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
326
$7K 0.01%
+54
327
0
328
$7K 0.01%
+240
329
$7K 0.01%
816
330
$7K 0.01%
+1,182
331
$6K 0.01%
+577
332
$6K 0.01%
+104
333
$6K 0.01%
+3,629
334
$6K 0.01%
+88
335
$6K 0.01%
+400
336
$6K 0.01%
+100
337
$6K 0.01%
+163
338
$6K 0.01%
+178
339
$6K 0.01%
+389
340
$6K 0.01%
+52
341
$6K 0.01%
102
-150
342
$6K 0.01%
+115
343
$6K 0.01%
+245
344
$6K 0.01%
+682
345
$5K ﹤0.01%
+150
346
$5K ﹤0.01%
+167
347
$5K ﹤0.01%
+32
348
$5K ﹤0.01%
+101
349
$5K ﹤0.01%
+38
350
$5K ﹤0.01%
+579