Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 19.95%
2 Healthcare 11.86%
3 Financials 11.67%
4 Consumer Discretionary 9.16%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
– –
-17,500
2327
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-3,085
2328
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-2,973
2329
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-2,800
2330
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-9,650
2331
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-800
2332
$0 ﹤0.01%
10
-550
2333
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-705
2334
$0 ﹤0.01%
6
-20
2335
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-1,100
2336
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-713
2337
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-4,200
2338
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-8,600
2339
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-2,000
2340
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-11,900
2341
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2342
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2343
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-28,020
2344
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-1,250
2345
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-2,403
2346
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-750
2347
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-1,000
2348
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-390
2349
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-2,820
2350
– –
-500
92 93
94
95 96