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
1126
$40.7K ﹤0.01%
625
+377
1127
$40.5K ﹤0.01%
1,485
+697
1128
$40.3K ﹤0.01%
704
1129
$40.3K ﹤0.01%
636
1130
$40.2K ﹤0.01%
825
1131
$40K ﹤0.01%
664
1132
$39.5K ﹤0.01%
1,089
+84
1133
$39.4K ﹤0.01%
850
1134
$39.2K ﹤0.01%
+41,000
1135
$38.9K ﹤0.01%
+684
1136
$38.7K ﹤0.01%
1,129
1137
$38.6K ﹤0.01%
+786
1138
$36.6K ﹤0.01%
1,571
+1,146
1139
$35.4K ﹤0.01%
602
+15
1140
$35.2K ﹤0.01%
1,279
+433
1141
$35K ﹤0.01%
1,091
1142
$34.4K ﹤0.01%
547
-33
1143
$33K ﹤0.01%
+610
1144
$32.6K ﹤0.01%
1,221
+96
1145
$32.1K ﹤0.01%
+397
1146
$31.8K ﹤0.01%
316
1147
$31.7K ﹤0.01%
590
+565
1148
$31.3K ﹤0.01%
950
1149
$30.8K ﹤0.01%
475
1150
$30.6K ﹤0.01%
879
44 45
46
47 48