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
376
$2.17M 0.02%
61,966
-1,407
377
$2.16M 0.02%
23,412
+21,077
378
$2.16M 0.02%
8,777
+7,876
379
$2.12M 0.02%
11,994
+3,848
380
$2.12M 0.02%
+24,686
381
$2.1M 0.02%
85,520
+16,301
382
$2.1M 0.02%
26,122
-4,073
383
$2.08M 0.02%
10,902
+788
384
$2.07M 0.02%
100,019
-1,674,985
385
$2.04M 0.02%
40,231
+1,345
386
$2.01M 0.02%
28,685
+813
387
$2.01M 0.02%
404
+70
388
$2M 0.02%
16,112
+7,319
389
$1.99M 0.02%
19,879
+18,733
390
$1.98M 0.02%
72,282
+39,760
391
$1.97M 0.02%
3,960
+739
392
$1.96M 0.02%
48,707
+10,564
393
$1.92M 0.02%
98,828
-4,892,881
394
$1.91M 0.02%
33,742
+5,871
395
$1.89M 0.02%
5,659
+402
396
$1.89M 0.02%
17,132
+13,668
397
$1.87M 0.02%
27,462
+8,311
398
$1.86M 0.02%
6,735
+2,787
399
$1.86M 0.02%
29,096
+8,769
400
$1.84M 0.02%
42,530
-568
14 15
16
17 18