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
1101
$48K ﹤0.01%
1,200
1102
$47.9K ﹤0.01%
+1,028
1103
$47.5K ﹤0.01%
1,530
+7
1104
$47.4K ﹤0.01%
+1,500
1105
$47.2K ﹤0.01%
+1,309
1106
$46.8K ﹤0.01%
1,250
1107
$46.7K ﹤0.01%
1,897
+3
1108
$46.7K ﹤0.01%
1,074
-751
1109
$46.1K ﹤0.01%
1,287
+27
1110
$45.8K ﹤0.01%
531
-500
1111
$45.5K ﹤0.01%
+1,006
1112
$44.8K ﹤0.01%
2,102
1113
$44.3K ﹤0.01%
1,355
+526
1114
$44.2K ﹤0.01%
1,300
1115
$44.2K ﹤0.01%
219
1116
$43.9K ﹤0.01%
23,363
+1,026
1117
$43.7K ﹤0.01%
1,128
1118
$43.5K ﹤0.01%
1,853
-360
1119
$43.2K ﹤0.01%
3,746
+71
1120
$42.9K ﹤0.01%
1,405
-123
1121
$42.6K ﹤0.01%
+274
1122
$42K ﹤0.01%
1,304
1123
$41.9K ﹤0.01%
466
-235
1124
$41.1K ﹤0.01%
+870
1125
$40.9K ﹤0.01%
819
-10,679
43 44
45
46 47