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
IAU icon
376
iShares Gold Trust
IAU
$62.4B
$697K 0.04%
11,818
+3,930
UTES icon
377
Virtus Reaves Utilities ETF
UTES
$1.11B
$696K 0.04%
10,772
-695
BSMP icon
378
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$693K 0.04%
28,311
+2,066
KTF
379
DWS Municipal Income Trust
KTF
$362M
$692K 0.04%
73,742
-343
MU icon
380
Micron Technology
MU
$246B
$686K 0.04%
7,892
+592
AGI icon
381
Alamos Gold
AGI
$13.3B
$685K 0.04%
+25,628
CLM icon
382
Cornerstone Strategic Value Fund
CLM
$2.33B
$684K 0.04%
93,520
+7,846
KBWB icon
383
Invesco KBW Bank ETF
KBWB
$5.13B
$682K 0.04%
+10,860
FXI icon
384
iShares China Large-Cap ETF
FXI
$6.93B
$682K 0.04%
19,019
+2,125
BLOK icon
385
Amplify Blockchain Technology ETF
BLOK
$1.54B
$678K 0.04%
18,373
-571
CPSJ
386
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$42.7M
$671K 0.04%
27,039
IIIN icon
387
Insteel Industries
IIIN
$598M
$670K 0.04%
25,476
-16,529
IEI icon
388
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$670K 0.04%
5,668
+2,547
BSMQ icon
389
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$290M
$669K 0.04%
28,350
+1,412
OZ icon
390
Belpointe PREP
OZ
$241M
$667K 0.04%
10,341
BSMR icon
391
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$274M
$665K 0.04%
28,259
+1,444
FINS
392
Angel Oak Financial Strategies Income Term Trust
FINS
$439M
$659K 0.04%
48,913
+1,890
ITA icon
393
iShares US Aerospace & Defense ETF
ITA
$11.9B
$657K 0.04%
4,289
+323
DD icon
394
DuPont de Nemours
DD
$33.9B
$656K 0.04%
8,787
-277
PRU icon
395
Prudential Financial
PRU
$36B
$656K 0.04%
5,871
-923
BSMS icon
396
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$224M
$652K 0.04%
28,114
+1,064
MUB icon
397
iShares National Muni Bond ETF
MUB
$40.4B
$651K 0.04%
6,178
-8,990
JUNM
398
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$66.2M
$651K 0.04%
20,700
-1,800
GNMA icon
399
iShares GNMA Bond ETF
GNMA
$372M
$650K 0.04%
14,817
-6,485
BSMT icon
400
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$648K 0.04%
28,511
+1,062
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16
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