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
1651
$107 ﹤0.01%
4,200
-1,680
1652
$107 ﹤0.01%
8,330
1653
$107 ﹤0.01%
1,740
+290
1654
$107 ﹤0.01%
4,800
-12,185
1655
$107 ﹤0.01%
1,255
+1,050
1656
$107 ﹤0.01%
495
1657
$107 ﹤0.01%
1,450
1658
$106 ﹤0.01%
4,800
1659
$106 ﹤0.01%
2,200
1660
$106 ﹤0.01%
9,125
-100
1661
$106 ﹤0.01%
4,460
+560
1662
$105 ﹤0.01%
4,110
+510
1663
$105 ﹤0.01%
6,780
+680
1664
$105 ﹤0.01%
1,100
+100
1665
$105 ﹤0.01%
500
-2,930
1666
$105 ﹤0.01%
9,840
+1,840
1667
$105 ﹤0.01%
1,465
1668
$105 ﹤0.01%
4,900
+200
1669
$105 ﹤0.01%
1,010
+110
1670
$105 ﹤0.01%
3,910
+910
1671
$104 ﹤0.01%
11,700
-28,900
1672
$104 ﹤0.01%
11,850
1673
$104 ﹤0.01%
3,500
1674
$104 ﹤0.01%
1,600
1675
$103 ﹤0.01%
4,690
65 66
67
68 69