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
2276
$5 ﹤0.01%
1,150
2277
$5 ﹤0.01%
147
2278
$4 ﹤0.01%
16
2279
$4 ﹤0.01%
34
+13
2280
$4 ﹤0.01%
+70
2281
$4 ﹤0.01%
400
2282
$4 ﹤0.01%
119
-28
2283
$4 ﹤0.01%
20
2284
$4 ﹤0.01%
660
2285
$4 ﹤0.01%
910
2286
$4 ﹤0.01%
2,000
-41,700
2287
$4 ﹤0.01%
95
2288
$3 ﹤0.01%
79
2289
$3 ﹤0.01%
58
2290
$3 ﹤0.01%
83
2291
$3 ﹤0.01%
+200
2292
$3 ﹤0.01%
34
2293
$3 ﹤0.01%
1
2294
$3 ﹤0.01%
+300
2295
$3 ﹤0.01%
85
2296
$3 ﹤0.01%
+300
2297
$3 ﹤0.01%
1,360
2298
$3 ﹤0.01%
590
2299
$2 ﹤0.01%
30
-15
2300
$2 ﹤0.01%
12
90 91
92
93 94