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
2301
$2 ﹤0.01%
96
2302
$2 ﹤0.01%
20
2303
$2 ﹤0.01%
28
2304
$2 ﹤0.01%
400
+100
2305
$2 ﹤0.01%
61
2306
$2 ﹤0.01%
105
2307
$1 ﹤0.01%
10
2308
$1 ﹤0.01%
20
2309
$1 ﹤0.01%
39
2310
$1 ﹤0.01%
60
2311
– –
-800
2312
$0 ﹤0.01%
10
-550
2313
– –
-705
2314
$0 ﹤0.01%
6
-20
2315
– –
-1,100
2316
– –
-713
2317
– –
-4,200
2318
– –
-8,600
2319
– –
-3,000
2320
– –
-2,300
2321
– –
-3,700
2322
– –
-6,300
2323
– –
-2,600
2324
– –
-1,050
2325
– –
-9,500
91 92
93
94 95