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
NOC icon
526
Northrop Grumman
NOC
$86.4B
$411K 0.02%
802
-196
CCI icon
527
Crown Castle
CCI
$42.9B
$409K 0.02%
3,927
-2,573
TT icon
528
Trane Technologies
TT
$94.8B
$408K 0.02%
1,212
+237
HCA icon
529
HCA Healthcare
HCA
$105B
$408K 0.02%
1,180
+92
LRCX icon
530
Lam Research
LRCX
$191B
$408K 0.02%
5,592
-14,756
JIRE icon
531
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.67B
$407K 0.02%
6,394
+1,484
JPC icon
532
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$407K 0.02%
50,780
+15,781
MAG
533
DELISTED
MAG Silver
MAG
$404K 0.02%
26,455
+2,480
VGSH icon
534
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$401K 0.02%
6,841
-406
IBDR icon
535
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$400K 0.02%
+16,533
DVY icon
536
iShares Select Dividend ETF
DVY
$21B
$400K 0.02%
2,980
+1,061
NXPI icon
537
NXP Semiconductors
NXPI
$55.3B
$397K 0.02%
2,081
+399
VOE icon
538
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$397K 0.02%
2,471
+572
UNM icon
539
Unum
UNM
$13B
$397K 0.02%
4,869
-124
BUFD icon
540
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.49B
$396K 0.02%
+15,872
FBND icon
541
Fidelity Total Bond ETF
FBND
$21.1B
$395K 0.02%
+8,618
IBDS icon
542
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.38B
$386K 0.02%
15,963
+5,367
HUM icon
543
Humana
HUM
$35B
$384K 0.02%
1,447
-50
IUSG icon
544
iShares Core S&P US Growth ETF
IUSG
$26B
$382K 0.02%
3,005
-351
PNC icon
545
PNC Financial Services
PNC
$73.2B
$382K 0.02%
2,173
+289
DBJP icon
546
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$434M
$381K 0.02%
5,134
+270
UPRO icon
547
ProShares UltraPro S&P 500
UPRO
$4.8B
$381K 0.02%
5,152
+2,610
VHT icon
548
Vanguard Health Care ETF
VHT
$16.2B
$380K 0.02%
+1,434
MBB icon
549
iShares MBS ETF
MBB
$41.8B
$379K 0.02%
4,037
+265
CSQ icon
550
Calamos Strategic Total Return Fund
CSQ
$3.06B
$378K 0.02%
23,366
-931
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