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
EDOW icon
676
First Trust Dow 30 Equal Weight ETF
EDOW
$229M
$273K 0.02%
7,549
-150
MOS icon
677
The Mosaic Company
MOS
$9.52B
$273K 0.02%
10,112
-4,155
UNG icon
678
United States Natural Gas Fund
UNG
$588M
$272K 0.01%
+12,606
ASML icon
679
ASML
ASML
$401B
$270K 0.01%
408
+95
UCO icon
680
ProShares Ultra Bloomberg Crude Oil
UCO
$345M
$269K 0.01%
+9,935
DELL icon
681
Dell
DELL
$106B
$269K 0.01%
2,947
-3,760
VV icon
682
Vanguard Large-Cap ETF
VV
$46.9B
$268K 0.01%
1,044
-11
PFL
683
PIMCO Income Strategy Fund
PFL
$382M
$268K 0.01%
31,050
+1,050
CGGR icon
684
Capital Group Growth ETF
CGGR
$16.7B
$267K 0.01%
7,809
-1,033
ROP icon
685
Roper Technologies
ROP
$51.5B
$267K 0.01%
+452
SVIX icon
686
-1x Short VIX Futures ETF
SVIX
$169M
$266K 0.01%
+13,102
IYJ icon
687
iShares US Industrials ETF
IYJ
$1.71B
$266K 0.01%
2,045
+339
OMC icon
688
Omnicom Group
OMC
$15.2B
$266K 0.01%
+3,184
BABA icon
689
Alibaba
BABA
$405B
$262K 0.01%
1,985
-3,929
FDX icon
690
FedEx
FDX
$56.9B
$261K 0.01%
1,069
+173
THQ
691
abrdn Healthcare Opportunities Fund
THQ
$753M
$259K 0.01%
12,538
+411
WMB icon
692
Williams Companies
WMB
$70.2B
$257K 0.01%
4,309
+380
PPG icon
693
PPG Industries
PPG
$23.4B
$256K 0.01%
2,339
-875
JNK icon
694
SPDR Bloomberg High Yield Bond ETF
JNK
$8.2B
$255K 0.01%
+2,681
O icon
695
Realty Income
O
$54.8B
$255K 0.01%
+4,397
PAI
696
Western Asset Investment Grade Income Fund
PAI
$120M
$255K 0.01%
19,815
-125
GRMN icon
697
Garmin
GRMN
$48.2B
$254K 0.01%
1,171
+116
IVOV icon
698
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.08B
$252K 0.01%
2,739
+471
CEFS icon
699
Saba Closed-End Funds ETF
CEFS
$322M
$252K 0.01%
+11,812
IWV icon
700
iShares Russell 3000 ETF
IWV
$17.4B
$252K 0.01%
793
-172
26 27
28
29 30