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
STXV icon
351
Strive 1000 Value ETF
STXV
$68.9M
$780K 0.04%
25,561
+6,850
HYLS icon
352
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$778K 0.04%
18,954
-318
SPIB icon
353
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$777K 0.04%
23,379
-1,513
MDT icon
354
Medtronic
MDT
$120B
$773K 0.04%
8,566
+53
CEF icon
355
Sprott Physical Gold and Silver Trust
CEF
$7.38B
$766K 0.04%
26,961
-5,522
DMAY icon
356
FT Vest US Equity Deep Buffer ETF May
DMAY
$289M
$763K 0.04%
19,277
-42
SPTI icon
357
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.29B
$755K 0.04%
26,400
-2,553
NOBL icon
358
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$753K 0.04%
7,338
+361
FHLC icon
359
Fidelity MSCI Health Care Index ETF
FHLC
$2.62B
$747K 0.04%
10,933
+135
FTLS icon
360
First Trust Long/Short Equity ETF
FTLS
$2.01B
$740K 0.04%
11,553
+653
URI icon
361
United Rentals
URI
$58.1B
$735K 0.04%
1,173
+3
MTB icon
362
M&T Bank
MTB
$28.9B
$731K 0.04%
4,092
+889
JANW icon
363
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$295M
$730K 0.04%
+21,970
SUB icon
364
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$723K 0.04%
6,850
-3,581
PALC icon
365
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$289M
$723K 0.04%
15,081
+1,542
ZS icon
366
Zscaler
ZS
$51.1B
$721K 0.04%
3,636
+161
BTZ icon
367
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
$720K 0.04%
67,188
+2,380
IWS icon
368
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$719K 0.04%
5,706
-167
SOXS icon
369
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.03B
$710K 0.04%
+24,502
JPST icon
370
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$704K 0.04%
13,898
-4,388
FTV icon
371
Fortive
FTV
$16.7B
$702K 0.04%
9,595
+734
ANGO icon
372
AngioDynamics
ANGO
$494M
$701K 0.04%
74,634
-32,449
TRV icon
373
Travelers Companies
TRV
$60.2B
$700K 0.04%
+2,647
IWB icon
374
iShares Russell 1000 ETF
IWB
$45.6B
$698K 0.04%
2,275
+3
EMB icon
375
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$697K 0.04%
+7,694
13 14
15
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