SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$21.8M
3
+$8.98M
4
ORLA
Orla Mining
ORLA
+$7.35M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.62M

Top Sells

1
+$30M
2
+$5.63M
3
+$3.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.89M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$3.71M

Sector Composition

1 Technology 9.89%
2 Financials 4.9%
3 Communication Services 3.52%
4 Consumer Discretionary 3.25%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
276
American Electric Power
AEP
$61.8B
$1.38M 0.06%
12,254
+574
FLOT icon
277
iShares Floating Rate Bond ETF
FLOT
$8.96B
$1.37M 0.06%
26,910
+5,381
FXU icon
278
First Trust Utilities AlphaDEX Fund
FXU
$1.74B
$1.35M 0.06%
29,690
-835
XLV icon
279
State Street Health Care Select Sector SPDR ETF
XLV
$39.6B
$1.35M 0.06%
9,687
-2,656
FTA icon
280
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.17B
$1.33M 0.06%
16,019
-604
ZTS icon
281
Zoetis
ZTS
$52.1B
$1.33M 0.06%
9,111
-174
CLM icon
282
Cornerstone Strategic Value Fund
CLM
$2.36B
$1.32M 0.06%
159,082
+25,133
ICE icon
283
Intercontinental Exchange
ICE
$89.5B
$1.31M 0.06%
7,756
+149
DMAY icon
284
FT Vest US Equity Deep Buffer ETF May
DMAY
$293M
$1.31M 0.06%
29,455
-752
ADBE icon
285
Adobe
ADBE
$142B
$1.3M 0.06%
3,673
+233
ANET icon
286
Arista Networks
ANET
$163B
$1.29M 0.06%
8,860
+379
MUB icon
287
iShares National Muni Bond ETF
MUB
$41.4B
$1.29M 0.06%
12,086
+797
WFC icon
288
Wells Fargo
WFC
$283B
$1.29M 0.06%
15,346
-2,011
IGV icon
289
iShares Expanded Tech-Software Sector ETF
IGV
$8.45B
$1.28M 0.06%
11,146
+297
INAC
290
Indigo Acquisition Corp
INAC
$148M
$1.28M 0.06%
+128,289
ITA icon
291
iShares US Aerospace & Defense ETF
ITA
$11.9B
$1.27M 0.06%
6,076
+973
MSTY icon
292
YieldMax MSTR Option Income Strategy ETF
MSTY
$9.38B
$1.27M 0.06%
90,995
-10,731
GDX icon
293
VanEck Gold Miners ETF
GDX
$23.3B
$1.27M 0.06%
16,610
-7,993
QQXT icon
294
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$238M
$1.27M 0.06%
+12,796
JIRE icon
295
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.57B
$1.26M 0.06%
17,176
+10,117
UNP icon
296
Union Pacific
UNP
$140B
$1.26M 0.06%
5,338
+226
LQD icon
297
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.2B
$1.26M 0.05%
11,265
-1,851
DIS icon
298
Walt Disney
DIS
$192B
$1.25M 0.05%
10,924
+370
CDNS icon
299
Cadence Design Systems
CDNS
$91.8B
$1.24M 0.05%
3,543
-467
CRWD icon
300
CrowdStrike
CRWD
$129B
$1.24M 0.05%
2,537
+361
10 11
12
13 14