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
51
$771K 0.56%
2,319
52
$761K 0.55%
4,243
53
$728K 0.53%
4,603
54
$670K 0.48%
108
55
$645K 0.47%
1,520
+8
56
$641K 0.46%
28,107
57
$640K 0.46%
3,374
58
$636K 0.46%
30,000
59
$621K 0.45%
28,751
60
$621K 0.45%
32,747
61
$593K 0.43%
3,732
62
$560K 0.4%
5,848
63
$559K 0.4%
7,514
64
$547K 0.4%
4,249
65
$515K 0.37%
59,396
66
$508K 0.37%
4,796
67
$507K 0.37%
5,932
+3
68
$505K 0.36%
11,868
69
$483K 0.35%
22,357
70
$475K 0.34%
6,715
71
$426K 0.31%
3,190
72
$418K 0.3%
1,401
73
$394K 0.28%
8,366
74
$385K 0.28%
3,789
75
$376K 0.27%
9,372
1 2
3
4 5