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
1051
$68.6K ﹤0.01%
992
1052
$68.5K ﹤0.01%
187
+37
1053
$68.4K ﹤0.01%
+1,545
1054
$68.1K ﹤0.01%
659
+8
1055
$68K ﹤0.01%
21,945
1056
$67.1K ﹤0.01%
1,073
-90
1057
$66.6K ﹤0.01%
+37,000
1058
$66.3K ﹤0.01%
+600
1059
$64.3K ﹤0.01%
1,982
+1,560
1060
$63.5K ﹤0.01%
1,633
+97
1061
$62.8K ﹤0.01%
1,072
+1,062
1062
$62K ﹤0.01%
+5,410
1063
$62K ﹤0.01%
1,450
1064
$61.9K ﹤0.01%
1,958
+7
1065
$61.5K ﹤0.01%
2,253
+360
1066
$61.1K ﹤0.01%
2,690
-35,090
1067
$60.7K ﹤0.01%
2,119
-2,360
1068
$60.6K ﹤0.01%
778
1069
$59.3K ﹤0.01%
1,417
+103
1070
$59.3K ﹤0.01%
731
+63
1071
$58.9K ﹤0.01%
509
+34
1072
$58.8K ﹤0.01%
739
1073
$58.1K ﹤0.01%
2,962
+1,398
1074
$58K ﹤0.01%
1,877
+1,293
1075
$57.7K ﹤0.01%
347
+345
41 42
43
44 45