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
1076
$57.6K ﹤0.01%
581
-49
1077
$57.5K ﹤0.01%
1,175
1078
$57.4K ﹤0.01%
1,370
+99
1079
$57.3K ﹤0.01%
1,113
+168
1080
$56.7K ﹤0.01%
+12,016
1081
$56.6K ﹤0.01%
593
1082
$56.4K ﹤0.01%
1,835
-1,432
1083
$55.7K ﹤0.01%
3,331
1084
$55.1K ﹤0.01%
222
1085
$54.6K ﹤0.01%
464
+80
1086
$54.5K ﹤0.01%
1,801
1087
$54.4K ﹤0.01%
+430
1088
$54.1K ﹤0.01%
1,083
1089
$53.8K ﹤0.01%
2,680
+1,437
1090
$53.7K ﹤0.01%
2,713
-1,546
1091
$53.1K ﹤0.01%
419
-84
1092
$52.5K ﹤0.01%
3,073
1093
$51.9K ﹤0.01%
1,032
+537
1094
$51.6K ﹤0.01%
203
+4
1095
$51.5K ﹤0.01%
+996
1096
$51.2K ﹤0.01%
807
-3,150
1097
$50.6K ﹤0.01%
1,106
+1,105
1098
$50.1K ﹤0.01%
1,538
1099
$49.7K ﹤0.01%
44,399
1100
$49.6K ﹤0.01%
18,220
-764
42 43
44
45 46