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
1901
$57 ﹤0.01%
1,150
1902
$57 ﹤0.01%
860
1903
$57 ﹤0.01%
2,518
1904
$57 ﹤0.01%
436
+103
1905
$56 ﹤0.01%
950
1906
$56 ﹤0.01%
10,411
1907
$56 ﹤0.01%
3,950
1908
$56 ﹤0.01%
+7,850
1909
$56 ﹤0.01%
5,200
1910
$55 ﹤0.01%
+600
1911
$55 ﹤0.01%
3,800
1912
$55 ﹤0.01%
750
1913
$55 ﹤0.01%
6,250
+2,250
1914
$55 ﹤0.01%
215
+22
1915
$55 ﹤0.01%
1,150
-3,400
1916
$54 ﹤0.01%
+10,150
1917
$54 ﹤0.01%
1,930
+530
1918
$53 ﹤0.01%
900
1919
$53 ﹤0.01%
450
1920
$53 ﹤0.01%
+5,050
1921
$53 ﹤0.01%
2,100
1922
$53 ﹤0.01%
1,030
+530
1923
$53 ﹤0.01%
1,600
1924
$52 ﹤0.01%
+9,200
1925
$52 ﹤0.01%
511
75 76
77
78 79