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
51
$754K 0.52%
15,793
+58
52
$746K 0.51%
1,434
+13
53
$737K 0.51%
27,800
-6,725
54
$694K 0.48%
3,456
55
$650K 0.45%
3,721
-11
56
$638K 0.44%
5,888
57
$636K 0.44%
25,000
58
$628K 0.43%
3,802
+12
59
$612K 0.42%
4,865
60
$605K 0.42%
+1,176
61
$593K 0.41%
4,853
+22
62
$555K 0.38%
6,780
-634
63
$554K 0.38%
42,176
-3,244
64
$545K 0.38%
3,178
-13
65
$525K 0.36%
3,056
-13
66
$509K 0.35%
4,264
-249
67
$472K 0.33%
5,374
+645
68
$469K 0.32%
1,146
+1
69
$463K 0.32%
9,828
+592
70
$455K 0.31%
6,518
+17
71
$441K 0.3%
9,380
-5
72
$424K 0.29%
6,896
-728
73
$421K 0.29%
8,871
+6
74
$413K 0.28%
4,665
-425
75
$411K 0.28%
10,101
1 2
3
4 5