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
151
$59K 0.05%
+797
152
$59K 0.05%
+1,000
153
$58K 0.05%
+865
154
$57K 0.05%
+335
155
$56K 0.05%
+861
156
$56K 0.05%
+1,430
157
$55K 0.05%
+102
158
$55K 0.05%
+250
159
$55K 0.05%
209
-4,391
160
$54K 0.05%
+539
161
$51K 0.04%
+800
162
$49K 0.04%
+515
163
$48K 0.04%
26,200
-100
164
$48K 0.04%
+1,100
165
$48K 0.04%
+915
166
$48K 0.04%
+4,813
167
$46K 0.04%
+7,271
168
$45K 0.04%
+445
169
$45K 0.04%
+402
170
$45K 0.04%
+648
171
$44K 0.04%
+637
172
$43K 0.04%
+509
173
$43K 0.04%
+506
174
$43K 0.04%
+420
175
$43K 0.04%
+1,743
5 6
7
8 9