BA

Ballew Advisors Portfolio holdings

AUM $177M
1-Year Est. Return 21.54%
This Quarter Est. Return
1 Year Est. Return
+21.54%
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
376
$4K ﹤0.01%
+425
377
$3K ﹤0.01%
+50
378
$3K ﹤0.01%
+28
379
$3K ﹤0.01%
+60
380
$3K ﹤0.01%
+91
381
$3K ﹤0.01%
+90
382
$3K ﹤0.01%
+77
383
$3K ﹤0.01%
+20
384
$3K ﹤0.01%
+149
385
$3K ﹤0.01%
+117
386
$3K ﹤0.01%
+35
387
$3K ﹤0.01%
+88
388
$3K ﹤0.01%
+50
389
$3K ﹤0.01%
+36
390
$3K ﹤0.01%
+75
391
$3K ﹤0.01%
43
-200
392
$2K ﹤0.01%
+36
393
$2K ﹤0.01%
+142
394
$2K ﹤0.01%
+56
395
$2K ﹤0.01%
+27
396
$2K ﹤0.01%
+200
397
$2K ﹤0.01%
+17
398
$2K ﹤0.01%
+5
399
$2K ﹤0.01%
+51
400
$2K ﹤0.01%
+125
14 15
16
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