BA

Ballew Advisors Portfolio holdings

AUM $179M
1-Year Est. Return 19.69%
This Quarter Est. Return
1 Year Est. Return
+19.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.94M
3
+$1.92M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.87M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.58M

Top Sells

1
+$3.77M
2
+$3.52M
3
+$1.16M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$1.12M
5
CALM icon
Cal-Maine
CALM
+$575K

Sector Composition

1 Financials 3.61%
2 Energy 2.39%
3 Communication Services 1.56%
4 Healthcare 1.11%
5 Technology 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.02%
+411
227
$23K 0.02%
+3,533
228
$23K 0.02%
+520
229
$22K 0.02%
+500
230
$22K 0.02%
+360
231
$22K 0.02%
+204
232
$22K 0.02%
+300
233
$22K 0.02%
+334
234
$22K 0.02%
+200
235
$22K 0.02%
+437
236
$21K 0.02%
+2,500
237
$21K 0.02%
+334
238
$21K 0.02%
+597
239
$21K 0.02%
+274
240
$21K 0.02%
+200
241
$21K 0.02%
+520
242
$20K 0.02%
+542
243
$20K 0.02%
+889
244
$20K 0.02%
+200
245
$20K 0.02%
+115
246
$20K 0.02%
+271
247
$20K 0.02%
+316
248
$19K 0.02%
+1,000
249
$19K 0.02%
+1,000
250
$19K 0.02%
+516
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