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
1701
$98 ﹤0.01%
6,400
1702
$98 ﹤0.01%
2,600
1703
$98 ﹤0.01%
1,550
+450
1704
$98 ﹤0.01%
1,900
-1,940
1705
$97 ﹤0.01%
300
-1,500
1706
$97 ﹤0.01%
870
+170
1707
$96 ﹤0.01%
4,250
1708
$96 ﹤0.01%
2,892
-3,700
1709
$96 ﹤0.01%
3,600
1710
$96 ﹤0.01%
1,031
1711
$96 ﹤0.01%
2,250
-3,800
1712
$96 ﹤0.01%
4,000
1713
$96 ﹤0.01%
328
1714
$95 ﹤0.01%
+1,530
1715
$95 ﹤0.01%
2,900
+2,400
1716
$95 ﹤0.01%
1,425
+1,360
1717
$95 ﹤0.01%
3,290
+390
1718
$95 ﹤0.01%
900
1719
$94 ﹤0.01%
1,100
1720
$94 ﹤0.01%
4,000
-14,800
1721
$94 ﹤0.01%
1,146
1722
$94 ﹤0.01%
1,230
+230
1723
$94 ﹤0.01%
1,100
-23,300
1724
$94 ﹤0.01%
+174
1725
$94 ﹤0.01%
2,110
67 68
69
70 71