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
$326M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,879
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.07%
2 Communication Services 1%
3 Healthcare 0.92%
4 Financials 0.7%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$1K ﹤0.01%
+17
1552
$1K ﹤0.01%
+20
1553
$1K ﹤0.01%
+188
1554
$1K ﹤0.01%
+17
1555
$1K ﹤0.01%
+90
1556
$1K ﹤0.01%
+37
1557
$1K ﹤0.01%
+36
1558
$1K ﹤0.01%
+80
1559
$1K ﹤0.01%
+69
1560
$1K ﹤0.01%
+39
1561
$1K ﹤0.01%
+91
1562
$1K ﹤0.01%
+19
1563
$1K ﹤0.01%
+14
1564
$1K ﹤0.01%
+16
1565
$1K ﹤0.01%
+17
1566
$1K ﹤0.01%
+6
1567
$1K ﹤0.01%
+42
1568
$1K ﹤0.01%
+97
1569
$1K ﹤0.01%
+86
1570
$1K ﹤0.01%
+18
1571
$1K ﹤0.01%
+21
1572
$1K ﹤0.01%
+69
1573
$1K ﹤0.01%
+26
1574
$1K ﹤0.01%
+18
1575
$1K ﹤0.01%
+7