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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 $541,180,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 566,721 $56,774,153 10.49%
2.
Schwab Strategic Trust
 FNDF 2,141,066 $50,550,580 9.34%
3.
Flexshares Trust
 1,780,929 $43,419,050 8.02%
4.
Vanguard Scottsdale Funds
 913,358 $42,297,603 7.82%
5.
Ishares Trust
 IEF 365,808 $33,299,465 6.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)