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
1426
$190 ﹤0.01%
1,500
1427
$189 ﹤0.01%
2,515
-11,850
1428
$188 ﹤0.01%
7,920
1429
$188 ﹤0.01%
8,140
+1,290
1430
$187 ﹤0.01%
1,200
+300
1431
$187 ﹤0.01%
5,060
-500
1432
$186 ﹤0.01%
2,200
1433
$186 ﹤0.01%
2,950
1434
$186 ﹤0.01%
7,615
+1,140
1435
$183 ﹤0.01%
1,355
1436
$182 ﹤0.01%
4,950
+2,900
1437
$182 ﹤0.01%
5,130
-4,500
1438
$182 ﹤0.01%
11,500
-425
1439
$181 ﹤0.01%
6,350
1440
$181 ﹤0.01%
2,800
-2,370
1441
$181 ﹤0.01%
4,100
1442
$181 ﹤0.01%
14,100
1443
$181 ﹤0.01%
6,898
1444
$180 ﹤0.01%
2,671
-250
1445
$179 ﹤0.01%
2,450
+150
1446
$178 ﹤0.01%
3,010
1447
$178 ﹤0.01%
1,600
1448
$177 ﹤0.01%
1,660
1449
$177 ﹤0.01%
4,175
+737
1450
$176 ﹤0.01%
+12,900
56 57
58
59 60