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Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
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
+$25.6M
2
+$10.5M
3
+$7.64M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.83M
5
WBD icon
Warner Bros
WBD
+$5.08M

Top Sells

1
+$339M
2
+$264M
3
+$59.2M
4
T icon
AT&T
T
+$19.9M
5
AMZN icon
Amazon
AMZN
+$14.6M

Sector Composition

1 Technology 22.82%
2 Healthcare 14.55%
3 Financials 12.67%
4 Consumer Discretionary 8.92%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-5,000
2502
– –
-420
2503
– –
-7,200
2504
– –
-12,000
2505
– –
-70,410
2506
– –
-2,200
2507
– –
-1,075
2508
– –
-6,380
2509
– –
-1,855
2510
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-4,550
2511
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-530
2512
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-3,350
2513
– –
-1,600
2514
– –
-380
2515
– –
-350
2516
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-667
2517
– –
-710
2518
– –
-5,975
2519
– –
-1,060
2520
– –
-2,600
2521
– –
-748,000
2522
– –
-550
2523
– –
-2,640
2524
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-430
2525
– –
0
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