MA

MONECO Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.02M
3
+$2.79M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.78M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.78M

Top Sells

1
+$4.07M
2
+$3.89M
3
+$1.38M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.21M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.11M

Sector Composition

1 Technology 10.54%
2 Healthcare 6.06%
3 Financials 4.38%
4 Consumer Discretionary 3.18%
5 Industrials 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$250K 0.04%
4,990
-849
352
$250K 0.04%
+449
353
$249K 0.04%
+4,172
354
$249K 0.04%
1,929
-26
355
$244K 0.04%
+3,785
356
$243K 0.04%
+1,530
357
$243K 0.04%
1,937
358
$241K 0.04%
1,863
+34
359
$241K 0.04%
+344
360
$239K 0.04%
2,205
+32
361
$239K 0.04%
2,655
-847
362
$239K 0.04%
3,483
-438
363
$239K 0.04%
687
-21
364
$238K 0.04%
4,819
+414
365
$237K 0.04%
1,857
+163
366
$237K 0.04%
5,310
+94
367
$235K 0.04%
29
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368
$234K 0.04%
9,945
+1,026
369
$234K 0.04%
2,024
370
$233K 0.04%
3,226
-87
371
$232K 0.04%
909
+23
372
$230K 0.04%
+1,482
373
$229K 0.04%
+1,787
374
$229K 0.04%
+6,188
375
$229K 0.04%
1,539
-88
13 14
15
16 17