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
2401
– –
-1,300
2402
– –
-3,800
2403
– –
-900
2404
– –
-9,037
2405
– –
-400
2406
– –
-1,400
2407
– –
-500
2408
– –
-2,850
2409
– –
-1,300
2410
– –
-9,000
2411
– –
-3,700
2412
$0 ﹤0.01%
15
-1,900
2413
– –
-1,100
2414
– –
-2,600
2415
– –
-164,197
2416
– –
-200
2417
– –
-800
2418
– –
-21,460
2419
– –
-1,220
2420
– –
-4,725
2421
– –
-47,983
2422
– –
-5,000
2423
– –
-40,300
2424
– –
-32,845
2425
– –
-6,350
94 95 96
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