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
176
$8.85M 0.09%
91,522
+16,546
177
$8.84M 0.09%
235,561
+51,259
178
$8.82M 0.09%
134,178
+23,941
179
$8.77M 0.09%
27,077
-6,401
180
$8.73M 0.09%
114,730
+1,629
181
$8.65M 0.09%
232,852
+42,784
182
$8.53M 0.09%
29,113
+7,670
183
$8.5M 0.09%
28,373
+3,059
184
$8.47M 0.09%
117,746
+14,925
185
$8.46M 0.09%
307,456
+86,175
186
$8.45M 0.09%
40,847
+71
187
$8.4M 0.09%
165,675
+2,612
188
$8.37M 0.09%
+182,201
189
$8.35M 0.09%
141,043
+80,414
190
$8.19M 0.09%
88,696
+16,410
191
$8.18M 0.09%
158,305
+143,177
192
$8.18M 0.09%
72,642
+13,983
193
$8.17M 0.09%
27,228
+24,947
194
$8.1M 0.08%
38,471
-133,054
195
$8.01M 0.08%
15,967
+2,840
196
$8M 0.08%
46,058
+8,335
197
$7.97M 0.08%
106,659
+103,263
198
$7.97M 0.08%
89,751
+33,654
199
$7.9M 0.08%
194,810
+191,429
200
$7.87M 0.08%
103,342
+3,024
6 7
8
9 10