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
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$16.3M
3
+$8.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.75M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.23M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.31M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRU icon
476
Prudential Financial
PRU
$38.1B
$538K 0.03%
5,006
-865
ENB icon
477
Enbridge
ENB
$104B
$537K 0.03%
11,864
-1,760
COF icon
478
Capital One
COF
$149B
$537K 0.03%
2,524
+565
HOOD icon
479
Robinhood
HOOD
$95.5B
$535K 0.03%
5,713
-8,265
VFH icon
480
Vanguard Financials ETF
VFH
$13.3B
$533K 0.03%
+4,186
DOW icon
481
Dow Inc
DOW
$20.1B
$528K 0.03%
19,938
-35,647
FTHI icon
482
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.91B
$528K 0.03%
23,092
CGGR icon
483
Capital Group Growth ETF
CGGR
$19.6B
$526K 0.03%
12,940
+5,131
DPZ icon
484
Domino's
DPZ
$13.7B
$525K 0.03%
1,165
+487
TXN icon
485
Texas Instruments
TXN
$177B
$524K 0.03%
2,526
-2,310
PSA icon
486
Public Storage
PSA
$50.3B
$524K 0.03%
1,786
+88
BSMQ icon
487
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$303M
$524K 0.03%
22,224
-6,126
AFL icon
488
Aflac
AFL
$56.8B
$522K 0.03%
4,948
+681
MAG
489
DELISTED
MAG Silver
MAG
$520K 0.03%
24,627
-1,828
BDJ icon
490
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.69B
$520K 0.03%
58,458
-1,701
BSMR icon
491
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$310M
$519K 0.03%
22,099
-6,160
BSMS icon
492
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$259M
$519K 0.03%
22,324
-5,790
VTEB icon
493
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.7B
$518K 0.03%
10,570
+3,905
FLRN icon
494
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.73B
$517K 0.03%
16,768
+9,891
BSMT icon
495
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$239M
$515K 0.03%
22,698
-5,813
VOT icon
496
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$514K 0.03%
1,805
-572
MDT icon
497
Medtronic
MDT
$130B
$511K 0.02%
5,816
-2,750
BSMU icon
498
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$232M
$511K 0.02%
23,755
-6,127
SHYG icon
499
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.13B
$509K 0.02%
11,803
+4,002
INTC icon
500
Intel
INTC
$259B
$509K 0.02%
22,704
-5,138
18 19
20
21 22