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
1851
$68 ﹤0.01%
1,400
1852
$67 ﹤0.01%
1,400
-3,605
1853
$67 ﹤0.01%
3,777
-15,501
1854
$67 ﹤0.01%
+3,500
1855
$67 ﹤0.01%
3,509
1856
$67 ﹤0.01%
2,450
1857
$67 ﹤0.01%
450
-5,000
1858
$67 ﹤0.01%
560
1859
$67 ﹤0.01%
16,483
1860
$66 ﹤0.01%
1,400
1861
$66 ﹤0.01%
4,600
1862
$66 ﹤0.01%
3,894
1863
$66 ﹤0.01%
1,760
1864
$65 ﹤0.01%
3,750
1865
$65 ﹤0.01%
2,500
1866
$64 ﹤0.01%
+255
1867
$64 ﹤0.01%
1,075
+800
1868
$64 ﹤0.01%
3,350
1869
$64 ﹤0.01%
2,400
1870
$64 ﹤0.01%
2,300
1871
$63 ﹤0.01%
5,450
+4,950
1872
$63 ﹤0.01%
+25
1873
$63 ﹤0.01%
+3,450
1874
$63 ﹤0.01%
1,970
-1,900
1875
$63 ﹤0.01%
630
+629
73 74
75
76 77