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MA

MONECO Advisors Portfolio holdings

AUM $1.29B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.46M
3
+$4M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.66M
5
SPXX icon
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
+$3.57M

Top Sells

1
+$7.29M
2
+$3.63M
3
+$3.08M
4
BABA icon
Alibaba
BABA
+$2.72M
5
TD icon
Toronto Dominion Bank
TD
+$2.65M

Sector Composition

1 Technology 8.65%
2 Healthcare 3.39%
3 Financials 2.97%
4 Energy 2.83%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNDX icon
401
Vanguard Total International Bond ETF
BNDX
$81.5B
$304K 0.02%
6,322
-1,498
SWK icon
402
Stanley Black & Decker
SWK
$12.2B
$303K 0.02%
4,264
+28
FYX icon
403
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.27B
$303K 0.02%
2,536
-39
ESGU icon
404
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
$302K 0.02%
2,138
+16
BSJQ icon
405
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$991M
$301K 0.02%
12,972
-663
BKGI icon
406
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.1B
$296K 0.02%
+6,648
SCHI icon
407
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.3B
$294K 0.02%
12,984
-573
AVUS icon
408
Avantis US Equity ETF
AVUS
$13.1B
$292K 0.02%
2,628
+370
IBTH icon
409
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$290K 0.02%
12,942
IDMO icon
410
Invesco S&P International Developed Momentum ETF
IDMO
$3.68B
$290K 0.02%
+5,290
IBTG icon
411
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$288K 0.02%
12,588
PIO icon
412
Invesco Global Water ETF
PIO
$265M
$288K 0.02%
6,638
-1,438
CRWD icon
413
CrowdStrike
CRWD
$168B
$288K 0.02%
738
-76
BDX icon
414
Becton Dickinson
BDX
$41.3B
$285K 0.02%
1,813
-113
KTOS icon
415
Kratos Defense & Security Solutions
KTOS
$10.8B
$285K 0.02%
4,038
+523
ITA icon
416
iShares US Aerospace & Defense ETF
ITA
$13.7B
$281K 0.02%
+1,287
PBA icon
417
Pembina Pipeline
PBA
$28.1B
$281K 0.02%
6,281
+60
DIVI icon
418
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.5B
$279K 0.02%
+7,015
IBMO icon
419
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$588M
$279K 0.02%
10,893
IBMQ icon
420
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$647M
$279K 0.02%
10,933
IWS icon
421
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$279K 0.02%
1,914
AMP icon
422
Ameriprise Financial
AMP
$40.4B
$278K 0.02%
627
+22
IBMP icon
423
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$646M
$278K 0.02%
10,943
IBIT icon
424
iShares Bitcoin Trust
IBIT
$49B
$276K 0.02%
7,183
+800
HDEF icon
425
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.21B
$276K 0.02%
8,511
15 16
17
18 19