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
2126
$21 ﹤0.01%
300
-200
2127
$21 ﹤0.01%
600
-2,500
2128
$21 ﹤0.01%
910
-3,100
2129
$20 ﹤0.01%
800
2130
$20 ﹤0.01%
805
-1,700
2131
$20 ﹤0.01%
200
-1,700
2132
$20 ﹤0.01%
767
-6,400
2133
$20 ﹤0.01%
3,150
2134
$20 ﹤0.01%
190
2135
$20 ﹤0.01%
450
2136
$20 ﹤0.01%
+43
2137
$20 ﹤0.01%
1,592
2138
$20 ﹤0.01%
4,600
2139
$20 ﹤0.01%
365
2140
$19 ﹤0.01%
450
2141
$19 ﹤0.01%
995
2142
$19 ﹤0.01%
1,490
-3,300
2143
$19 ﹤0.01%
+430
2144
$19 ﹤0.01%
1,310
-2,700
2145
$18 ﹤0.01%
+280
2146
$18 ﹤0.01%
360
2147
$18 ﹤0.01%
1,350
2148
$18 ﹤0.01%
330
2149
$18 ﹤0.01%
2,700
2150
$18 ﹤0.01%
900
84 85
86
87 88