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
1351
$3.08K ﹤0.01%
45
+20
1352
$3.08K ﹤0.01%
47
-67
1353
$2.9K ﹤0.01%
50
1354
$2.89K ﹤0.01%
91
+16
1355
$2.84K ﹤0.01%
+60
1356
$2.8K ﹤0.01%
140
-160
1357
$2.66K ﹤0.01%
+104
1358
$2.6K ﹤0.01%
20
1359
$2.48K ﹤0.01%
41
1360
$2.47K ﹤0.01%
37
1361
$2.45K ﹤0.01%
96
-521
1362
$2.4K ﹤0.01%
+25
1363
$2.3K ﹤0.01%
13
1364
$2.26K ﹤0.01%
72
1365
$2.22K ﹤0.01%
40
1366
$2.22K ﹤0.01%
25
1367
$1.99K ﹤0.01%
+40
1368
$1.93K ﹤0.01%
102
+1
1369
$1.89K ﹤0.01%
+60
1370
$1.88K ﹤0.01%
13
1371
$1.82K ﹤0.01%
55
1372
$1.73K ﹤0.01%
+50
1373
$1.73K ﹤0.01%
90
1374
$1.67K ﹤0.01%
+125
1375
$1.63K ﹤0.01%
25
53 54
55
56 57