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
776
$283K ﹤0.01%
3,598
-43
777
$282K ﹤0.01%
+3,055
778
$280K ﹤0.01%
10,844
-55,204
779
$280K ﹤0.01%
+14,557
780
$279K ﹤0.01%
25,218
-1,077
781
$279K ﹤0.01%
3,352
782
$277K ﹤0.01%
+3,548
783
$277K ﹤0.01%
3,270
+1,325
784
$277K ﹤0.01%
+7,776
785
$277K ﹤0.01%
7,815
786
$274K ﹤0.01%
8,750
+1,308
787
$274K ﹤0.01%
+1,988
788
$273K ﹤0.01%
+1,166
789
$273K ﹤0.01%
2,247
+54
790
$272K ﹤0.01%
1,007
+45
791
$271K ﹤0.01%
5,449
-28
792
$271K ﹤0.01%
+1,456
793
$271K ﹤0.01%
5,525
794
$269K ﹤0.01%
+3,710
795
$269K ﹤0.01%
2,036
+1,610
796
$268K ﹤0.01%
8,514
+5,860
797
$264K ﹤0.01%
3,143
+356
798
$264K ﹤0.01%
+908
799
$264K ﹤0.01%
5,290
+62
800
$264K ﹤0.01%
1,400
+156
30 31
32
33 34