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
BKNG icon
501
Booking.com
BKNG
$167B
$450K 0.02%
98
+9
NVBT icon
502
AllianzIM U.S. Large Cap Buffer10 Nov ETF
NVBT
$25.5M
$449K 0.02%
14,078
DGRW icon
503
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$449K 0.02%
5,616
+1,099
NVAX icon
504
Novavax
NVAX
$1.38B
$448K 0.02%
+69,888
DAPR icon
505
FT Vest US Equity Deep Buffer ETF April
DAPR
$288M
$447K 0.02%
12,015
+88
BXMX icon
506
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$444K 0.02%
33,155
-11,426
UTG icon
507
Reaves Utility Income Fund
UTG
$3.44B
$443K 0.02%
13,606
-3,001
DJAN icon
508
FT Vest US Equity Deep Buffer ETF January
DJAN
$352M
$441K 0.02%
11,624
+5,377
MSTY icon
509
YieldMax MSTR Option Income Strategy ETF
MSTY
$3.32B
$441K 0.02%
+21,679
COR icon
510
Cencora
COR
$64.5B
$440K 0.02%
+1,584
CMG icon
511
Chipotle Mexican Grill
CMG
$55.2B
$440K 0.02%
8,765
+792
PPI icon
512
AXS Astoria Inflation Sensitive ETF
PPI
$68.8M
$438K 0.02%
30,218
+18
NKE icon
513
Nike
NKE
$102B
$436K 0.02%
6,855
+437
QYLD icon
514
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.39B
$436K 0.02%
26,199
-5,098
B
515
Barrick Mining
B
$55.4B
$435K 0.02%
22,393
-8,783
IDEV icon
516
iShares Core MSCI International Developed Markets ETF
IDEV
$22.5B
$434K 0.02%
6,300
+966
VOOG icon
517
Vanguard S&P 500 Growth ETF
VOOG
$20.7B
$432K 0.02%
+1,293
AJG icon
518
Arthur J. Gallagher & Co
AJG
$72B
$428K 0.02%
1,241
-40
EQWL icon
519
Invesco S&P 100 Equal Weight ETF
EQWL
$1.84B
$428K 0.02%
4,150
-2,384
PAAS icon
520
Pan American Silver
PAAS
$15.3B
$427K 0.02%
16,538
-10,708
IBDQ icon
521
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$423K 0.02%
16,807
+8,085
CLX icon
522
Clorox
CLX
$14.1B
$417K 0.02%
2,834
+263
VYMI icon
523
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$414K 0.02%
5,622
+69
IBDT icon
524
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$413K 0.02%
16,335
+7,296
CCJ icon
525
Cameco
CCJ
$38.4B
$411K 0.02%
+9,984
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