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
826
$240K ﹤0.01%
405
+97
827
$240K ﹤0.01%
+3,083
828
$240K ﹤0.01%
7,015
-871
829
$238K ﹤0.01%
2,166
-1,346
830
$238K ﹤0.01%
+2,108
831
$238K ﹤0.01%
12,063
+641
832
$238K ﹤0.01%
+11,744
833
$238K ﹤0.01%
725
+3
834
$237K ﹤0.01%
1,867
+95
835
$237K ﹤0.01%
4,039
+80
836
$237K ﹤0.01%
2,353
+303
837
$237K ﹤0.01%
+1,779
838
$236K ﹤0.01%
+6,149
839
$235K ﹤0.01%
+912
840
$234K ﹤0.01%
+488
841
$234K ﹤0.01%
922
+272
842
$234K ﹤0.01%
15,494
-182
843
$233K ﹤0.01%
4,915
+4,885
844
$233K ﹤0.01%
7,506
-6,984
845
$231K ﹤0.01%
2,586
+715
846
$230K ﹤0.01%
+4,650
847
$230K ﹤0.01%
5,523
-57
848
$229K ﹤0.01%
+6,751
849
$229K ﹤0.01%
2,300
+2,254
850
$226K ﹤0.01%
+1,542
32 33
34
35 36