BIA
Bell Investment Advisors Portfolio holdings
AUM
$582M
1-Year Return
9.2%
This Quarter Return
-5.4%
1 Year Return
+9.2%
3 Year Return
+27.53%
5 Year Return
–
10 Year Return
–
AUM
$322M
AUM Growth
-$3.93M
(-1.2%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
61.81%
Holding
2,064
New
185
Increased
806
Reduced
610
Closed
171
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.05% |
| 2 | Communication Services | 0.92% |
| 3 | Healthcare | 0.92% |
| 4 | Financials | 0.69% |
| 5 | Consumer Staples | 0.57% |
