%
6,770
1268
$306 ﹤0.01%
5,400
-1,100
1269
$306 ﹤0.01%
2,500
-300
1270
$305 ﹤0.01%
1,660
-8,050
1271
$304 ﹤0.01%
2,610
-100
1272
$303 ﹤0.01%
5,390
1273
$301 ﹤0.01%
11,460
+2,900
1274
$300 ﹤0.01%
6,100
1275
$298 ﹤0.01%
6,960
-4,000
49 50
51
52 53