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
626
$9.54K ﹤0.01%
82
627
$9.53K ﹤0.01%
327
+16
628
$9.48K ﹤0.01%
39
629
$9.47K ﹤0.01%
304
630
$9.44K ﹤0.01%
639
+495
631
$9.43K ﹤0.01%
61
632
$9.41K ﹤0.01%
656
+182
633
$9.4K ﹤0.01%
51
634
$9.35K ﹤0.01%
29
635
$9.32K ﹤0.01%
258
636
$9.29K ﹤0.01%
58
-6
637
$9.29K ﹤0.01%
70
638
$9.24K ﹤0.01%
585
+42
639
$9.22K ﹤0.01%
92
640
$9.17K ﹤0.01%
611
641
$9.16K ﹤0.01%
52
642
$9.14K ﹤0.01%
767
643
$9.11K ﹤0.01%
813
+736
644
$9.11K ﹤0.01%
209
645
$9.11K ﹤0.01%
145
-11
646
$9.06K ﹤0.01%
16
+6
647
$8.98K ﹤0.01%
114
648
$8.95K ﹤0.01%
407
649
$8.93K ﹤0.01%
34
+2
650
$8.92K ﹤0.01%
108