RIG

RiverFront Investment Group Portfolio holdings

AUM $5.12B
1-Year Est. Return 12.77%
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$80.1M
2 +$66.9M
3 +$15.4M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$12.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.4M

Top Sells

1 +$52.8M
2 +$32.4M
3 +$30.9M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$22.6M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$19.4M

Sector Composition

1 Technology 1.7%
2 Real Estate 0.89%
3 Industrials 0.7%
4 Consumer Discretionary 0.57%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-24,430
102
-183,044