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
576
$608K 0.01%
41,111
+1,142
577
$606K 0.01%
7,041
+3,267
578
$597K 0.01%
2,166
+921
579
$595K 0.01%
2,647
+1,429
580
$589K 0.01%
10,152
+6,141
581
$589K 0.01%
14,539
+8,686
582
$584K 0.01%
14,550
+5,174
583
$583K 0.01%
23,615
+22,474
584
$581K 0.01%
+22,711
585
$570K 0.01%
17,875
+6,558
586
$570K 0.01%
4,336
+1,993
587
$569K 0.01%
2,739
+1,048
588
$568K 0.01%
4,509
+1,213
589
$566K 0.01%
+10,481
590
$565K 0.01%
4,805
+689
591
$564K 0.01%
5,354
+2,661
592
$564K 0.01%
15,385
-1,350
593
$561K 0.01%
+5,125
594
$560K 0.01%
+12,791
595
$557K 0.01%
3,596
596
$548K 0.01%
21,866
+10,248
597
$547K 0.01%
6,134
+556
598
$547K 0.01%
1,430
+583
599
$546K 0.01%
867
+66
600
$545K 0.01%
+91,659
22 23
24
25 26