RIG

RiverFront Investment Group Portfolio holdings

AUM $5.7B
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.39B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$27.1M
3
+$15.2M
4
NVDA icon
NVIDIA
NVDA
+$15.1M
5
AAPL icon
Apple
AAPL
+$13.1M

Top Sells

1
+$42.9M
2
+$18.1M
3
+$10.4M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.19M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$5.59M

Sector Composition

1 Technology 6.63%
2 Financials 2.21%
3 Consumer Staples 1.56%
4 Communication Services 1.21%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.4M 0.4%
141,863
+12,348
52
$17.3M 0.39%
252,508
+222,038
53
$17.1M 0.39%
228,265
+8,630
54
$17M 0.39%
215,656
+6,108
55
$16.8M 0.38%
914,536
+67,117
56
$16M 0.36%
148,289
+21,653
57
$15.9M 0.36%
555,267
+28,093
58
$15.1M 0.34%
245,032
-63,084
59
$15M 0.34%
29,711
+2,208
60
$13.5M 0.31%
261,851
-177,789
61
$12.9M 0.29%
88,823
+22,979
62
$12.3M 0.28%
116,058
+2,412
63
$12.3M 0.28%
526,298
+37,065
64
$11.9M 0.27%
278,320
+38,221
65
$10.2M 0.23%
32,371
+5,343
66
$8.84M 0.2%
19,503
+5,129
67
$8.77M 0.2%
394,541
-12,226
68
$7.69M 0.18%
109,496
-6,998
69
$7.61M 0.17%
122,309
+17,263
70
$6.54M 0.15%
112,988
-3,780
71
$6.21M 0.14%
64,084
+59,385
72
$6.09M 0.14%
36,298
+7,317
73
$5.58M 0.13%
133,108
+9,024
74
$5.06M 0.12%
79,980
-3,625
75
$5.06M 0.12%
208,186
+7,437
1 2
3
4 5