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
2226
$10 ﹤0.01%
53
2227
$10 ﹤0.01%
1,620
2228
$10 ﹤0.01%
750
2229
$9 ﹤0.01%
540
2230
$9 ﹤0.01%
119
+43
2231
$9 ﹤0.01%
1,770
2232
$9 ﹤0.01%
900
2233
$9 ﹤0.01%
750
2234
$9 ﹤0.01%
200
+100
2235
$9 ﹤0.01%
116
-1,104
2236
$9 ﹤0.01%
405
-2,000
2237
$9 ﹤0.01%
525
2238
$9 ﹤0.01%
370
2239
$9 ﹤0.01%
300
-26,700
2240
$9 ﹤0.01%
200
2241
$9 ﹤0.01%
830
2242
$8 ﹤0.01%
200
-14,400
2243
$8 ﹤0.01%
1,245
2244
$8 ﹤0.01%
1
2245
$8 ﹤0.01%
53
-217
2246
$8 ﹤0.01%
154
2247
$8 ﹤0.01%
1,335
2248
$8 ﹤0.01%
1,000
-15,800
2249
$8 ﹤0.01%
170
-1,100
2250
$8 ﹤0.01%
708
-822
88 89
90
91 92