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
$2.29B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$21.8M
3
+$8.98M
4
ORLA
Orla Mining
ORLA
+$7.35M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$6.62M

Top Sells

1
+$30M
2
+$5.63M
3
+$3.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.89M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$3.71M

Sector Composition

1 Technology 9.89%
2 Financials 4.9%
3 Communication Services 3.52%
4 Consumer Discretionary 3.25%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APA icon
576
APA Corp
APA
$8.96B
$449K 0.02%
18,476
+1,715
FLGV icon
577
Franklin US Treasury Bond ETF
FLGV
$1.08B
$446K 0.02%
+21,630
AOM icon
578
iShares Core Moderate Allocation ETF
AOM
$1.68B
$444K 0.02%
9,335
-247
BMY icon
579
Bristol-Myers Squibb
BMY
$111B
$441K 0.02%
9,780
-2,358
MTUM icon
580
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
$438K 0.02%
1,708
+118
IYG icon
581
iShares US Financial Services ETF
IYG
$2.07B
$437K 0.02%
+4,877
NVDD icon
582
Direxion Daily NVDA Bear 1X Shares
NVDD
$41.9M
$435K 0.02%
11,109
+6,589
BSMT icon
583
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$224M
$432K 0.02%
18,719
-3,979
BSMS icon
584
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$246M
$432K 0.02%
18,449
-3,875
BSMP icon
585
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$181M
$432K 0.02%
17,603
-4,901
NOC icon
586
Northrop Grumman
NOC
$82.2B
$431K 0.02%
707
+150
ARKF icon
587
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.11B
$428K 0.02%
7,540
+581
ESTC icon
588
Elastic
ESTC
$7.77B
$428K 0.02%
+5,067
SBUX icon
589
Starbucks
SBUX
$97.1B
$427K 0.02%
5,052
-22
CSB icon
590
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$252M
$427K 0.02%
7,219
-145
URTH icon
591
iShares MSCI World ETF
URTH
$6.59B
$426K 0.02%
2,347
IBDR icon
592
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.59B
$426K 0.02%
17,531
+2,186
BITO icon
593
ProShares Bitcoin Strategy ETF
BITO
$2.3B
$426K 0.02%
+21,638
QMMY
594
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$83.1M
$424K 0.02%
17,326
-600
TXN icon
595
Texas Instruments
TXN
$162B
$424K 0.02%
2,307
-219
SOXX icon
596
iShares Semiconductor ETF
SOXX
$16.7B
$422K 0.02%
1,555
-8,405
AFL icon
597
Aflac
AFL
$58.4B
$421K 0.02%
3,765
-1,183
BSMY
598
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$88.4M
$417K 0.02%
17,159
-3,704
IBDS icon
599
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.54B
$416K 0.02%
17,106
+2,181
VHT icon
600
Vanguard Health Care ETF
VHT
$17.5B
$414K 0.02%
1,595
-2,471
22 23
24
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