BA
Ballew Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+6.39%
1 Year Return
+16.56%
3 Year Return
+49.5%
5 Year Return
+74.87%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+8.9%)
Cap. Flow
+$4.52M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
49.49%
Holding
104
New
6
Increased
40
Reduced
35
Closed
3
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.65M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$767K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$605K |
| 5 |
Capital Group Growth ETF
CGGR
|
$346K |
Top Sells
| 1 |
VanEck Junior Gold Miners ETF
GDXJ
|
$331K |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$323K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$311K |
| 4 |
NVIDIA
NVDA
|
$259K |
| 5 |
Coca-Cola
KO
|
$207K |
Sector Composition
| 1 | Financials | 4.63% |
| 2 | Energy | 3.12% |
| 3 | Consumer Discretionary | 1.8% |
| 4 | Technology | 1.76% |
| 5 | Consumer Staples | 0.88% |
