BIA

Bell Investment Advisors Portfolio holdings

AUM $582M
1-Year Est. Return 9.2%
This Quarter Est. Return
1 Year Est. Return
+9.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,868
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.25%
2 Healthcare 0.89%
3 Financials 0.88%
4 Communication Services 0.82%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$6K ﹤0.01%
+27
652
$6K ﹤0.01%
+61
653
$6K ﹤0.01%
+138
654
$6K ﹤0.01%
+114
655
$6K ﹤0.01%
+22
656
$6K ﹤0.01%
+64
657
$6K ﹤0.01%
+70
658
$6K ﹤0.01%
+27
659
$6K ﹤0.01%
+84
660
$6K ﹤0.01%
+320
661
$6K ﹤0.01%
+805
662
$6K ﹤0.01%
+277
663
$6K ﹤0.01%
+122
664
$6K ﹤0.01%
+30
665
$6K ﹤0.01%
+37
666
$6K ﹤0.01%
+113
667
$6K ﹤0.01%
+87
668
$6K ﹤0.01%
+75
669
$6K ﹤0.01%
+138
670
$6K ﹤0.01%
+43
671
$6K ﹤0.01%
+121
672
$6K ﹤0.01%
+61
673
$6K ﹤0.01%
+231
674
$6K ﹤0.01%
+26
675
$6K ﹤0.01%
+273