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
1301
$280 ﹤0.01%
6,050
-3,300
1302
$279 ﹤0.01%
3,675
+425
1303
$279 ﹤0.01%
41,500
+27,100
1304
$277 ﹤0.01%
2,845
-300
1305
$276 ﹤0.01%
2,700
-4,700
1306
$276 ﹤0.01%
13,200
1307
$275 ﹤0.01%
4,538
-1,400
1308
$275 ﹤0.01%
1,800
-50
1309
$273 ﹤0.01%
11,346
1310
$271 ﹤0.01%
5,700
1311
$270 ﹤0.01%
10,950
1312
$269 ﹤0.01%
3,100
-430
1313
$268 ﹤0.01%
5,300
1314
$268 ﹤0.01%
9,125
1315
$267 ﹤0.01%
4,020
+320
1316
$267 ﹤0.01%
3,600
+300
1317
$266 ﹤0.01%
10,050
-18,600
1318
$261 ﹤0.01%
760
-235
1319
$261 ﹤0.01%
8,075
-1,800
1320
$261 ﹤0.01%
1,305
1321
$260 ﹤0.01%
11,200
1322
$259 ﹤0.01%
9,200
1323
$258 ﹤0.01%
2,100
1324
$256 ﹤0.01%
18,600
1325
$254 ﹤0.01%
9,800
+736
51 52
53
54 55