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
1151
$30.2K ﹤0.01%
226
+196
1152
$30K ﹤0.01%
+370
1153
$30K ﹤0.01%
436
+1
1154
$29.9K ﹤0.01%
713
-3,094
1155
$29.4K ﹤0.01%
856
1156
$29.3K ﹤0.01%
1,150
1157
$29.1K ﹤0.01%
235
+200
1158
$28.9K ﹤0.01%
388
1159
$28.2K ﹤0.01%
754
+1
1160
$27.9K ﹤0.01%
600
-400
1161
$27.9K ﹤0.01%
600
1162
$27.8K ﹤0.01%
2,447
+471
1163
$27.5K ﹤0.01%
354
+54
1164
$27.5K ﹤0.01%
1,050
1165
$27.3K ﹤0.01%
1,170
-580
1166
$27K ﹤0.01%
1,250
1167
$26.8K ﹤0.01%
+721
1168
$26.5K ﹤0.01%
+260
1169
$26.5K ﹤0.01%
375
+25
1170
$26.5K ﹤0.01%
326
1171
$26.5K ﹤0.01%
162
+36
1172
$26.2K ﹤0.01%
139
+30
1173
$25.2K ﹤0.01%
1,293
-105
1174
$24.9K ﹤0.01%
380
-150
1175
$24.8K ﹤0.01%
+872
45 46
47
48 49