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Home > Institutional Investor > Bell Investment Advisors, Inc > Profile

Instuitional Investor - Bell Investment Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Bell Investment Advisors, Inc
Portfolio Value $487,392,050
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 485,956 $48,469,250 9.94%
2.
Schwab Strategic Trust
 FNDF 722,640 $44,760,352 9.18%
3.
Vanguard Scottsdale Funds
 836,135 $38,763,229 7.95%
4.
Flexshares Trust
 1,625,318 $38,390,004 7.87%
5.
Ishares Trust
 IEF 276,017 $27,292,568 5.59%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)