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
1601
$119 ﹤0.01%
2,925
1602
$119 ﹤0.01%
9,500
1603
$119 ﹤0.01%
3,590
1604
$119 ﹤0.01%
1,330
+330
1605
$119 ﹤0.01%
520
+120
1606
$118 ﹤0.01%
560
-650
1607
$118 ﹤0.01%
1,775
+700
1608
$118 ﹤0.01%
2,800
1609
$117 ﹤0.01%
1,000
-5,500
1610
$116 ﹤0.01%
400
-100
1611
$116 ﹤0.01%
2,037
-900
1612
$116 ﹤0.01%
2,270
1613
$115 ﹤0.01%
1,235
1614
$115 ﹤0.01%
2,450
+400
1615
$115 ﹤0.01%
3,740
+290
1616
$115 ﹤0.01%
2,300
1617
$114 ﹤0.01%
20,100
-4,355
1618
$114 ﹤0.01%
3,110
+610
1619
$114 ﹤0.01%
9,550
+3,000
1620
$114 ﹤0.01%
3,790
+340
1621
$114 ﹤0.01%
2,050
+550
1622
$114 ﹤0.01%
6,250
-6,900
1623
$114 ﹤0.01%
1,600
-1,700
1624
$114 ﹤0.01%
+1,480
1625
$113 ﹤0.01%
+4,120
63 64
65
66 67