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
176
$41K 0.04%
+826
177
$40K 0.04%
+750
178
$40K 0.04%
+1,530
179
$40K 0.04%
+59
180
$40K 0.04%
+1,347
181
$37K 0.03%
+5,600
182
$37K 0.03%
+1,080
183
$37K 0.03%
+474
184
$37K 0.03%
+251
185
$37K 0.03%
+313
186
$36K 0.03%
+630
187
$36K 0.03%
+932
188
$36K 0.03%
+711
189
$35K 0.03%
+305
190
$35K 0.03%
+684
191
$34K 0.03%
+207
192
$34K 0.03%
+3,034
193
$34K 0.03%
+1,000
194
$34K 0.03%
+167
195
$33K 0.03%
+525
196
$33K 0.03%
+600
197
$33K 0.03%
+1,060
198
$33K 0.03%
+1,000
199
$33K 0.03%
+500
200
$32K 0.03%
+1,000
6 7
8
9 10