BA
Ballew Advisors Portfolio holdings
AUM
$177M
1-Year Est. Return
21.54%
1 Year Est. Return
+21.54%
AUM
$177M
AUM Growth
-$1.74M
(-0.97%)
Holding
130
Top Buys
| 1 | +$2.75M | |
| 2 | +$2.71M | |
| 3 | +$434K | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$429K |
| 5 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$417K |
Top Sells
| 1 | +$5.34M | |
| 2 | +$2.63M | |
| 3 | +$2.22M | |
| 4 |
iShares Silver Trust
SLV
|
+$1.68M |
| 5 |
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$703K |
Sector Composition
| 1 | Financials | 4.33% |
| 2 | Technology | 3.7% |
| 3 | Consumer Discretionary | 3.01% |
| 4 | Energy | 2.72% |
| 5 | Communication Services | 1.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares US Regional Banks ETF
IAT
$607M
| – | – |
-5,694
|
|
||
127
Cal-Maine
CALM
$3.51B
| – | – |
-3,116
|
|
||
|
BSJP
128
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
| – | – |
-30,441
|
|
||
|
BSCP
129
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-31,881
|
|
||
130
iShares Core US Aggregate Bond ETF
AGG
$137B
| – | – |
-2,536
|
|