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 9.7%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSDD icon
551
GraniteShares 2x Short TSLA Daily ETF
TSDD
$89.7M
$427K 0.02%
+18,668
VT icon
552
Vanguard Total World Stock ETF
VT
$54.7B
$426K 0.02%
3,312
+909
ATO icon
553
Atmos Energy
ATO
$28.1B
$425K 0.02%
2,756
-295
HRMY icon
554
Harmony Biosciences
HRMY
$1.96B
$422K 0.02%
13,347
-2,226
QMMY
555
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$87.2M
$421K 0.02%
17,926
-4,874
CCIX
556
Churchill Capital Corp IX
CCIX
$389M
$421K 0.02%
+39,991
QDTE icon
557
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$919M
$421K 0.02%
+11,848
IBDT icon
558
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
$420K 0.02%
16,541
+206
CNI icon
559
Canadian National Railway
CNI
$59.2B
$419K 0.02%
+4,027
NXPI icon
560
NXP Semiconductors
NXPI
$49.6B
$415K 0.02%
1,893
-188
AOR icon
561
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.84B
$415K 0.02%
6,733
+1,668
VOE icon
562
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$409K 0.02%
2,477
+6
CSB icon
563
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$263M
$408K 0.02%
7,364
-711
CEFS icon
564
Saba Closed-End Funds ETF
CEFS
$320M
$407K 0.02%
18,315
+6,503
IBDQ icon
565
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$406K 0.02%
16,136
-671
NVR icon
566
NVR
NVR
$19.9B
$406K 0.02%
+55
DJAN icon
567
FT Vest US Equity Deep Buffer ETF January
DJAN
$351M
$405K 0.02%
10,030
-1,594
VGSH icon
568
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$404K 0.02%
6,876
+35
NMCO icon
569
Nuveen Municipal Credit Opportunities Fund
NMCO
$595M
$404K 0.02%
+37,605
KVUE icon
570
Kenvue
KVUE
$31.9B
$403K 0.02%
19,268
-663
URTH icon
571
iShares MSCI World ETF
URTH
$5.94B
$398K 0.02%
2,347
+60
FSIG icon
572
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.34B
$397K 0.02%
20,789
+1,063
FLEX icon
573
Flex
FLEX
$22.2B
$394K 0.02%
7,883
-8,803
FIGXU
574
FIGX Capital Acquisition Corp Units
FIGXU
$393K 0.02%
+39,276
TECS icon
575
Direxion Daily Technology Bear 3x Shares
TECS
$41.5M
$393K 0.02%
+14,695
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