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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 $639,150,876
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 643,921 $64,514,431 10.09%
2.
Schwab Strategic Trust
 FNDF 2,178,555 $60,672,748 9.49%
3.
Vanguard Scottsdale Funds
 1,052,213 $49,401,391 7.73%
4.
Flexshares Trust
 1,999,082 $48,457,742 7.58%
5.
Ishares Trust
 IEF 426,169 $36,944,610 5.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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