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
$109M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$3.01M
3 +$2.92M
4
PSQ icon
ProShares Short QQQ
PSQ
+$2.83M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.18M

Top Sells

1 +$178K
2 +$108K
3 +$92.1K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$88K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$75K

Sector Composition

1 Energy 2.45%
2 Financials 1.86%
3 Communication Services 1.78%
4 Healthcare 1.3%
5 Technology 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K 0.01%
5
302
$9K 0.01%
+50
303
$9K 0.01%
+90
304
$9K 0.01%
1,050
305
$9K 0.01%
602
306
$9K 0.01%
+98
307
$9K 0.01%
+250
308
$8K 0.01%
201
309
$8K 0.01%
255
310
$8K 0.01%
+104
311
$8K 0.01%
+200
312
$8K 0.01%
+179
313
$8K 0.01%
+420
314
$8K 0.01%
+800
315
$8K 0.01%
+175
316
$8K 0.01%
19
317
$8K 0.01%
+94
318
$7K 0.01%
+300
319
$7K 0.01%
+300
320
$7K 0.01%
+101
321
$7K 0.01%
+326
322
$7K 0.01%
+270
323
$7K 0.01%
+200
324
$7K 0.01%
+202
325
$7K 0.01%
+492