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
1801
$79 ﹤0.01%
2,200
1802
$79 ﹤0.01%
2,500
-800
1803
$78 ﹤0.01%
4,950
1804
$78 ﹤0.01%
+2,600
1805
$78 ﹤0.01%
2,470
+970
1806
$78 ﹤0.01%
+4,300
1807
$78 ﹤0.01%
5,375
1808
$77 ﹤0.01%
+22,340
1809
$77 ﹤0.01%
850
-325
1810
$77 ﹤0.01%
600
1811
$77 ﹤0.01%
1,600
1812
$77 ﹤0.01%
2,210
-2,360
1813
$77 ﹤0.01%
1,130
-2,100
1814
$76 ﹤0.01%
9,000
1815
$76 ﹤0.01%
1,890
-4,110
1816
$76 ﹤0.01%
830
-2,000
1817
$75 ﹤0.01%
2,000
1818
$75 ﹤0.01%
1,550
1819
$75 ﹤0.01%
680
-1,000
1820
$75 ﹤0.01%
2,700
-10,000
1821
$75 ﹤0.01%
650
1822
$75 ﹤0.01%
3,550
+1,150
1823
$74 ﹤0.01%
545
1824
$74 ﹤0.01%
3,750
1825
$73 ﹤0.01%
1,800
71 72
73
74 75