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
101
$17.5M 0.18%
82,553
+13,303
102
$16.9M 0.18%
36,650
+4,173
103
$16.7M 0.17%
78,618
+9,421
104
$16.5M 0.17%
90,575
+10,562
105
$16.4M 0.17%
228,982
+47,548
106
$16.2M 0.17%
287,206
+265,468
107
$15.3M 0.16%
304,095
+134,624
108
$14.7M 0.15%
139,150
+12,965
109
$14.4M 0.15%
251,747
+34,312
110
$14.3M 0.15%
132,768
+26,237
111
$14.3M 0.15%
174,422
+171,201
112
$14.2M 0.15%
33,477
+6,942
113
$14M 0.15%
71,507
+6,986
114
$13.9M 0.15%
288,113
+265,661
115
$13.9M 0.15%
375,048
+70,750
116
$13.8M 0.14%
34,903
+6,328
117
$13.8M 0.14%
240,114
+27,505
118
$13.6M 0.14%
124,780
+13,739
119
$13.5M 0.14%
34,639
+13,856
120
$13.4M 0.14%
374,992
+301,792
121
$13.3M 0.14%
189,599
+28,061
122
$13.3M 0.14%
40,104
+7,542
123
$13.2M 0.14%
+271,021
124
$13.1M 0.14%
102,931
+39,098
125
$13.1M 0.14%
250,230
+174,235
3 4
5
6 7