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
451
$1.37M 0.01%
3,706
+2,029
452
$1.36M 0.01%
31,260
+6,678
453
$1.34M 0.01%
3,633
-27,660
454
$1.3M 0.01%
75,600
+1,200
455
$1.3M 0.01%
55,119
+4,225
456
$1.28M 0.01%
26,777
+1
457
$1.27M 0.01%
25,928
-33,242
458
$1.25M 0.01%
45,033
+9,095
459
$1.23M 0.01%
1,743
+210
460
$1.22M 0.01%
5,217
+2,210
461
$1.21M 0.01%
5,994
+1,047
462
$1.2M 0.01%
2,562
+625
463
$1.2M 0.01%
10,871
+1,087
464
$1.2M 0.01%
20,897
+2,794
465
$1.18M 0.01%
30,996
+1,033
466
$1.18M 0.01%
16,905
+7,339
467
$1.17M 0.01%
10,146
+9,960
468
$1.17M 0.01%
51,955
-2,625
469
$1.16M 0.01%
4,820
+632
470
$1.14M 0.01%
1,599
+625
471
$1.14M 0.01%
6,240
+1,288
472
$1.13M 0.01%
56,140
+2,430
473
$1.13M 0.01%
78,287
+59,653
474
$1.11M 0.01%
19,389
+122
475
$1.11M 0.01%
18,451
+5,470
17 18
19
20 21