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
1376
$215 ﹤0.01%
2,405
1377
$215 ﹤0.01%
6,450
+1,400
1378
$215 ﹤0.01%
346
1379
$214 ﹤0.01%
3,720
1380
$214 ﹤0.01%
16,489
-1,885
1381
$213 ﹤0.01%
12,060
-8,290
1382
$212 ﹤0.01%
25,500
1383
$212 ﹤0.01%
7,040
-4,760
1384
$212 ﹤0.01%
3,520
-480
1385
$211 ﹤0.01%
950
1386
$211 ﹤0.01%
8,950
1387
$210 ﹤0.01%
10,620
1388
$210 ﹤0.01%
9,900
1389
$210 ﹤0.01%
4,320
+345
1390
$209 ﹤0.01%
23,090
-11,000
1391
$208 ﹤0.01%
4,700
-830
1392
$208 ﹤0.01%
2,300
-200
1393
$206 ﹤0.01%
6,100
1394
$206 ﹤0.01%
9,100
1395
$204 ﹤0.01%
5,735
-2,950
1396
$203 ﹤0.01%
490
-2,900
1397
$203 ﹤0.01%
1,050
1398
$203 ﹤0.01%
9,650
1399
$203 ﹤0.01%
4,000
-1,700
1400
$203 ﹤0.01%
6,000
54 55
56
57 58