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
1701
$55K ﹤0.01%
+3,320
1702
$55K ﹤0.01%
1,570
+300
1703
$54K ﹤0.01%
1,830
+930
1704
$54K ﹤0.01%
189
-16
1705
$54K ﹤0.01%
1,090
+600
1706
$54K ﹤0.01%
4,120
+3,110
1707
$54K ﹤0.01%
800
1708
$54K ﹤0.01%
+452
1709
$54K ﹤0.01%
893
-341
1710
$54K ﹤0.01%
1,095
+495
1711
$53K ﹤0.01%
15,080
+2,280
1712
$53K ﹤0.01%
2,150
+1,710
1713
$53K ﹤0.01%
3,460
+2,750
1714
$52K ﹤0.01%
+7,650
1715
$52K ﹤0.01%
2,100
-260
1716
$52K ﹤0.01%
3,480
1717
$52K ﹤0.01%
+1,850
1718
$52K ﹤0.01%
406
+100
1719
$52K ﹤0.01%
3,240
1720
$52K ﹤0.01%
3,350
1721
$52K ﹤0.01%
1,440
+425
1722
$51K ﹤0.01%
29
-19
1723
$51K ﹤0.01%
2,670
1724
$51K ﹤0.01%
+2,620
1725
$51K ﹤0.01%
4,000
+1,650
67 68
69
70 71