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
1626
$113 ﹤0.01%
1,365
-900
1627
$113 ﹤0.01%
11,800
1628
$113 ﹤0.01%
1,500
1629
$113 ﹤0.01%
2,905
+530
1630
$113 ﹤0.01%
2,890
-900
1631
$113 ﹤0.01%
2,505
1632
$113 ﹤0.01%
8,030
1633
$113 ﹤0.01%
2,250
1634
$112 ﹤0.01%
2,000
-3,565
1635
$112 ﹤0.01%
+5,500
1636
$112 ﹤0.01%
14,900
1637
$112 ﹤0.01%
1,620
+20
1638
$112 ﹤0.01%
3,400
+100
1639
$111 ﹤0.01%
11,270
+9,500
1640
$111 ﹤0.01%
1,770
+370
1641
$111 ﹤0.01%
4,150
1642
$111 ﹤0.01%
650
1643
$109 ﹤0.01%
1,220
+270
1644
$109 ﹤0.01%
5,700
1645
$109 ﹤0.01%
6,000
+1,552
1646
$109 ﹤0.01%
4,900
1647
$108 ﹤0.01%
3,829
1648
$108 ﹤0.01%
300
1649
$108 ﹤0.01%
8,700
1650
$108 ﹤0.01%
950
64 65
66
67 68