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
951
$132K ﹤0.01%
+5,798
952
$132K ﹤0.01%
3,720
-212
953
$131K ﹤0.01%
2,728
+31
954
$130K ﹤0.01%
4,386
-1,222
955
$130K ﹤0.01%
3,894
-21,578
956
$128K ﹤0.01%
4,507
+533
957
$127K ﹤0.01%
2,441
+2,122
958
$127K ﹤0.01%
+14,019
959
$127K ﹤0.01%
2,522
-422
960
$126K ﹤0.01%
3,413
961
$126K ﹤0.01%
1,920
962
$126K ﹤0.01%
2,723
+42
963
$123K ﹤0.01%
1,158
-99
964
$123K ﹤0.01%
+14,608
965
$122K ﹤0.01%
2,615
+1,357
966
$122K ﹤0.01%
326
+101
967
$121K ﹤0.01%
1,154
+665
968
$120K ﹤0.01%
2,905
969
$118K ﹤0.01%
+3,500
970
$117K ﹤0.01%
2,995
971
$116K ﹤0.01%
+2,207
972
$116K ﹤0.01%
797
-73,032
973
$115K ﹤0.01%
2,266
-50
974
$115K ﹤0.01%
3,839
+3,165
975
$114K ﹤0.01%
+4,380
37 38
39
40 41