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
801
$263K ﹤0.01%
5,782
+39
802
$263K ﹤0.01%
34,973
+11,595
803
$263K ﹤0.01%
1,583
-59
804
$261K ﹤0.01%
1,853
805
$261K ﹤0.01%
5,506
+2,396
806
$258K ﹤0.01%
+8,146
807
$258K ﹤0.01%
2,063
-133
808
$257K ﹤0.01%
+10,322
809
$257K ﹤0.01%
+1,785
810
$257K ﹤0.01%
9,946
+382
811
$256K ﹤0.01%
6,086
+41
812
$255K ﹤0.01%
1,769
+12
813
$254K ﹤0.01%
4,614
+16
814
$252K ﹤0.01%
199
+5
815
$250K ﹤0.01%
4,141
-1,260
816
$249K ﹤0.01%
4,327
+1,099
817
$248K ﹤0.01%
+6,298
818
$247K ﹤0.01%
+2,131
819
$245K ﹤0.01%
4,340
+263
820
$245K ﹤0.01%
1,638
+68
821
$244K ﹤0.01%
3,212
-720
822
$243K ﹤0.01%
+19,781
823
$242K ﹤0.01%
7,376
-1,320
824
$241K ﹤0.01%
4,198
+3,521
825
$241K ﹤0.01%
3,109
+344
31 32
33
34 35