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
1626
$67K ﹤0.01%
1,880
+580
1627
$67K ﹤0.01%
1,031
1628
$67K ﹤0.01%
1,100
-260
1629
$67K ﹤0.01%
5,700
-2,170
1630
$67K ﹤0.01%
2,250
1631
$67K ﹤0.01%
2,300
-2,550
1632
$67K ﹤0.01%
414
-300
1633
$67K ﹤0.01%
2,851
-6,234
1634
$67K ﹤0.01%
2,110
+600
1635
$66K ﹤0.01%
6,210
1636
$66K ﹤0.01%
3,090
-2,310
1637
$66K ﹤0.01%
2,420
+1,250
1638
$66K ﹤0.01%
1,010
1639
$66K ﹤0.01%
3,050
-2,100
1640
$66K ﹤0.01%
1,140
-1,393
1641
$66K ﹤0.01%
2,660
1642
$66K ﹤0.01%
3,790
-1,060
1643
$65K ﹤0.01%
3,430
+930
1644
$65K ﹤0.01%
2,500
1645
$65K ﹤0.01%
1,049
1646
$65K ﹤0.01%
3,750
1647
$65K ﹤0.01%
2,290
-90
1648
$65K ﹤0.01%
1,750
-660
1649
$65K ﹤0.01%
2,550
-3,000
1650
$64K ﹤0.01%
2,660
+510
64 65
66
67 68