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
676
$8.37K ﹤0.01%
268
677
$8.33K ﹤0.01%
306
+19
678
$8.33K ﹤0.01%
520
-47
679
$8.28K ﹤0.01%
386
+178
680
$8.26K ﹤0.01%
48
681
$8.25K ﹤0.01%
78
682
$8.25K ﹤0.01%
354
-2
683
$8.2K ﹤0.01%
813
-99
684
$8.14K ﹤0.01%
82
685
$8.12K ﹤0.01%
129
+4
686
$8.1K ﹤0.01%
154
687
$8.1K ﹤0.01%
54
688
$8.1K ﹤0.01%
115
-129
689
$8.09K ﹤0.01%
62
690
$8.06K ﹤0.01%
22
+3
691
$8.03K ﹤0.01%
137
+8
692
$8.03K ﹤0.01%
134
-14
693
$8.02K ﹤0.01%
124
+8
694
$8.01K ﹤0.01%
588
+36
695
$8.01K ﹤0.01%
135
+115
696
$8K ﹤0.01%
91
+9
697
$7.99K ﹤0.01%
70
-17
698
$7.99K ﹤0.01%
133
-104
699
$7.99K ﹤0.01%
144
+11
700
$7.97K ﹤0.01%
222
+14
26 27
28
29 30