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
876
$208K ﹤0.01%
3,496
+3,492
877
$206K ﹤0.01%
+9,658
878
$203K ﹤0.01%
1,997
-77
879
$203K ﹤0.01%
2,025
+715
880
$202K ﹤0.01%
9,607
+3,446
881
$202K ﹤0.01%
+3,094
882
$201K ﹤0.01%
8,635
883
$201K ﹤0.01%
8,679
-145
884
$200K ﹤0.01%
30,660
885
$200K ﹤0.01%
8,722
886
$200K ﹤0.01%
+5,676
887
$200K ﹤0.01%
+23,426
888
$198K ﹤0.01%
3,048
+1,683
889
$198K ﹤0.01%
38,730
890
$198K ﹤0.01%
+10,779
891
$194K ﹤0.01%
23,497
+9,763
892
$194K ﹤0.01%
1,390
+537
893
$193K ﹤0.01%
7,633
-997
894
$193K ﹤0.01%
3,181
+8
895
$188K ﹤0.01%
+10,585
896
$187K ﹤0.01%
1,630
+1,583
897
$186K ﹤0.01%
19,136
+492
898
$186K ﹤0.01%
5,411
+423
899
$185K ﹤0.01%
7,448
-5,247
900
$183K ﹤0.01%
+15,000
34 35
36
37 38