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
IBTF icon
1001
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
– –
-9,152
IGIB icon
1002
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
– –
-16,274
IMO icon
1003
Imperial Oil
IMO
$49.2B
– –
-6,881
IP icon
1004
International Paper
IP
$19.7B
– –
-4,474
IYC icon
1005
iShares US Consumer Discretionary ETF
IYC
$1.7B
– –
-2,552
IYF icon
1006
iShares US Financials ETF
IYF
$4.01B
– –
-2,770
IYJ icon
1007
iShares US Industrials ETF
IYJ
$1.65B
– –
-2,045
JANW icon
1008
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$295M
– –
-21,970
JKHY icon
1009
Jack Henry & Associates
JKHY
$11.9B
– –
-1,304
JNK icon
1010
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
– –
-2,681
KWEB icon
1011
KraneShares CSI China Internet ETF
KWEB
$8.78B
– –
-9,223
LDOS icon
1012
Leidos
LDOS
$24.5B
– –
-2,535
LMND icon
1013
Lemonade
LMND
$5.27B
– –
-11,172
MARA icon
1014
Marathon Digital Holdings
MARA
$4.53B
– –
-27,673
MCHI icon
1015
iShares MSCI China ETF
MCHI
$8.19B
– –
-3,758
MCI
1016
Barings Corporate Investors
MCI
$437M
– –
-8,820
MET icon
1017
MetLife
MET
$51.8B
– –
-3,732
MOS icon
1018
The Mosaic Company
MOS
$8.27B
– –
-10,112
MSFU icon
1019
Direxion Daily MSFT Bull 2X Shares
MSFU
$186M
– –
-7,857
MSOS icon
1020
AdvisorShares Pure US Cannabis ETF
MSOS
$597M
– –
-46,501
NUGT icon
1021
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$978M
– –
-7,659
NUKKW icon
1022
Nukkleus Inc Warrants
NUKKW
$49.6M
– –
-30,351
NVBT icon
1023
AllianzIM U.S. Large Cap Buffer10 Nov ETF
NVBT
$25.4M
– –
-14,078
NVNI icon
1024
Nvni Group
NVNI
$30.2M
– –
-1,190
NXP icon
1025
Nuveen Select Tax-Free Income Portfolio
NXP
$742M
– –
-10,044
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