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
1326
$253 ﹤0.01%
3,005
-2,100
1327
$252 ﹤0.01%
2,410
+510
1328
$252 ﹤0.01%
5,600
-4,350
1329
$251 ﹤0.01%
6,800
-2,150
1330
$251 ﹤0.01%
+2,500
1331
$251 ﹤0.01%
2,700
1332
$250 ﹤0.01%
7,600
-7,400
1333
$249 ﹤0.01%
11,550
-3,800
1334
$248 ﹤0.01%
4,250
1335
$245 ﹤0.01%
6,300
1336
$244 ﹤0.01%
5,750
-4,879
1337
$243 ﹤0.01%
8,123
-6,030
1338
$242 ﹤0.01%
1,156
-700
1339
$240 ﹤0.01%
+5,700
1340
$240 ﹤0.01%
2,826
1341
$240 ﹤0.01%
8,700
-7,300
1342
$238 ﹤0.01%
8,850
1343
$238 ﹤0.01%
5,950
1344
$238 ﹤0.01%
119,272
1345
$237 ﹤0.01%
2,945
-100
1346
$235 ﹤0.01%
22,720
-9,700
1347
$235 ﹤0.01%
2,700
-2,700
1348
$235 ﹤0.01%
850
-200
1349
$235 ﹤0.01%
3,850
1350
$233 ﹤0.01%
9,700
52 53
54
55 56