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
$151M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$808K
3
+$352K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$317K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$270K

Top Sells

1
+$545K
2
+$537K
3
+$537K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$534K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$522K

Sector Composition

1 Financials 6.17%
2 Energy 2.82%
3 Technology 2.36%
4 Consumer Discretionary 1.94%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$74.8K 0.05%
12,587
102
$5.8K ﹤0.01%
500
+225
103
– –
-10,000
104
– –
-4,264
105
– –
-4,665
1 2 3 4
5