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
$4.74B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$38.9M
3
+$38.4M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$31.4M
5
IYG icon
iShares US Financial Services ETF
IYG
+$29.6M

Top Sells

1
+$44.5M
2
+$32.5M
3
+$32.4M
4
PGR icon
Progressive
PGR
+$23.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$17.9M

Sector Composition

1 Industrials 1.01%
2 Technology 0.91%
3 Consumer Staples 0.66%
4 Real Estate 0.59%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-31,534
127
– –
-7,447
128
– –
-4,707
2 3 4 5
6