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
51
$4.15M 0.44%
17,288
-431
52
$4.13M 0.44%
147,357
+5,555
53
$4.04M 0.43%
6,900
+1,097
54
$4.01M 0.42%
77,870
-12,585
55
$3.88M 0.41%
123,727
+2,809
56
$3.82M 0.4%
152,393
+912
57
$3.73M 0.39%
25,226
+20,996
58
$3.71M 0.39%
265,524
-275
59
$3.69M 0.39%
80,712
+5,316
60
$3.65M 0.39%
15,711
+7,074
61
$3.59M 0.38%
20,501
-3,784
62
$3.57M 0.38%
15,411
+335
63
$3.57M 0.38%
+144,763
64
$3.57M 0.38%
116,132
+887
65
$3.46M 0.37%
58,518
+44,607
66
$3.44M 0.36%
30,430
-718
67
$3.43M 0.36%
38,005
-4,265
68
$3.39M 0.36%
17,795
+3,622
69
$3.27M 0.34%
95,676
+16,078
70
$3.23M 0.34%
22,300
+3,508
71
$3.2M 0.34%
11,050
+3,060
72
$3.19M 0.34%
4,132
+895
73
$3.16M 0.33%
18,640
+777
74
$3.1M 0.33%
44,081
+12,278
75
$3.05M 0.32%
+31,604
1 2
3
4 5