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
1826
$0 ﹤0.01%
+10
1827
$0 ﹤0.01%
+9
1828
$0 ﹤0.01%
+7
1829
$0 ﹤0.01%
+8
1830
$0 ﹤0.01%
+10
1831
$0 ﹤0.01%
+3
1832
$0 ﹤0.01%
+13
1833
$0 ﹤0.01%
+26
1834
$0 ﹤0.01%
+4
1835
$0 ﹤0.01%
+4
1836
$0 ﹤0.01%
+6
1837
$0 ﹤0.01%
+16
1838
$0 ﹤0.01%
+7
1839
$0 ﹤0.01%
+9
1840
$0 ﹤0.01%
+15
1841
$0 ﹤0.01%
+30
1842
$0 ﹤0.01%
+7
1843
$0 ﹤0.01%
+10
1844
$0 ﹤0.01%
+8
1845
$0 ﹤0.01%
+76
1846
$0 ﹤0.01%
+29
1847
$0 ﹤0.01%
+2
1848
$0 ﹤0.01%
+14
1849
$0 ﹤0.01%
+26
1850
$0 ﹤0.01%
+8