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
IMCG icon
701
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.21B
$252K 0.01%
3,524
-153
BILZ icon
702
PIMCO Ultra Short Government Active ETF
BILZ
$902M
$251K 0.01%
2,478
+33
BP icon
703
BP
BP
$88.5B
$250K 0.01%
7,387
-1,850
ARKF icon
704
ARK Fintech Innovation ETF
ARKF
$1.5B
$249K 0.01%
7,473
-2,658
TRGP icon
705
Targa Resources
TRGP
$33.1B
$248K 0.01%
+1,238
EFAV icon
706
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
$248K 0.01%
3,179
-827
GJUN icon
707
FT Vest US Equity Moderate Buffer ETF June
GJUN
$336M
$247K 0.01%
7,021
SHYM
708
iShares Short Duration High Yield Muni Active ETF
SHYM
$398M
$246K 0.01%
+10,862
GDXU icon
709
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$1.37B
$246K 0.01%
+4,111
SPEM icon
710
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$245K 0.01%
6,223
-7,555
EVV
711
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
$245K 0.01%
24,515
+23
SCHF icon
712
Schwab International Equity ETF
SCHF
$52.8B
$244K 0.01%
12,319
-11,580
QQQH
713
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$346M
$242K 0.01%
4,956
-585
PTY icon
714
PIMCO Corporate & Income Opportunity Fund
PTY
$2.65B
$242K 0.01%
16,693
+57
PSFF icon
715
Pacer Swan SOS Fund of Funds ETF
PSFF
$512M
$241K 0.01%
+8,430
EBC icon
716
Eastern Bankshares
EBC
$3.51B
$240K 0.01%
14,614
+887
IP icon
717
International Paper
IP
$25.8B
$239K 0.01%
+4,474
JKHY icon
718
Jack Henry & Associates
JKHY
$11.3B
$238K 0.01%
+1,304
PLTD
719
Direxion Daily PLTR Bear 1X Shares
PLTD
$42.9M
$237K 0.01%
+13,718
FMHI icon
720
First Trust Municipal High Income ETF
FMHI
$787M
$237K 0.01%
+4,966
KR icon
721
Kroger
KR
$44.5B
$235K 0.01%
+3,476
SIL icon
722
Global X Silver Miners ETF NEW
SIL
$3.33B
$235K 0.01%
+5,959
MSFU icon
723
Direxion Daily MSFT Bull 2X Shares
MSFU
$198M
$234K 0.01%
7,857
+2,551
DOCT icon
724
FT Vest US Equity Deep Buffer ETF October
DOCT
$308M
$234K 0.01%
6,090
-47
AIRR icon
725
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.73B
$233K 0.01%
3,410
-2,307
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