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
1276
$298 ﹤0.01%
2,400
-9,550
1277
$297 ﹤0.01%
10,650
-21,500
1278
$296 ﹤0.01%
1,955
1279
$295 ﹤0.01%
6,924
-1,300
1280
$295 ﹤0.01%
3,040
+190
1281
$292 ﹤0.01%
27,326
1282
$291 ﹤0.01%
4,910
-1,050
1283
$291 ﹤0.01%
12,700
-4,000
1284
$291 ﹤0.01%
6,545
1285
$290 ﹤0.01%
26,923
-4,700
1286
$289 ﹤0.01%
12,517
1287
$289 ﹤0.01%
5,500
-4,600
1288
$288 ﹤0.01%
15,815
1289
$288 ﹤0.01%
14,852
-595
1290
$287 ﹤0.01%
6,520
+270
1291
$287 ﹤0.01%
2,150
-2,500
1292
$286 ﹤0.01%
18,100
-40,100
1293
$284 ﹤0.01%
10,755
-400
1294
$284 ﹤0.01%
4,350
1295
$283 ﹤0.01%
6,434
1296
$282 ﹤0.01%
10,200
1297
$282 ﹤0.01%
5,600
1298
$281 ﹤0.01%
3,348
-1,200
1299
$281 ﹤0.01%
5,150
1300
$280 ﹤0.01%
20,530
-2,800
50 51
52
53 54