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
851
$225K ﹤0.01%
3,624
+354
852
$224K ﹤0.01%
+1,102
853
$223K ﹤0.01%
+4,661
854
$223K ﹤0.01%
+3,332
855
$223K ﹤0.01%
2,966
+17
856
$223K ﹤0.01%
+1,946
857
$222K ﹤0.01%
+3,138
858
$221K ﹤0.01%
+2,271
859
$219K ﹤0.01%
+9,017
860
$219K ﹤0.01%
+7,787
861
$218K ﹤0.01%
+1,922
862
$218K ﹤0.01%
+1,055
863
$218K ﹤0.01%
859
+92
864
$218K ﹤0.01%
+2,219
865
$216K ﹤0.01%
5,500
866
$214K ﹤0.01%
1,494
+85
867
$213K ﹤0.01%
+3,107
868
$213K ﹤0.01%
2,443
+2,296
869
$213K ﹤0.01%
+4,883
870
$213K ﹤0.01%
+1,623
871
$213K ﹤0.01%
+5,596
872
$212K ﹤0.01%
9,114
-1,423
873
$212K ﹤0.01%
2,195
-657
874
$212K ﹤0.01%
20,033
-1,205
875
$211K ﹤0.01%
4,173
+781
33 34
35
36 37