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
1751
$88 ﹤0.01%
815
1752
$88 ﹤0.01%
9,200
+8,000
1753
$88 ﹤0.01%
900
-400
1754
$88 ﹤0.01%
+4,000
1755
$88 ﹤0.01%
2,150
1756
$88 ﹤0.01%
2,065
1757
$87 ﹤0.01%
3,550
-4,550
1758
$87 ﹤0.01%
5,400
1759
$87 ﹤0.01%
3,300
1760
$87 ﹤0.01%
2,400
1761
$87 ﹤0.01%
+229
1762
$87 ﹤0.01%
4,050
-10,155
1763
$86 ﹤0.01%
1,960
+310
1764
$86 ﹤0.01%
2,850
1765
$86 ﹤0.01%
5,600
1766
$86 ﹤0.01%
+3,930
1767
$86 ﹤0.01%
+2,020
1768
$85 ﹤0.01%
2,600
+500
1769
$85 ﹤0.01%
2,800
1770
$85 ﹤0.01%
750
1771
$85 ﹤0.01%
+4,430
1772
$85 ﹤0.01%
6,200
1773
$85 ﹤0.01%
+1,700
1774
$84 ﹤0.01%
985
1775
$84 ﹤0.01%
500
69 70
71
72 73