SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$4.76M
3
+$4.47M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.77M
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$3.47M

Top Sells

1
+$3.03M
2
+$2.93M
3
+$2.92M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.89M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.57M

Sector Composition

1 Technology 8.7%
2 Financials 4.45%
3 Healthcare 3.54%
4 Consumer Discretionary 3.17%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DMAR icon
226
FT Vest US Equity Deep Buffer ETF March
DMAR
$363M
$1.41M 0.08%
37,295
+14,751
IONQ icon
227
IonQ
IONQ
$21.6B
$1.39M 0.08%
63,114
-8,623
IEMG icon
228
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$1.39M 0.08%
25,799
+11,705
SPGI icon
229
S&P Global
SPGI
$149B
$1.38M 0.08%
2,716
+245
PVAL icon
230
Putnam Focused Large Cap Value ETF
PVAL
$4.58B
$1.37M 0.08%
36,046
+2,647
IJS icon
231
iShares S&P Small-Cap 600 Value ETF
IJS
$6.83B
$1.37M 0.08%
14,079
-434
IWP icon
232
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$1.37M 0.08%
11,671
+995
AMAT icon
233
Applied Materials
AMAT
$183B
$1.37M 0.07%
9,415
+95
LQD icon
234
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$1.36M 0.07%
12,507
-1,164
PLTR icon
235
Palantir
PLTR
$439B
$1.34M 0.07%
15,870
-6,673
ED icon
236
Consolidated Edison
ED
$36.1B
$1.32M 0.07%
11,969
+1,178
SPMO icon
237
Invesco S&P 500 Momentum ETF
SPMO
$16.9B
$1.31M 0.07%
14,194
-1,782
GCOR icon
238
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$656M
$1.31M 0.07%
31,851
+763
BA icon
239
Boeing
BA
$166B
$1.3M 0.07%
7,627
-247
MQT icon
240
BlackRock MuniYield Quality Fund II
MQT
$223M
$1.3M 0.07%
129,766
-828
ETN icon
241
Eaton
ETN
$147B
$1.27M 0.07%
4,662
+747
ORLY icon
242
O'Reilly Automotive
ORLY
$83.7B
$1.26M 0.07%
13,245
+1,515
DHR icon
243
Danaher
DHR
$157B
$1.26M 0.07%
6,137
+675
UCB
244
United Community Banks
UCB
$3.67B
$1.26M 0.07%
44,419
+2,371
DAUG icon
245
FT Vest US Equity Deep Buffer ETF August
DAUG
$359M
$1.26M 0.07%
32,398
-1,031
KKR icon
246
KKR & Co
KKR
$110B
$1.25M 0.07%
10,839
+1,863
SFLO icon
247
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$356M
$1.24M 0.07%
50,749
+519
MMM icon
248
3M
MMM
$90.6B
$1.24M 0.07%
8,453
+1,357
FSMB icon
249
First Trust Short Duration Managed Municipal ETF
FSMB
$485M
$1.24M 0.07%
62,155
+20,444
BAC icon
250
Bank of America
BAC
$384B
$1.22M 0.07%
29,252
-1,267
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