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
651
$455K ﹤0.01%
10,681
-4
652
$454K ﹤0.01%
1,981
+62
653
$454K ﹤0.01%
+10,843
654
$451K ﹤0.01%
10,818
-63
655
$451K ﹤0.01%
3,502
-344
656
$450K ﹤0.01%
+22,695
657
$449K ﹤0.01%
3,796
+1,877
658
$449K ﹤0.01%
7,697
+47
659
$448K ﹤0.01%
+2,899
660
$447K ﹤0.01%
+25,248
661
$446K ﹤0.01%
3,190
+98
662
$445K ﹤0.01%
+748
663
$444K ﹤0.01%
25,095
664
$442K ﹤0.01%
44,607
+4,517
665
$440K ﹤0.01%
+8,460
666
$439K ﹤0.01%
2,215
+276
667
$439K ﹤0.01%
+10,091
668
$438K ﹤0.01%
32,890
+1,081
669
$436K ﹤0.01%
4,884
+2,055
670
$436K ﹤0.01%
1,474
+173
671
$436K ﹤0.01%
+5,379
672
$434K ﹤0.01%
1,965
+718
673
$434K ﹤0.01%
11,472
-388,120
674
$434K ﹤0.01%
18,097
+1,675
675
$433K ﹤0.01%
3,228
+684
25 26
27
28 29