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
2251
$8 ﹤0.01%
+200
2252
$8 ﹤0.01%
450
2253
$8 ﹤0.01%
1,345
-5,300
2254
$7 ﹤0.01%
80
2255
$7 ﹤0.01%
550
2256
$7 ﹤0.01%
972
2257
$7 ﹤0.01%
385
2258
$7 ﹤0.01%
500
2259
$7 ﹤0.01%
400
2260
$7 ﹤0.01%
8
-32
2261
$7 ﹤0.01%
100
-25,500
2262
$7 ﹤0.01%
472
2263
$7 ﹤0.01%
500
2264
$6 ﹤0.01%
150
2265
$6 ﹤0.01%
179
+62
2266
$6 ﹤0.01%
95
2267
$6 ﹤0.01%
300
-11,400
2268
$6 ﹤0.01%
400
2269
$6 ﹤0.01%
240
2270
$5 ﹤0.01%
580
2271
$5 ﹤0.01%
+200
2272
$5 ﹤0.01%
20
2273
$5 ﹤0.01%
320
+160
2274
$5 ﹤0.01%
20
2275
$5 ﹤0.01%
+310
89 90
91
92 93