We are live on ! Find out more
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
MPLX icon
476
MPLX
MPLX
$57.2B
$226K 0.02%
3,967
-146
CAH icon
477
Cardinal Health
CAH
$47.9B
$226K 0.02%
1,071
+7
TSN icon
478
Tyson Foods
TSN
$20.1B
$225K 0.02%
3,510
+50
SBUX icon
479
Starbucks
SBUX
$108B
$224K 0.02%
2,496
+29
SPXC icon
480
SPX Corp
SPXC
$11.5B
$223K 0.02%
1,116
+37
STZ icon
481
Constellation Brands
STZ
$24.3B
$223K 0.02%
1,487
-10
REGN icon
482
Regeneron Pharmaceuticals
REGN
$64.1B
$221K 0.02%
+285
HEI.A icon
483
HEICO Corp Class A
HEI.A
$33.4B
$220K 0.02%
1,044
-2
HACK icon
484
Amplify Cybersecurity ETF
HACK
$2.4B
$219K 0.02%
2,923
+330
ALL icon
485
Allstate
ALL
$55.4B
$219K 0.02%
+1,056
ADBE icon
486
Adobe
ADBE
$99B
$219K 0.02%
899
+68
STX icon
487
Seagate
STX
$198B
$218K 0.02%
+555
FLEX icon
488
Flex
FLEX
$55.3B
$216K 0.02%
3,301
-597
XSOE icon
489
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$216K 0.02%
5,375
MUB icon
490
iShares National Muni Bond ETF
MUB
$45.2B
$215K 0.02%
+2,026
EMXC icon
491
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$215K 0.02%
+2,733
FCNCA icon
492
First Citizens BancShares
FCNCA
$24B
$215K 0.02%
114
ANET icon
493
Arista Networks
ANET
$197B
$214K 0.02%
1,743
+111
TFC icon
494
Truist Financial
TFC
$60.8B
$214K 0.02%
4,655
-198
WELL icon
495
Welltower
WELL
$141B
$214K 0.02%
+1,082
WPC icon
496
W.P. Carey
WPC
$16.5B
$214K 0.02%
+3,143
APO icon
497
Apollo Global Management
APO
$73.5B
$213K 0.02%
1,911
-11
SLB icon
498
SLB Ltd
SLB
$84.5B
$209K 0.02%
+4,063
UBS icon
499
UBS Group
UBS
$155B
$208K 0.02%
5,327
+44
ARLP icon
500
Alliance Resource Partners
ARLP
$3.29B
$205K 0.02%
+7,430
18 19
20
21 22