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
1351
$233 ﹤0.01%
1,750
-200
1352
$232 ﹤0.01%
1,800
1353
$231 ﹤0.01%
1,190
-1,000
1354
$228 ﹤0.01%
56,100
1355
$227 ﹤0.01%
8,000
1356
$226 ﹤0.01%
3,560
+3,400
1357
$225 ﹤0.01%
3,105
1358
$225 ﹤0.01%
2,300
1359
$225 ﹤0.01%
820
1360
$224 ﹤0.01%
38,008
+2,949
1361
$224 ﹤0.01%
11,176
-1,258
1362
$222 ﹤0.01%
13,400
+4,400
1363
$222 ﹤0.01%
1,165
1364
$222 ﹤0.01%
9,744
1365
$221 ﹤0.01%
10,200
1366
$220 ﹤0.01%
1,350
-4,050
1367
$220 ﹤0.01%
2,700
1368
$218 ﹤0.01%
2,789
-800
1369
$218 ﹤0.01%
3,198
-1,850
1370
$217 ﹤0.01%
1,950
1371
$217 ﹤0.01%
1,800
1372
$217 ﹤0.01%
5,960
+560
1373
$217 ﹤0.01%
4,100
-7,000
1374
$216 ﹤0.01%
5,930
1375
$216 ﹤0.01%
10,400
-2,500
53 54
55
56 57