BA
Ballew Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+1.19%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(-0.28%)
Cap. Flow
+$83.2K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
51.6%
Holding
94
New
5
Increased
35
Reduced
34
Closed
5
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$1.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.06M |
| 3 |
abrdn Physical Platinum Shares ETF
PPLT
|
$850K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$572K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$549K |
Top Sells
Sector Composition
| 1 | Energy | 1.6% |
| 2 | Financials | 0.99% |
| 3 | Communication Services | 0.66% |
| 4 | Technology | 0.62% |
| 5 | Healthcare | 0.46% |
