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
$145M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$767K
3
+$605K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$346K
5
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$309K

Top Sells

1
+$331K
2
+$323K
3
+$311K
4
NVDA icon
NVIDIA
NVDA
+$259K
5
KO icon
Coca-Cola
KO
+$207K

Sector Composition

1 Financials 4.63%
2 Energy 3.12%
3 Consumer Discretionary 1.8%
4 Technology 1.76%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.97%
28,563
+580
27
$1.41M 0.97%
12,622
+583
28
$1.36M 0.94%
66,408
-2,416
29
$1.35M 0.93%
30,729
30
$1.32M 0.91%
7,842
+191
31
$1.3M 0.89%
12,879
-155
32
$1.28M 0.89%
7,300
33
$1.22M 0.84%
23,819
-908
34
$1.2M 0.83%
26,390
-2,455
35
$1.2M 0.83%
21,057
+1,591
36
$1.12M 0.78%
48,769
+11,474
37
$1.07M 0.74%
19,224
-321
38
$1.03M 0.71%
3,103
-39
39
$1.01M 0.7%
10,379
-47
40
$985K 0.68%
2,328
+60
41
$961K 0.66%
7,236
+33
42
$913K 0.63%
1,520
43
$867K 0.6%
7,112
-519
44
$853K 0.59%
38,672
+6,310
45
$847K 0.58%
3,930
+100
46
$827K 0.57%
108
-4
47
$826K 0.57%
43,243
+6,712
48
$790K 0.55%
4,248
+62
49
$784K 0.54%
10,984
-391
50
$756K 0.52%
4,650
+13
1
2
3 4 5