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
1176
$24.5K ﹤0.01%
572
+502
1177
$23.8K ﹤0.01%
698
+121
1178
$23.7K ﹤0.01%
640
-41
1179
$23.6K ﹤0.01%
+711
1180
$23.2K ﹤0.01%
884
1181
$23.1K ﹤0.01%
999
+8
1182
$23.1K ﹤0.01%
+500
1183
$23K ﹤0.01%
+1,000
1184
$23K ﹤0.01%
+397
1185
$22.9K ﹤0.01%
+39,421
1186
$22.8K ﹤0.01%
984
+7
1187
$22.7K ﹤0.01%
1,392
+1,362
1188
$22.6K ﹤0.01%
363
+238
1189
$22.4K ﹤0.01%
602
-3,223
1190
$21.5K ﹤0.01%
+450
1191
$21.2K ﹤0.01%
492
1192
$21K ﹤0.01%
715
+683
1193
$20.9K ﹤0.01%
378
-422
1194
$20.9K ﹤0.01%
323
-6
1195
$20.9K ﹤0.01%
491
-6,034
1196
$20.8K ﹤0.01%
1,166
1197
$20.8K ﹤0.01%
276
1198
$20.8K ﹤0.01%
+135
1199
$20.7K ﹤0.01%
647
+300
1200
$20.6K ﹤0.01%
478
46 47
48
49 50