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
$114M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.94M
3
+$1.92M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.87M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.58M

Top Sells

1
+$3.77M
2
+$3.52M
3
+$1.16M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$1.12M
5
CALM icon
Cal-Maine
CALM
+$575K

Sector Composition

1 Financials 3.61%
2 Energy 2.39%
3 Communication Services 1.56%
4 Healthcare 1.11%
5 Technology 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$82K 0.07%
+5,000
127
$77K 0.07%
+430
128
$75K 0.07%
+750
129
$74K 0.06%
+534
130
$72K 0.06%
+1,055
131
$72K 0.06%
+1,095
132
$70K 0.06%
+1,865
133
$69K 0.06%
1,581
-13,181
134
$69K 0.06%
+3,688
135
$69K 0.06%
+1,553
136
$68K 0.06%
+200
137
$67K 0.06%
+1,300
138
$67K 0.06%
+2,244
139
$66K 0.06%
+837
140
$65K 0.06%
+594
141
$65K 0.06%
+1,242
142
$64K 0.06%
+1,377
143
$63K 0.06%
+1,474
144
$63K 0.06%
+1,160
145
$62K 0.05%
+291
146
$62K 0.05%
+750
147
$61K 0.05%
+185
148
$61K 0.05%
+1,142
149
$61K 0.05%
+484
150
$61K 0.05%
+600
4 5
6
7 8