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
1726
$0 ﹤0.01%
+30
1727
$0 ﹤0.01%
+19
1728
$0 ﹤0.01%
+3
1729
$0 ﹤0.01%
+138
1730
$0 ﹤0.01%
+7
1731
$0 ﹤0.01%
+4
1732
$0 ﹤0.01%
+7
1733
$0 ﹤0.01%
+9
1734
$0 ﹤0.01%
+16
1735
$0 ﹤0.01%
+61
1736
$0 ﹤0.01%
+37
1737
$0 ﹤0.01%
+12
1738
$0 ﹤0.01%
+8
1739
$0 ﹤0.01%
+6
1740
$0 ﹤0.01%
+2
1741
$0 ﹤0.01%
+7
1742
$0 ﹤0.01%
+7
1743
$0 ﹤0.01%
+21
1744
$0 ﹤0.01%
+8
1745
$0 ﹤0.01%
+9
1746
$0 ﹤0.01%
+16
1747
$0 ﹤0.01%
+5
1748
$0 ﹤0.01%
+6
1749
$0 ﹤0.01%
+20
1750
$0 ﹤0.01%
+42