BA
Ballew Advisors Portfolio holdings
AUM
$168M
1-Year Return
16.56%
This Quarter Return
-5.43%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$106M
AUM Growth
-$2.72M
(-2.5%)
Cap. Flow
-$5.53M
Cap. Flow
% of AUM
-5.19%
Top 10 Holdings %
Top 10 Hldgs %
45.86%
Holding
525
New
1
Increased
52
Reduced
28
Closed
431
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$4.41M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.45M |
| 3 |
Global X Silver Miners ETF NEW
SIL
|
+$2.12M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.79M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.16M |
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$2.51M |
| 2 |
ProShares Short S&P500
SH
|
+$1.16M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$1.15M |
| 4 |
ProShares Short Russell2000
RWM
|
+$1.05M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.03M |
Sector Composition
| 1 | Energy | 2.04% |
| 2 | Financials | 1.04% |
| 3 | Communication Services | 0.61% |
| 4 | Technology | 0.58% |
| 5 | Healthcare | 0.47% |
