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
$948M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$6.21M
3
+$5.48M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.24M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$4.95M

Top Sells

1
+$4.68M
2
+$4.64M
3
+$4.22M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$2.99M
5
ADP icon
Automatic Data Processing
ADP
+$2.67M

Sector Composition

1 Technology 9.68%
2 Financials 4.64%
3 Healthcare 3.43%
4 Communication Services 2.83%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$254K 0.03%
+1,935
402
$253K 0.03%
535
+76
403
$251K 0.03%
1,937
404
$250K 0.03%
+361
405
$250K 0.03%
3,372
+279
406
$248K 0.03%
+5,910
407
$247K 0.03%
877
+12
408
$245K 0.03%
30
+1
409
$245K 0.03%
1,372
-96
410
$244K 0.03%
+1,322
411
$244K 0.03%
+3,120
412
$243K 0.03%
3,081
+120
413
$242K 0.03%
979
+61
414
$237K 0.03%
10,102
+316
415
$236K 0.02%
1,130
-186
416
$234K 0.02%
2,538
+368
417
$234K 0.02%
+1,152
418
$234K 0.02%
1,245
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419
$234K 0.02%
9,041
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420
$232K 0.02%
5,720
-130
421
$232K 0.02%
+1,823
422
$231K 0.02%
1,884
+209
423
$229K 0.02%
1,080
+113
424
$229K 0.02%
3,497
+686
425
$228K 0.02%
6,267
+79
15 16
17
18 19