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
1026
$86.9K ﹤0.01%
342
+45
1027
$86.9K ﹤0.01%
3,766
+1,161
1028
$86.8K ﹤0.01%
1,200
1029
$86.5K ﹤0.01%
2,551
+1,601
1030
$85.8K ﹤0.01%
738
+1
1031
$83K ﹤0.01%
2,152
1032
$81.1K ﹤0.01%
+8,880
1033
$80K ﹤0.01%
+3,249
1034
$79.6K ﹤0.01%
+2,533
1035
$79.4K ﹤0.01%
+12,031
1036
$79.4K ﹤0.01%
+1,860
1037
$78.9K ﹤0.01%
771
1038
$78.2K ﹤0.01%
2,450
-10,783
1039
$78K ﹤0.01%
3,619
+2,067
1040
$76.3K ﹤0.01%
+4,067
1041
$76.3K ﹤0.01%
1,753
-2,658
1042
$76K ﹤0.01%
1,680
+1,195
1043
$75.1K ﹤0.01%
1,277
-5,672
1044
$74.8K ﹤0.01%
+928
1045
$74.4K ﹤0.01%
550
-24
1046
$73.8K ﹤0.01%
2,000
1047
$73.2K ﹤0.01%
+270
1048
$71K ﹤0.01%
1,804
+183
1049
$70.9K ﹤0.01%
335
+61
1050
$68.8K ﹤0.01%
1,500
40 41
42
43 44