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
1576
$1K ﹤0.01%
+31
1577
$1K ﹤0.01%
+26
1578
$1K ﹤0.01%
+56
1579
$1K ﹤0.01%
+19
1580
$1K ﹤0.01%
+26
1581
$1K ﹤0.01%
+23
1582
$1K ﹤0.01%
+268
1583
$1K ﹤0.01%
+13
1584
$1K ﹤0.01%
+8
1585
$1K ﹤0.01%
+15
1586
$1K ﹤0.01%
+7
1587
$1K ﹤0.01%
+9
1588
$1K ﹤0.01%
+2
1589
$1K ﹤0.01%
+9
1590
$1K ﹤0.01%
+22
1591
$1K ﹤0.01%
+7
1592
$1K ﹤0.01%
+37
1593
$1K ﹤0.01%
+18
1594
$1K ﹤0.01%
+9
1595
$1K ﹤0.01%
+8
1596
$1K ﹤0.01%
+37
1597
$1K ﹤0.01%
+30
1598
$1K ﹤0.01%
+9
1599
$1K ﹤0.01%
+101
1600
$1K ﹤0.01%
+64