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
$11.4B
AUM Growth
-$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$9.47M
3
+$7.23M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.94M
5
CDNS icon
Cadence Design Systems
CDNS
+$4.78M

Top Sells

1
+$339M
2
+$243M
3
+$56.9M
4
T icon
AT&T
T
+$20.9M
5
AMZN icon
Amazon
AMZN
+$12.4M

Sector Composition

1 Technology 22.82%
2 Healthcare 14.55%
3 Financials 12.67%
4 Consumer Discretionary 8.92%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$84K ﹤0.01%
4,320
+1,000
1552
$84K ﹤0.01%
1,200
-600
1553
$83K ﹤0.01%
3,853
-6,657
1554
$83K ﹤0.01%
2,240
+360
1555
$82K ﹤0.01%
2,100
-670
1556
$82K ﹤0.01%
1,255
1557
$82K ﹤0.01%
2,543
-870
1558
$82K ﹤0.01%
2,500
1559
$81K ﹤0.01%
1,180
-256
1560
$81K ﹤0.01%
2,930
1561
$81K ﹤0.01%
1,230
-5,044
1562
$81K ﹤0.01%
1,090
-1,705
1563
$80K ﹤0.01%
7,440
-1,140
1564
$80K ﹤0.01%
1,996
+121
1565
$79K ﹤0.01%
2,300
-510
1566
$79K ﹤0.01%
4,050
-1,580
1567
$79K ﹤0.01%
5,750
1568
$79K ﹤0.01%
4,015
+1,110
1569
$79K ﹤0.01%
3,300
1570
$79K ﹤0.01%
1,520
-350
1571
$79K ﹤0.01%
4,399
-151
1572
$79K ﹤0.01%
1,200
1573
$78K ﹤0.01%
2,660
1574
$78K ﹤0.01%
2,100
-10,730
1575
$78K ﹤0.01%
964
-1,029
61 62
63
64 65