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
1301
$7.11K ﹤0.01%
260
1302
$7.08K ﹤0.01%
207
1303
$6.95K ﹤0.01%
283
+206
1304
$6.65K ﹤0.01%
98
1305
$6.62K ﹤0.01%
111
1306
$6.57K ﹤0.01%
+108
1307
$6.56K ﹤0.01%
355
-172
1308
$6.41K ﹤0.01%
250
1309
$6.4K ﹤0.01%
48
1310
$6.36K ﹤0.01%
+125
1311
$6.34K ﹤0.01%
193
1312
$6.28K ﹤0.01%
96
1313
$6.14K ﹤0.01%
287
1314
$6.14K ﹤0.01%
258
-54
1315
$6.13K ﹤0.01%
53
1316
$5.85K ﹤0.01%
223
-623
1317
$5.84K ﹤0.01%
170
1318
$5.67K ﹤0.01%
86
1319
$5.65K ﹤0.01%
+100
1320
$5.54K ﹤0.01%
571
-15
1321
$5.46K ﹤0.01%
73
-5
1322
$5.41K ﹤0.01%
80
1323
$5.26K ﹤0.01%
205
-205
1324
$5.2K ﹤0.01%
74
+15
1325
$5.09K ﹤0.01%
117
-552
51 52
53
54 55