BIA

Bell Investment Advisors Portfolio holdings

AUM $612M
1-Year Est. Return 8.59%
This Quarter Est. Return
1 Year Est. Return
+8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,969
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.34M
3 +$1.21M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$983K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K

Top Sells

1 +$678K
2 +$520K
3 +$483K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$456K
5
TSLA icon
Tesla
TSLA
+$287K

Sector Composition

1 Technology 2.61%
2 Financials 1.07%
3 Industrials 0.99%
4 Communication Services 0.99%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$10.1K ﹤0.01%
345
602
$10.1K ﹤0.01%
58
603
$9.99K ﹤0.01%
37
+6
604
$9.98K ﹤0.01%
100
-4
605
$9.96K ﹤0.01%
580
+31
606
$9.96K ﹤0.01%
162
+37
607
$9.96K ﹤0.01%
689
+76
608
$9.94K ﹤0.01%
68
609
$9.9K ﹤0.01%
133
610
$9.9K ﹤0.01%
365
+144
611
$9.88K ﹤0.01%
180
+9
612
$9.88K ﹤0.01%
167
613
$9.83K ﹤0.01%
126
614
$9.82K ﹤0.01%
1,128
+19
615
$9.79K ﹤0.01%
788
+30
616
$9.75K ﹤0.01%
234
617
$9.72K ﹤0.01%
98
+21
618
$9.67K ﹤0.01%
254
619
$9.67K ﹤0.01%
308
620
$9.67K ﹤0.01%
108
621
$9.65K ﹤0.01%
65
622
$9.63K ﹤0.01%
219
623
$9.6K ﹤0.01%
1,002
+49
624
$9.59K ﹤0.01%
60
+6
625
$9.59K ﹤0.01%
149
+9