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
1576
$77K ﹤0.01%
1,200
-70
1577
$77K ﹤0.01%
2,570
-1,190
1578
$77K ﹤0.01%
1,960
-670
1579
$77K ﹤0.01%
4,260
-2,400
1580
$77K ﹤0.01%
2,000
1581
$77K ﹤0.01%
5,580
+450
1582
$77K ﹤0.01%
2,900
-560
1583
$76K ﹤0.01%
22,500
+3,420
1584
$76K ﹤0.01%
+2,700
1585
$76K ﹤0.01%
1,133
+41
1586
$76K ﹤0.01%
1,976
+626
1587
$75K ﹤0.01%
822
+440
1588
$75K ﹤0.01%
6,540
1589
$75K ﹤0.01%
5,000
-8,000
1590
$75K ﹤0.01%
775
1591
$74K ﹤0.01%
5,400
1592
$74K ﹤0.01%
18,790
+6,160
1593
$74K ﹤0.01%
1,850
-3,050
1594
$73K ﹤0.01%
2,060
+750
1595
$73K ﹤0.01%
6,614
+6,190
1596
$73K ﹤0.01%
6,610
1597
$73K ﹤0.01%
7,280
1598
$73K ﹤0.01%
1,900
1599
$73K ﹤0.01%
8,300
1600
$73K ﹤0.01%
2,100
+1,100
62 63
64
65 66