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
1326
$5.05K ﹤0.01%
102
1327
$4.92K ﹤0.01%
213
1328
$4.92K ﹤0.01%
+65
1329
$4.9K ﹤0.01%
69
1330
$4.74K ﹤0.01%
75
+27
1331
$4.69K ﹤0.01%
186
-1,021
1332
$4.68K ﹤0.01%
88
1333
$4.61K ﹤0.01%
25
1334
$4.55K ﹤0.01%
106
-35
1335
$4.48K ﹤0.01%
47
1336
$4.42K ﹤0.01%
210
+58
1337
$4.03K ﹤0.01%
89
+6
1338
$3.9K ﹤0.01%
40
+5
1339
$3.89K ﹤0.01%
100
1340
$3.82K ﹤0.01%
50
1341
$3.76K ﹤0.01%
118
1342
$3.61K ﹤0.01%
73
1343
$3.52K ﹤0.01%
+76
1344
$3.43K ﹤0.01%
129
-1,002
1345
$3.42K ﹤0.01%
23
1346
$3.35K ﹤0.01%
290
1347
$3.28K ﹤0.01%
49
1348
$3.26K ﹤0.01%
53
+1
1349
$3.13K ﹤0.01%
141
1350
$3.1K ﹤0.01%
136
52 53
54
55 56