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
1226
$17.3K ﹤0.01%
+402
1227
$17.2K ﹤0.01%
500
1228
$16.9K ﹤0.01%
500
-2,235
1229
$16.7K ﹤0.01%
202
1230
$16.7K ﹤0.01%
+153
1231
$16.7K ﹤0.01%
368
-3,131
1232
$16.7K ﹤0.01%
559
1233
$16.2K ﹤0.01%
465
1234
$16.1K ﹤0.01%
182
1235
$15.8K ﹤0.01%
743
+5
1236
$15.4K ﹤0.01%
417
+367
1237
$15.3K ﹤0.01%
204
-2,559
1238
$15.2K ﹤0.01%
+300
1239
$15.1K ﹤0.01%
333
1240
$14.9K ﹤0.01%
+81
1241
$14.6K ﹤0.01%
347
+334
1242
$14.6K ﹤0.01%
635
-788
1243
$14.1K ﹤0.01%
345
-1
1244
$13.9K ﹤0.01%
211
+111
1245
$13.7K ﹤0.01%
616
1246
$13.6K ﹤0.01%
366
+4
1247
$13K ﹤0.01%
87
1248
$12.9K ﹤0.01%
553
+419
1249
$12.8K ﹤0.01%
+319
1250
$12.8K ﹤0.01%
540
+310
48 49
50
51 52