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
1776
$84 ﹤0.01%
32,500
1777
$84 ﹤0.01%
750
-240
1778
$84 ﹤0.01%
2,460
-10,140
1779
$84 ﹤0.01%
12,730
1780
$84 ﹤0.01%
2,000
1781
$83 ﹤0.01%
8,403
1782
$83 ﹤0.01%
4,800
-3,495
1783
$83 ﹤0.01%
375
1784
$83 ﹤0.01%
+4,100
1785
$83 ﹤0.01%
500
1786
$82 ﹤0.01%
37
1787
$82 ﹤0.01%
1,300
-590
1788
$82 ﹤0.01%
5,750
1789
$81 ﹤0.01%
5,027
1790
$81 ﹤0.01%
4,750
+3,500
1791
$81 ﹤0.01%
+2,570
1792
$81 ﹤0.01%
1,770
+120
1793
$81 ﹤0.01%
2,344
1794
$81 ﹤0.01%
4,045
+3,700
1795
$80 ﹤0.01%
2,200
1796
$80 ﹤0.01%
3,090
+390
1797
$80 ﹤0.01%
5,185
1798
$80 ﹤0.01%
1,000
-6,000
1799
$79 ﹤0.01%
1,050
-2,800
1800
$79 ﹤0.01%
2,738
-1,177
70 71
72
73 74