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
FXN icon
601
First Trust Energy AlphaDEX Fund
FXN
$269M
$325K 0.02%
19,702
-16,508
VDE icon
602
Vanguard Energy ETF
VDE
$7.22B
$325K 0.02%
2,508
-701
IWN icon
603
iShares Russell 2000 Value ETF
IWN
$12.3B
$324K 0.02%
2,149
+191
DRI icon
604
Darden Restaurants
DRI
$21.5B
$323K 0.02%
1,553
+136
QJUN icon
605
FT Vest Growth-100 Buffer ETF June
QJUN
$651M
$322K 0.02%
12,192
-2,300
GS icon
606
Goldman Sachs
GS
$242B
$322K 0.02%
590
-6
MARM icon
607
FT Vest US Equity Max Buffer ETF March
MARM
$131M
$322K 0.02%
10,274
-5,152
KWEB icon
608
KraneShares CSI China Internet ETF
KWEB
$9.32B
$322K 0.02%
+9,223
GIS icon
609
General Mills
GIS
$25.3B
$320K 0.02%
5,358
-1,301
VXX icon
610
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$239M
$320K 0.02%
+6,209
ADX icon
611
Adams Diversified Equity Fund
ADX
$2.76B
$319K 0.02%
+16,800
IBDX icon
612
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$319K 0.02%
+12,751
PANW icon
613
Palo Alto Networks
PANW
$147B
$318K 0.02%
1,865
-62
MARA icon
614
Marathon Digital Holdings
MARA
$7.24B
$318K 0.02%
+27,673
IBDW icon
615
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.85B
$318K 0.02%
15,316
+1,670
IBDV icon
616
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.13B
$318K 0.02%
+14,630
IBDY icon
617
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$867M
$317K 0.02%
+12,402
KYN icon
618
Kayne Anderson Energy Infrastructure Fund
KYN
$1.96B
$316K 0.02%
+24,595
SIXG
619
Defiance Connective Technologies ETF
SIXG
$777M
$315K 0.02%
7,411
-1,629
FXL icon
620
First Trust Technology AlphaDEX Fund
FXL
$1.47B
$314K 0.02%
2,372
+6
F icon
621
Ford
F
$55.1B
$314K 0.02%
31,271
-8,422
FJUL icon
622
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
$313K 0.02%
6,572
+152
IYF icon
623
iShares US Financials ETF
IYF
$4B
$313K 0.02%
2,770
-4,583
DPZ icon
624
Domino's
DPZ
$14B
$312K 0.02%
678
-65
MTUM icon
625
iShares MSCI USA Momentum Factor ETF
MTUM
$19.4B
$310K 0.02%
1,534
+160
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25
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