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
$138M
AUM Growth
+$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$218K
3
+$207K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$201K
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$201K

Top Sells

1
+$1.31M
2
+$45.5K
3
+$44.1K
4
SHEL icon
Shell
SHEL
+$30.4K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$16.6K

Sector Composition

1 Financials 4.31%
2 Energy 2.53%
3 Technology 1.83%
4 Consumer Discretionary 1.62%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.88%
3,299
27
$1.15M 0.83%
10,688
28
$1.15M 0.83%
50,835
29
$1.14M 0.83%
120,089
30
$1.13M 0.82%
11,577
+21
31
$1.13M 0.81%
30,730
32
$1.12M 0.81%
38,208
+7,455
33
$1.11M 0.8%
25,148
34
$1.09M 0.79%
13,206
+33
35
$1.06M 0.77%
9,246
36
$946K 0.68%
19,990
+5
37
$941K 0.68%
49,720
38
$927K 0.67%
78,796
+158
39
$920K 0.66%
3,359
40
$919K 0.66%
8,204
41
$886K 0.64%
10,651
42
$869K 0.63%
18,276
+19
43
$863K 0.62%
41,688
+2,053
44
$858K 0.62%
42,580
45
$850K 0.61%
37,647
46
$846K 0.61%
7,300
47
$791K 0.57%
2,930
48
$788K 0.57%
37,192
49
$779K 0.56%
7,193
50
$774K 0.56%
7,201
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