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
$117M
AUM Growth
+$7.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.18M
3
+$469K
4
TFC icon
Truist Financial
TFC
+$413K
5
TTE icon
TotalEnergies
TTE
+$403K

Top Sells

1
+$1.28M
2
+$850K
3
+$747K
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$662K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$534K

Sector Composition

1 Energy 2.39%
2 Financials 0.92%
3 Technology 0.76%
4 Communication Services 0.72%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$474K 0.41%
3,468
+3
52
$469K 0.4%
+5,000
53
$467K 0.4%
3,220
-251
54
$456K 0.39%
6,902
-318
55
$425K 0.36%
9,688
+2,963
56
$413K 0.35%
+7,346
57
$403K 0.35%
+7,212
58
$402K 0.34%
18,830
-51
59
$388K 0.33%
3,140
60
$384K 0.33%
7,641
-356
61
$373K 0.32%
4,363
62
$372K 0.32%
6,152
+276
63
$371K 0.32%
28,589
+17,003
64
$364K 0.31%
14,212
+19
65
$351K 0.3%
3,320
66
$342K 0.29%
14,284
67
$322K 0.28%
10,975
+906
68
$315K 0.27%
5,263
69
$311K 0.27%
1,362
-500
70
$309K 0.26%
+1,175
71
$307K 0.26%
+5,159
72
$297K 0.25%
3,120
-100
73
$296K 0.25%
+4,870
74
$288K 0.25%
8,496
-90
75
$287K 0.25%
9,644
+6
1 2
3
4