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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
EWL icon
151
iShares MSCI Switzerland ETF
EWL
$1.79B
$1.76M 0.14%
29,948
-102
GS icon
152
Goldman Sachs
GS
$308B
$1.69M 0.13%
2,000
-26
SPTM icon
153
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$1.67M 0.13%
21,186
-12,289
VOE icon
154
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$1.67M 0.13%
9,056
+152
MCD icon
155
McDonald's
MCD
$197B
$1.67M 0.13%
5,365
+10
QQQX icon
156
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.48B
$1.62M 0.13%
60,746
-1,230
PFE icon
157
Pfizer
PFE
$146B
$1.62M 0.13%
57,638
+2,931
KO icon
158
Coca-Cola
KO
$342B
$1.61M 0.13%
21,217
+275
JHMM icon
159
John Hancock Multifactor Mid Cap ETF
JHMM
$5.57B
$1.6M 0.12%
23,873
-3,592
DJP icon
160
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$798M
$1.6M 0.12%
33,189
-2,794
PFFA icon
161
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.4B
$1.59M 0.12%
77,857
+21,256
MRK icon
162
Merck
MRK
$295B
$1.57M 0.12%
13,015
+526
VIG icon
163
Vanguard Dividend Appreciation ETF
VIG
$108B
$1.56M 0.12%
7,274
+49
PSX icon
164
Phillips 66
PSX
$73.5B
$1.55M 0.12%
8,490
-435
AMAT icon
165
Applied Materials
AMAT
$391B
$1.54M 0.12%
4,503
-37
IJK icon
166
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.52M 0.12%
15,133
-586
NEE icon
167
NextEra Energy
NEE
$175B
$1.51M 0.12%
16,300
+736
MLPA icon
168
Global X MLP ETF
MLPA
$2.17B
$1.5M 0.12%
27,845
+412
LAND
169
Gladstone Land Corp
LAND
$393M
$1.48M 0.11%
+145,276
MYCL
170
State Street My2032 Corporate Bond ETF
MYCL
$9.8M
$1.45M 0.11%
58,366
-2,238
BSCZ
171
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$260M
$1.44M 0.11%
70,144
+37,296
NOBL icon
172
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$1.41M 0.11%
26,622
-2,432
HON icon
173
Honeywell
HON
$134B
$1.4M 0.11%
6,204
+678
VZ icon
174
Verizon
VZ
$190B
$1.39M 0.11%
27,636
-476
PLD icon
175
Prologis
PLD
$133B
$1.38M 0.11%
10,449
-204
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7
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