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
1276
$9.5K ﹤0.01%
436
+48
1277
$9.42K ﹤0.01%
161
+26
1278
$9.41K ﹤0.01%
450
1279
$9.3K ﹤0.01%
94
1280
$9.1K ﹤0.01%
260
1281
$9.04K ﹤0.01%
+173
1282
$9.02K ﹤0.01%
341
1283
$8.98K ﹤0.01%
+347
1284
$8.9K ﹤0.01%
+457
1285
$8.83K ﹤0.01%
+88
1286
$8.65K ﹤0.01%
298
-688
1287
$8.62K ﹤0.01%
278
-43
1288
$8.46K ﹤0.01%
+90
1289
$8.44K ﹤0.01%
118
1290
$8.34K ﹤0.01%
+188
1291
$8.27K ﹤0.01%
+260
1292
$7.85K ﹤0.01%
310
1293
$7.8K ﹤0.01%
+103
1294
$7.79K ﹤0.01%
30
+22
1295
$7.7K ﹤0.01%
285
-142
1296
$7.63K ﹤0.01%
100
1297
$7.43K ﹤0.01%
150
1298
$7.35K ﹤0.01%
+93
1299
$7.31K ﹤0.01%
200
1300
$7.23K ﹤0.01%
208
50 51
52
53 54