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
151
$478K 0.01%
2,871
+960
152
$475K 0.01%
1,621
+18
153
$470K 0.01%
21,156
154
$455K 0.01%
16,169
155
$451K 0.01%
5,061
+2,089
156
$440K 0.01%
2,652
157
$439K 0.01%
4,075
+84
158
$431K 0.01%
1,451
+370
159
$429K 0.01%
3,708
+620
160
$429K 0.01%
10,637
+2,016
161
$404K 0.01%
+10,870
162
$394K 0.01%
6,659
+1,286
163
$391K 0.01%
3,226
-3,590
164
$391K 0.01%
3,939
+539
165
$388K 0.01%
2,526
+360
166
$386K 0.01%
2,001
+759
167
$384K 0.01%
+12,085
168
$374K 0.01%
11,920
169
$363K 0.01%
9,086
+1,340
170
$340K 0.01%
764
+296
171
$331K 0.01%
+1,557
172
$320K 0.01%
3,581
+561
173
$319K 0.01%
+9,050
174
$313K 0.01%
+1,041
175
$312K 0.01%
4,355
5 6
7
8 9