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
RWR icon
476
SPDR Dow Jones REIT ETF
RWR
$1.9B
$483K 0.03%
+4,873
USA icon
477
Liberty All-Star Equity Fund
USA
$1.89B
$482K 0.03%
73,556
-9,362
DSEP icon
478
FT Vest US Equity Deep Buffer ETF September
DSEP
$274M
$479K 0.03%
12,070
-757
KVUE icon
479
Kenvue
KVUE
$28.8B
$478K 0.03%
19,931
-329
IBD icon
480
Inspire Corporate Bond ETF
IBD
$421M
$477K 0.03%
20,036
-2,553
ISRG icon
481
Intuitive Surgical
ISRG
$194B
$476K 0.03%
962
-47
PPH icon
482
VanEck Pharmaceutical ETF
PPH
$637M
$476K 0.03%
5,221
-1,619
NUGT icon
483
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$907M
$476K 0.03%
+7,659
INFY icon
484
Infosys
INFY
$72.5B
$475K 0.03%
26,000
-15,074
AFL icon
485
Aflac
AFL
$57.3B
$474K 0.03%
4,267
-637
QMMY
486
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$87.7M
$474K 0.03%
22,800
-200
ATO icon
487
Atmos Energy
ATO
$28.2B
$472K 0.03%
3,051
+13
PAVE icon
488
Global X US Infrastructure Development ETF
PAVE
$9.73B
$470K 0.03%
12,451
-1,271
BILS icon
489
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$470K 0.03%
4,721
+2,146
ASTS icon
490
AST SpaceMobile
ASTS
$20.3B
$466K 0.03%
+20,514
NVS icon
491
Novartis
NVS
$252B
$466K 0.03%
4,085
+1,843
GLDM icon
492
SPDR Gold MiniShares Trust
GLDM
$22.3B
$466K 0.03%
7,532
+2,655
FTWO icon
493
Strive FAANG 2.0 ETF
FTWO
$48.6M
$465K 0.03%
15,152
+284
TSLT icon
494
T-REX 2X Long Tesla Daily Target ETF
TSLT
$453M
$464K 0.03%
+35,525
CSB icon
495
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$268M
$464K 0.03%
8,075
-96
PEG icon
496
Public Service Enterprise Group
PEG
$41.5B
$460K 0.03%
5,594
+619
XMMO icon
497
Invesco S&P MidCap Momentum ETF
XMMO
$6.01B
$460K 0.03%
4,043
+575
ARKB icon
498
ARK 21Shares Bitcoin ETF
ARKB
$1.77B
$458K 0.03%
+16,716
DECT icon
499
AllianzIM U.S. Large Cap Buffer10 Dec ETF
DECT
$128M
$457K 0.03%
14,755
AOM icon
500
iShares Core Moderate Allocation ETF
AOM
$1.62B
$457K 0.03%
10,404
+594
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