Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Fund
S&P 500
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
+$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
2126
$14K ﹤0.01%
500
2127
$14K ﹤0.01%
+1,600
2128
$14K ﹤0.01%
+740
2129
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200
2130
$14K ﹤0.01%
+650
2131
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426
-696
2132
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95
-400
2133
$14K ﹤0.01%
630
+530
2134
$14K ﹤0.01%
1,600
2135
$14K ﹤0.01%
510
2136
$14K ﹤0.01%
+3,060
2137
$14K ﹤0.01%
4,100
2138
$13K ﹤0.01%
437
2139
$13K ﹤0.01%
+570
2140
$13K ﹤0.01%
+830
2141
$13K ﹤0.01%
490
-900
2142
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+850
2143
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450
-500
2144
$13K ﹤0.01%
130
+3
2145
$13K ﹤0.01%
+590
2146
$13K ﹤0.01%
+830
2147
$13K ﹤0.01%
2,100
+1,280
2148
$13K ﹤0.01%
+910
2149
$13K ﹤0.01%
359
2150
$13K ﹤0.01%
770
84 85
86
87 88