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
1576
$128 ﹤0.01%
4,600
1577
$128 ﹤0.01%
9,250
1578
$128 ﹤0.01%
+5,000
1579
$128 ﹤0.01%
3,425
1580
$128 ﹤0.01%
8,650
1581
$126 ﹤0.01%
4,450
1582
$126 ﹤0.01%
2,770
1583
$126 ﹤0.01%
8,760
1584
$124 ﹤0.01%
3,050
1585
$124 ﹤0.01%
3,150
1586
$123 ﹤0.01%
2,580
+480
1587
$123 ﹤0.01%
3,050
-3,500
1588
$123 ﹤0.01%
8,000
-8,400
1589
$123 ﹤0.01%
5,500
1590
$123 ﹤0.01%
2,900
1591
$122 ﹤0.01%
1,200
1592
$122 ﹤0.01%
27,000
+10,200
1593
$121 ﹤0.01%
4,445
1594
$121 ﹤0.01%
1,625
-1,100
1595
$121 ﹤0.01%
2,920
+620
1596
$120 ﹤0.01%
5,800
1597
$120 ﹤0.01%
1,200
-480
1598
$120 ﹤0.01%
5,100
+4,400
1599
$120 ﹤0.01%
7,150
1600
$120 ﹤0.01%
4,350
62 63
64
65 66