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
1526
$1K ﹤0.01%
+35
1527
$1K ﹤0.01%
+12
1528
$1K ﹤0.01%
+41
1529
$1K ﹤0.01%
+3
1530
$1K ﹤0.01%
+29
1531
$1K ﹤0.01%
+3
1532
$1K ﹤0.01%
+38
1533
$1K ﹤0.01%
+6
1534
$1K ﹤0.01%
+45
1535
$1K ﹤0.01%
+4
1536
$1K ﹤0.01%
+11
1537
$1K ﹤0.01%
+55
1538
$1K ﹤0.01%
+7
1539
$1K ﹤0.01%
+10
1540
$1K ﹤0.01%
+24
1541
$1K ﹤0.01%
+24
1542
$1K ﹤0.01%
+22
1543
$1K ﹤0.01%
+30
1544
$1K ﹤0.01%
+16
1545
$1K ﹤0.01%
+68
1546
$1K ﹤0.01%
+195
1547
$1K ﹤0.01%
+32
1548
$1K ﹤0.01%
+15
1549
$1K ﹤0.01%
+30
1550
$1K ﹤0.01%
+19