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
101
$210K 0.15%
7,681
+57
102
$209K 0.15%
3,515
+2
103
$209K 0.15%
1,134
104
$207K 0.15%
+3,632
105
$201K 0.15%
+2,612
106
$201K 0.15%
+1,870
107
$139K 0.1%
2,750
108
$102K 0.07%
12,594
109
$92.1K 0.07%
11,996
110
$56.4K 0.04%
11,587
111
$27.3K 0.02%
62,754
1 2 3 4
5