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
TMUS icon
76
T-Mobile US
TMUS
$248B
$5.15M 0.28%
19,316
+783
TSLA icon
77
Tesla
TSLA
$1.49T
$5.1M 0.28%
19,645
+670
FTCS icon
78
First Trust Capital Strength ETF
FTCS
$8.47B
$4.94M 0.27%
55,160
-20,362
EEM icon
79
iShares MSCI Emerging Markets ETF
EEM
$20.8B
$4.94M 0.27%
112,965
-28,398
AGG icon
80
iShares Core US Aggregate Bond ETF
AGG
$133B
$4.78M 0.26%
48,369
+18,313
IJJ icon
81
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.03B
$4.78M 0.26%
39,891
-4,337
CNRG icon
82
SPDR S&P Kensho Clean Power ETF
CNRG
$191M
$4.76M 0.26%
+94,614
BX icon
83
Blackstone
BX
$121B
$4.76M 0.26%
34,073
-822
CSCO icon
84
Cisco
CSCO
$278B
$4.76M 0.26%
77,075
+1,884
XLK icon
85
Technology Select Sector SPDR Fund
XLK
$95B
$4.49M 0.25%
21,735
-3,293
GOOG icon
86
Alphabet (Google) Class C
GOOG
$3.07T
$4.35M 0.24%
27,740
-5,379
NVG icon
87
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$4.34M 0.24%
350,716
+1,656
IWM icon
88
iShares Russell 2000 ETF
IWM
$70.7B
$4.31M 0.24%
21,609
+296
XLU icon
89
Utilities Select Sector SPDR Fund
XLU
$22.2B
$4.29M 0.23%
54,363
+5,120
T icon
90
AT&T
T
$176B
$4.26M 0.23%
150,576
+1,952
UCON icon
91
First Trust Smith Unconstrained Bond ETF
UCON
$2.98B
$4.21M 0.23%
170,179
+6,728
MS icon
92
Morgan Stanley
MS
$253B
$4.18M 0.23%
35,856
+3,097
MINT icon
93
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$4.16M 0.23%
41,370
+11,422
TDIV icon
94
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.76B
$4.13M 0.23%
56,118
+27,765
DIA icon
95
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
$4.07M 0.22%
9,691
+3,424
MOAT icon
96
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
$4M 0.22%
45,435
-985
UNH icon
97
UnitedHealth
UNH
$326B
$3.96M 0.22%
7,560
-398
BIV icon
98
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$3.95M 0.22%
51,578
+6,637
BLK icon
99
Blackrock
BLK
$174B
$3.94M 0.22%
4,161
+343
LMT icon
100
Lockheed Martin
LMT
$112B
$3.93M 0.22%
8,805
+111
2 3
4
5 6