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
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$16.3M
3
+$8.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.75M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.23M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.31M

Sector Composition

1 Technology 9.7%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTSM icon
76
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
$5.09M 0.25%
84,749
-24,152
AGG icon
77
iShares Core US Aggregate Bond ETF
AGG
$131B
$5.09M 0.25%
51,281
+2,912
BX icon
78
Blackstone
BX
$109B
$5.01M 0.24%
33,526
-547
GOOG icon
79
Alphabet (Google) Class C
GOOG
$3.34T
$4.95M 0.24%
27,887
+147
HDV icon
80
iShares Core High Dividend ETF
HDV
$11.7B
$4.94M 0.24%
42,195
-711
TDIV icon
81
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.63B
$4.89M 0.24%
54,226
-1,892
AMGN icon
82
Amgen
AMGN
$181B
$4.85M 0.24%
17,370
-1,052
MRK icon
83
Merck
MRK
$231B
$4.84M 0.24%
60,528
-2,444
MUNI icon
84
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.24B
$4.79M 0.23%
93,336
-24,245
T icon
85
AT&T
T
$181B
$4.78M 0.23%
165,111
+14,535
TMUS icon
86
T-Mobile US
TMUS
$242B
$4.7M 0.23%
19,714
+398
GE icon
87
GE Aerospace
GE
$322B
$4.68M 0.23%
18,197
+8,368
IJH icon
88
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$4.64M 0.23%
74,761
-13,865
NVG icon
89
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$4.59M 0.22%
385,003
+34,287
EMR icon
90
Emerson Electric
EMR
$71.7B
$4.55M 0.22%
34,109
-372
BIV icon
91
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$4.49M 0.22%
58,082
+6,504
USFR icon
92
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$4.43M 0.22%
88,002
+10,743
NZF icon
93
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$4.39M 0.21%
367,800
+46,896
LRGF icon
94
iShares US Equity Factor ETF
LRGF
$2.93B
$4.35M 0.21%
67,877
+120
IBIT icon
95
iShares Bitcoin Trust
IBIT
$72.1B
$4.35M 0.21%
71,076
+20,755
MSTR icon
96
Strategy Inc
MSTR
$57.4B
$4.31M 0.21%
10,667
-215
BLK icon
97
Blackrock
BLK
$164B
$4.31M 0.21%
4,103
-58
GEV icon
98
GE Vernova
GEV
$157B
$4.27M 0.21%
8,064
+2,560
MGC icon
99
Vanguard Mega Cap 300 Index ETF
MGC
$8.32B
$4.18M 0.2%
18,545
+1,313
FVD icon
100
First Trust Value Line Dividend Fund
FVD
$9.02B
$4.16M 0.2%
93,126
-27,396
2 3
4
5 6