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
76
$390K 0.27%
1,307
77
$385K 0.27%
3,035
+14
78
$343K 0.24%
2,199
+54
79
$323K 0.22%
11,182
+51
80
$314K 0.22%
10,767
81
$312K 0.22%
5,146
+4
82
$309K 0.21%
+7,999
83
$300K 0.21%
35,251
84
$299K 0.21%
4,121
-195
85
$299K 0.21%
804
-12
86
$264K 0.18%
558
87
$263K 0.18%
6,295
-3,006
88
$255K 0.18%
9,540
89
$250K 0.17%
1,052
+41
90
$248K 0.17%
2,612
91
$241K 0.17%
4,272
-275
92
$230K 0.16%
+6,000
93
$221K 0.15%
629
-10
94
$221K 0.15%
3,632
95
$210K 0.15%
5,602
96
$208K 0.14%
+1,668
97
$206K 0.14%
2,360
-2,970
98
$103K 0.07%
12,597
99
$74.5K 0.05%
12,587
100
$45.1K 0.03%
+10,000
1 2 3
4
5