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
2051
$29 ﹤0.01%
+650
2052
$29 ﹤0.01%
400
2053
$29 ﹤0.01%
1,380
2054
$29 ﹤0.01%
1,200
2055
$28 ﹤0.01%
200
-500
2056
$28 ﹤0.01%
400
-100
2057
$28 ﹤0.01%
200
-550
2058
$28 ﹤0.01%
1,225
2059
$28 ﹤0.01%
1,340
2060
$28 ﹤0.01%
1,700
-5,800
2061
$28 ﹤0.01%
+1,660
2062
$28 ﹤0.01%
+760
2063
$28 ﹤0.01%
440
2064
$28 ﹤0.01%
+520
2065
$28 ﹤0.01%
+1,730
2066
$27 ﹤0.01%
745
-2,700
2067
$27 ﹤0.01%
3,365
2068
$27 ﹤0.01%
+1,430
2069
$27 ﹤0.01%
810
2070
$27 ﹤0.01%
1,525
2071
$27 ﹤0.01%
950
-520
2072
$27 ﹤0.01%
+720
2073
$27 ﹤0.01%
2,820
-7,680
2074
$27 ﹤0.01%
+470
2075
$27 ﹤0.01%
800
-3,100
81 82
83
84 85