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
1201
$20.6K ﹤0.01%
600
1202
$20.5K ﹤0.01%
1,032
+503
1203
$20.4K ﹤0.01%
312
+11
1204
$20.2K ﹤0.01%
216
+183
1205
$20.2K ﹤0.01%
551
+500
1206
$20.1K ﹤0.01%
+1,017
1207
$20.1K ﹤0.01%
669
+6
1208
$19.9K ﹤0.01%
532
1209
$19.5K ﹤0.01%
+205
1210
$19.5K ﹤0.01%
+500
1211
$19.1K ﹤0.01%
409
+3
1212
$18.8K ﹤0.01%
1,029
-366
1213
$18.5K ﹤0.01%
400
1214
$18.4K ﹤0.01%
370
+60
1215
$18.3K ﹤0.01%
868
1216
$18.2K ﹤0.01%
475
1217
$18.1K ﹤0.01%
164
+21
1218
$18K ﹤0.01%
+252
1219
$17.9K ﹤0.01%
297
1220
$17.7K ﹤0.01%
+716
1221
$17.5K ﹤0.01%
382
1222
$17.5K ﹤0.01%
+396
1223
$17.5K ﹤0.01%
365
1224
$17.4K ﹤0.01%
729
+149
1225
$17.3K ﹤0.01%
+1,500
47 48
49
50 51