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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$764B
$98.7M 5.41%
192,077
+2,744
IVV icon
2
iShares Core S&P 500 ETF
IVV
$666B
$98.3M 5.39%
174,933
+7,951
IWD icon
3
iShares Russell 1000 Value ETF
IWD
$65B
$62.8M 3.44%
333,681
+6,248
FNDF icon
4
Schwab Fundamental International Large Company Index ETF
FNDF
$18.5B
$47.4M 2.6%
1,311,606
+46,943
AAPL icon
5
Apple
AAPL
$3.86T
$40.7M 2.23%
183,308
-3,116
VFLO icon
6
VictoryShares Free Cash Flow ETF
VFLO
$6.35B
$34.7M 1.9%
1,012,689
+13,891
IWF icon
7
iShares Russell 1000 Growth ETF
IWF
$124B
$32.7M 1.79%
90,627
-1,891
NVDA icon
8
NVIDIA
NVDA
$4.43T
$28.9M 1.59%
266,829
+1,601
RSP icon
9
Invesco S&P 500 Equal Weight ETF
RSP
$74.9B
$28M 1.53%
161,533
+2,710
MSFT icon
10
Microsoft
MSFT
$3.88T
$26.6M 1.46%
70,875
-227
EFA icon
11
iShares MSCI EAFE ETF
EFA
$68.3B
$25M 1.37%
305,968
+23,471
AMZN icon
12
Amazon
AMZN
$2.35T
$24.5M 1.34%
128,577
+4,551
BUFR icon
13
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$22.6M 1.24%
760,078
+16,665
IVW icon
14
iShares S&P 500 Growth ETF
IVW
$66.3B
$22.4M 1.23%
241,418
+3,179
RSMC
15
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$744M
$22.1M 1.21%
936,783
-6,891
SDVY icon
16
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.76B
$21.1M 1.16%
631,134
-54,950
VB icon
17
Vanguard Small-Cap ETF
VB
$67.7B
$16.5M 0.91%
74,500
+5,953
QQQ icon
18
Invesco QQQ Trust
QQQ
$387B
$16.1M 0.88%
34,195
+6,296
VTI icon
19
Vanguard Total Stock Market ETF
VTI
$548B
$15.1M 0.83%
55,090
-183
RSPT icon
20
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.35B
$15.1M 0.83%
440,231
+7,892
VUG icon
21
Vanguard Growth ETF
VUG
$197B
$14.3M 0.79%
38,641
+3,012
COWZ icon
22
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$12.9M 0.71%
235,816
-12,564
JBND icon
23
JPMorgan Active Bond ETF
JBND
$3.25B
$12.2M 0.67%
228,831
-34,711
JPM icon
24
JPMorgan Chase
JPM
$801B
$12.1M 0.66%
49,377
+2,589
GLD icon
25
SPDR Gold Trust
GLD
$132B
$10.8M 0.59%
37,367
+11,693
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