BIA
Bell Investment Advisors Portfolio holdings
AUM
$582M
1-Year Return
9.2%
This Quarter Return
-0.63%
1 Year Return
+9.2%
3 Year Return
+27.53%
5 Year Return
–
10 Year Return
–
AUM
$338M
AUM Growth
–
Cap. Flow
+$338M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.9%
Holding
1,868
New
1,864
Increased
–
Reduced
–
Closed
–
Top Buys
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% |