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
2076
$27 ﹤0.01%
800
-3,300
2077
$27 ﹤0.01%
+870
2078
$26 ﹤0.01%
+690
2079
$26 ﹤0.01%
3,450
-34,000
2080
$26 ﹤0.01%
750
2081
$26 ﹤0.01%
1,600
2082
$26 ﹤0.01%
+430
2083
$26 ﹤0.01%
+35
2084
$26 ﹤0.01%
+1,200
2085
$26 ﹤0.01%
+1,005
2086
$26 ﹤0.01%
945
-600
2087
$26 ﹤0.01%
700
-1,100
2088
$25 ﹤0.01%
980
-200
2089
$25 ﹤0.01%
+370
2090
$25 ﹤0.01%
+750
2091
$25 ﹤0.01%
453
2092
$25 ﹤0.01%
+470
2093
$25 ﹤0.01%
80
2094
$25 ﹤0.01%
+560
2095
$25 ﹤0.01%
525
-1,600
2096
$25 ﹤0.01%
685
-1,800
2097
$24 ﹤0.01%
1,100
2098
$24 ﹤0.01%
+660
2099
$24 ﹤0.01%
+360
2100
$24 ﹤0.01%
500
82 83
84
85 86