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
$326M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,879
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.07%
2 Communication Services 1%
3 Healthcare 0.92%
4 Financials 0.7%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$0 ﹤0.01%
+41
1877
$0 ﹤0.01%
+59
1878
$0 ﹤0.01%
+35
1879
$0 ﹤0.01%
+4