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
426
$1.6M 0.02%
73,274
+15,869
427
$1.59M 0.02%
35,376
+4,207
428
$1.58M 0.02%
+29,238
429
$1.58M 0.02%
11,998
+2,186
430
$1.57M 0.02%
+92,186
431
$1.56M 0.02%
16,026
+11,479
432
$1.54M 0.02%
28,213
+7,930
433
$1.52M 0.02%
30,685
+2,655
434
$1.52M 0.02%
11,033
+3,442
435
$1.52M 0.02%
13,597
+1,420
436
$1.51M 0.02%
29,435
+16,501
437
$1.5M 0.02%
26,985
+20,711
438
$1.49M 0.02%
55,810
+1,348
439
$1.49M 0.02%
2,143
+1,505
440
$1.47M 0.02%
56,919
-6,543
441
$1.47M 0.02%
10,555
+4,340
442
$1.47M 0.02%
11,367
-124
443
$1.47M 0.02%
11,094
+7,782
444
$1.46M 0.02%
8,466
+78
445
$1.45M 0.02%
74,503
-3,438
446
$1.44M 0.02%
11,821
-279
447
$1.43M 0.01%
14,152
-2,708
448
$1.42M 0.01%
26,298
+13,941
449
$1.42M 0.01%
14,292
+160
450
$1.39M 0.01%
+18,820
16 17
18
19 20