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
1251
$12.8K ﹤0.01%
463
1252
$12.4K ﹤0.01%
+409
1253
$12.4K ﹤0.01%
491
-8
1254
$12.4K ﹤0.01%
326
1255
$11.9K ﹤0.01%
+817
1256
$11.6K ﹤0.01%
+276
1257
$11.6K ﹤0.01%
+191
1258
$11.5K ﹤0.01%
191
1259
$11.5K ﹤0.01%
100
1260
$11.5K ﹤0.01%
484
1261
$11.5K ﹤0.01%
487
-33
1262
$11.4K ﹤0.01%
477
+465
1263
$11.4K ﹤0.01%
127
1264
$11.3K ﹤0.01%
377
+30
1265
$11.3K ﹤0.01%
368
-2,531
1266
$11.2K ﹤0.01%
129
1267
$11.2K ﹤0.01%
523
1268
$11.1K ﹤0.01%
131
1269
$10.7K ﹤0.01%
+396
1270
$10.3K ﹤0.01%
255
-175
1271
$9.99K ﹤0.01%
+312
1272
$9.88K ﹤0.01%
441
1273
$9.86K ﹤0.01%
+257
1274
$9.84K ﹤0.01%
192
1275
$9.76K ﹤0.01%
450
49 50
51
52 53