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
1526
$146 ﹤0.01%
2,285
1527
$146 ﹤0.01%
18,100
1528
$145 ﹤0.01%
1,620
-955
1529
$145 ﹤0.01%
1,290
+240
1530
$145 ﹤0.01%
3,550
-11,395
1531
$145 ﹤0.01%
3,950
+850
1532
$145 ﹤0.01%
7,830
1533
$144 ﹤0.01%
7,000
+6,000
1534
$144 ﹤0.01%
1,400
-540
1535
$144 ﹤0.01%
4,250
-15,600
1536
$143 ﹤0.01%
3,385
+850
1537
$143 ﹤0.01%
2,390
+490
1538
$143 ﹤0.01%
2,750
1539
$142 ﹤0.01%
214
+160
1540
$141 ﹤0.01%
1,450
-515
1541
$141 ﹤0.01%
1,410
-1,200
1542
$141 ﹤0.01%
4,600
-1,900
1543
$141 ﹤0.01%
2,075
1544
$140 ﹤0.01%
3,416
1545
$140 ﹤0.01%
1,660
-3,800
1546
$140 ﹤0.01%
8,085
1547
$140 ﹤0.01%
2,325
1548
$139 ﹤0.01%
1,000
1549
$139 ﹤0.01%
3,400
+200
1550
$138 ﹤0.01%
1,090
60 61
62
63 64