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
1776
$43K ﹤0.01%
+8,790
1777
$43K ﹤0.01%
2,311
-269
1778
$43K ﹤0.01%
1,670
+1,350
1779
$43K ﹤0.01%
1,157
+377
1780
$43K ﹤0.01%
250
1781
$43K ﹤0.01%
630
+230
1782
$43K ﹤0.01%
1,265
+900
1783
$43K ﹤0.01%
4,520
+1,290
1784
$42K ﹤0.01%
2,137
+1,650
1785
$42K ﹤0.01%
+6,480
1786
$42K ﹤0.01%
2,390
+1,950
1787
$42K ﹤0.01%
+1,703
1788
$42K ﹤0.01%
+4,600
1789
$42K ﹤0.01%
1,220
1790
$42K ﹤0.01%
980
-360
1791
$42K ﹤0.01%
2,150
+750
1792
$42K ﹤0.01%
500
1793
$41K ﹤0.01%
2,064
-326
1794
$41K ﹤0.01%
2,591
-319
1795
$41K ﹤0.01%
1,485
+1,400
1796
$41K ﹤0.01%
4,660
+3,600
1797
$41K ﹤0.01%
500
-84
1798
$41K ﹤0.01%
445
+50
1799
$41K ﹤0.01%
300
1800
$41K ﹤0.01%
4,598
-202
70 71
72
73 74