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
2201
$12 ﹤0.01%
300
-600
2202
$12 ﹤0.01%
200
2203
$12 ﹤0.01%
6
2204
$12 ﹤0.01%
2,200
2205
$12 ﹤0.01%
300
2206
$12 ﹤0.01%
+123
2207
$12 ﹤0.01%
1,000
-5,300
2208
$12 ﹤0.01%
24
2209
$12 ﹤0.01%
770
2210
$11 ﹤0.01%
2,150
-17,900
2211
$11 ﹤0.01%
800
2212
$11 ﹤0.01%
186
+108
2213
$11 ﹤0.01%
550
2214
$11 ﹤0.01%
1,100
2215
$11 ﹤0.01%
110
2216
$11 ﹤0.01%
1,050
2217
$11 ﹤0.01%
500
2218
$11 ﹤0.01%
700
2219
$11 ﹤0.01%
100
2220
$11 ﹤0.01%
2,750
2221
$10 ﹤0.01%
1
2222
$10 ﹤0.01%
975
-2,300
2223
$10 ﹤0.01%
850
2224
$10 ﹤0.01%
200
2225
$10 ﹤0.01%
282
+63
87 88
89
90 91