BIA
Bell Investment Advisors Portfolio holdings
AUM
$582M
This Quarter Return
-3.71%
1 Year Return
+9.2%
3 Year Return
+27.53%
5 Year Return
–
10 Year Return
–
AUM
$446M
AUM Growth
+$446M
(-0.96%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
58.83%
Holding
2,032
New
116
Increased
640
Reduced
753
Closed
109
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Healthcare | 0.97% |
| 3 | Communication Services | 0.95% |
| 4 | Industrials | 0.81% |
| 5 | Financials | 0.74% |