ACA

Aptus Capital Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 12.3%
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,464
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$99.9M
3
+$69.2M
4
AAPL icon
Apple
AAPL
+$62.7M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$53.6M

Top Sells

1
+$95.1M
2
+$34.6M
3
+$31.3M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$28M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$23.2M

Sector Composition

1 Technology 12.8%
2 Financials 6.31%
3 Consumer Discretionary 4.7%
4 Healthcare 4.3%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.58M 0.03%
9,149
+6,359
352
$2.55M 0.03%
27,481
+11,447
353
$2.49M 0.03%
30,566
+23,375
354
$2.48M 0.03%
166,110
-6,104
355
$2.48M 0.03%
27,082
+21,258
356
$2.48M 0.03%
+7,444
357
$2.48M 0.03%
41,220
-138,771
358
$2.47M 0.03%
133,573
+18,259
359
$2.45M 0.03%
3,936
+376
360
$2.39M 0.03%
91,428
-3,390
361
$2.38M 0.02%
8,830
+8,521
362
$2.38M 0.02%
75,919
+67,687
363
$2.38M 0.02%
47,634
-554
364
$2.37M 0.02%
+24,026
365
$2.36M 0.02%
14,158
+2,451
366
$2.34M 0.02%
11,592
+2,176
367
$2.34M 0.02%
13,815
+2,321
368
$2.33M 0.02%
29,142
+753
369
$2.33M 0.02%
4,087
+72
370
$2.33M 0.02%
41,063
+34,764
371
$2.32M 0.02%
23,927
+10,002
372
$2.27M 0.02%
28,179
+16,679
373
$2.26M 0.02%
55,263
+5,719
374
$2.23M 0.02%
78,832
+5,050
375
$2.23M 0.02%
120,332
+17,752
13 14
15
16 17