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
351
$5K ﹤0.01%
+8,687
352
$5K ﹤0.01%
+203
353
$5K ﹤0.01%
+78
354
$5K ﹤0.01%
358
-2,021
355
$5K ﹤0.01%
+74
356
$5K ﹤0.01%
+114
357
$5K ﹤0.01%
+133
358
$5K ﹤0.01%
+103
359
$5K ﹤0.01%
+270
360
$5K ﹤0.01%
+50
361
$5K ﹤0.01%
+60
362
$5K ﹤0.01%
+100
363
$5K ﹤0.01%
+217
364
$4K ﹤0.01%
+1,250
365
$4K ﹤0.01%
+33
366
$4K ﹤0.01%
+56
367
$4K ﹤0.01%
+667
368
$4K ﹤0.01%
+30
369
$4K ﹤0.01%
+30
370
$4K ﹤0.01%
+115
371
$4K ﹤0.01%
+425
372
$4K ﹤0.01%
+90
373
$4K ﹤0.01%
+50
374
$4K ﹤0.01%
+25
375
$4K ﹤0.01%
+23
13 14
15
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