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
1676
$1K ﹤0.01%
+53
1677
$1K ﹤0.01%
+4
1678
$1K ﹤0.01%
+16
1679
$1K ﹤0.01%
+22
1680
$1K ﹤0.01%
+9
1681
$1K ﹤0.01%
+91
1682
$1K ﹤0.01%
+36
1683
$1K ﹤0.01%
+54
1684
$1K ﹤0.01%
+31
1685
$1K ﹤0.01%
+351
1686
$1K ﹤0.01%
+3
1687
$1K ﹤0.01%
+87
1688
$1K ﹤0.01%
+24
1689
$1K ﹤0.01%
+6
1690
$1K ﹤0.01%
+84
1691
$1K ﹤0.01%
+11
1692
$1K ﹤0.01%
+8
1693
$1K ﹤0.01%
+48
1694
$1K ﹤0.01%
+9
1695
$1K ﹤0.01%
+89
1696
$1K ﹤0.01%
+17
1697
$1K ﹤0.01%
+11
1698
$1K ﹤0.01%
+27
1699
$1K ﹤0.01%
+5
1700
$1K ﹤0.01%
+29