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
2026
$22K ﹤0.01%
337
+177
2027
$22K ﹤0.01%
735
-2,475
2028
$22K ﹤0.01%
+1,050
2029
$22K ﹤0.01%
+1,705
2030
$21K ﹤0.01%
1,467
-4,800
2031
$21K ﹤0.01%
2,740
-460
2032
$21K ﹤0.01%
+950
2033
$21K ﹤0.01%
1,237
+700
2034
$21K ﹤0.01%
470
+300
2035
$21K ﹤0.01%
300
-400
2036
$21K ﹤0.01%
+2,200
2037
$21K ﹤0.01%
4,400
+1,400
2038
$21K ﹤0.01%
4,430
-6,950
2039
$21K ﹤0.01%
300
-430
2040
$21K ﹤0.01%
+4,000
2041
$21K ﹤0.01%
+1,450
2042
$20K ﹤0.01%
+1,100
2043
$20K ﹤0.01%
2,500
-1,800
2044
$20K ﹤0.01%
5,430
-3,500
2045
$20K ﹤0.01%
573
2046
$20K ﹤0.01%
2,900
-22,200
2047
$20K ﹤0.01%
1,500
-12,700
2048
$20K ﹤0.01%
+600
2049
$20K ﹤0.01%
800
-1,200
2050
$20K ﹤0.01%
260
-300
80 81
82
83 84