BA
Ballew Advisors Portfolio holdings
AUM
$168M
This Quarter Return
-12.69%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$88.5M
AUM Growth
+$88.5M
(-24%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-12.3%
Top 10 Holdings %
Top 10 Hldgs %
56.52%
Holding
98
New
6
Increased
28
Reduced
35
Closed
22
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.8M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.87M |
| 3 |
ProShares Short QQQ
PSQ
|
$1.82M |
| 4 |
SPDR Gold Trust
GLD
|
$1.56M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$883K |
Top Sells
| 1 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
$5.63M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$3.56M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$2.95M |
| 4 |
Global X Silver Miners ETF NEW
SIL
|
$1.96M |
| 5 |
ProShares Short Russell2000
RWM
|
$1.51M |
Sector Composition
| 1 | Financials | 0.96% |
| 2 | Technology | 0.72% |
| 3 | Energy | 0.6% |
| 4 | Healthcare | 0.51% |
| 5 | Consumer Discretionary | 0.38% |
