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
1676
$103 ﹤0.01%
10,730
+8,300
1677
$103 ﹤0.01%
9,335
1678
$103 ﹤0.01%
2,070
1679
$102 ﹤0.01%
2,025
-300
1680
$102 ﹤0.01%
2,098
1681
$102 ﹤0.01%
2,550
1682
$102 ﹤0.01%
3,500
1683
$102 ﹤0.01%
4,000
1684
$101 ﹤0.01%
2,850
-7,100
1685
$101 ﹤0.01%
3,250
1686
$101 ﹤0.01%
1,400
-800
1687
$101 ﹤0.01%
2,450
1688
$101 ﹤0.01%
2,850
+650
1689
$101 ﹤0.01%
10,400
-2,410
1690
$100 ﹤0.01%
9,500
-1,800
1691
$100 ﹤0.01%
1,980
1692
$100 ﹤0.01%
1,700
+450
1693
$100 ﹤0.01%
1,000
-400
1694
$100 ﹤0.01%
3,300
-4,100
1695
$99 ﹤0.01%
3,300
1696
$99 ﹤0.01%
2,220
1697
$99 ﹤0.01%
4,550
+450
1698
$99 ﹤0.01%
5,000
1699
$99 ﹤0.01%
3,750
1700
$98 ﹤0.01%
15,778
66 67
68
69 70