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
1476
$161 ﹤0.01%
6,700
+1,550
1477
$161 ﹤0.01%
4,420
+920
1478
$161 ﹤0.01%
615
1479
$160 ﹤0.01%
2,020
+420
1480
$160 ﹤0.01%
2,050
-2,600
1481
$160 ﹤0.01%
3,130
+730
1482
$160 ﹤0.01%
4,000
-3,800
1483
$160 ﹤0.01%
3,860
-11,290
1484
$160 ﹤0.01%
3,900
1485
$160 ﹤0.01%
6,580
1486
$160 ﹤0.01%
2,050
+700
1487
$160 ﹤0.01%
10,110
-4,400
1488
$159 ﹤0.01%
7,605
1489
$159 ﹤0.01%
5,689
1490
$159 ﹤0.01%
4,870
1491
$158 ﹤0.01%
7,506
1492
$158 ﹤0.01%
1,920
+420
1493
$157 ﹤0.01%
10,400
+4,000
1494
$156 ﹤0.01%
910
1495
$156 ﹤0.01%
2,830
+30
1496
$156 ﹤0.01%
4,884
1497
$156 ﹤0.01%
3,910
+660
1498
$155 ﹤0.01%
3,530
1499
$155 ﹤0.01%
1,900
1500
$155 ﹤0.01%
3,850
+1,550
58 59
60
61 62