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
$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 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$1K ﹤0.01%
+4
1577
$1K ﹤0.01%
+11
1578
$1K ﹤0.01%
+55
1579
$1K ﹤0.01%
+7
1580
$1K ﹤0.01%
+10
1581
$1K ﹤0.01%
+24
1582
$1K ﹤0.01%
+24
1583
$1K ﹤0.01%
+17
1584
$1K ﹤0.01%
+11
1585
$1K ﹤0.01%
+16
1586
$1K ﹤0.01%
+17
1587
$1K ﹤0.01%
+32
1588
$1K ﹤0.01%
+18
1589
$1K ﹤0.01%
+84
1590
$1K ﹤0.01%
+21
1591
$1K ﹤0.01%
+61
1592
$1K ﹤0.01%
+6
1593
$1K ﹤0.01%
+34
1594
$1K ﹤0.01%
+10
1595
$1K ﹤0.01%
+138
1596
$1K ﹤0.01%
+30
1597
$1K ﹤0.01%
+68
1598
$1K ﹤0.01%
+195
1599
$1K ﹤0.01%
+32
1600
$1K ﹤0.01%
+15