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RiverFront Investment Group, LLC

Portfolio Manager
RiverFront Investment Group, LLC
Performance
-3.79% (2026 Q1)
AUM (13F)
$6.46B
# of Holdings
384
Performance Rank
Allocation (Top 20)
55.26%

RiverFront Investment Group, LLC Holdings Map

Top 50 RiverFront Investment Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR CORE MSCI
4.59%3.27M$296.5M
+3.79%(+119.64K)
2025-Q1: 933.1K shares2025-Q2: 2.63M shares2025-Q3: 2.68M shares2025-Q4: 3.16M shares2026-Q1: 3.27M shares
$75.69(+28.56%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR
3.85%1.99M$248.8M
+6.18%(+115.66K)
2025-Q1: 1.79M shares2025-Q2: 1.81M shares2025-Q3: 1.85M shares2025-Q4: 1.87M shares2026-Q1: 1.99M shares
$73.55(+92.83%)
2026-03-31
JEPI
J P MORGAN EXCHANGE T
3.69%4.21M$238.5M
+10.62%(+404.06K)
2025-Q1: 2.04M shares2025-Q2: 2.90M shares2025-Q3: 3.07M shares2025-Q4: 3.80M shares2026-Q1: 4.21M shares
$56.86(-0.26%)
2026-03-31
AAPL
APPLE INC COM
3.61%920.5K$233.6M
+9.92%(+83.11K)
2025-Q1: 504.1K shares2025-Q2: 672.4K shares2025-Q3: 796.8K shares2025-Q4: 837.4K shares2026-Q1: 920.5K shares
$207.37(+48.83%)
2026-03-31
EFV
ISHARES TR EAFE VALUE
3.22%2.80M$208.4M
+9.44%(+241.68K)
2025-Q1: 1.72M shares2025-Q2: 2.36M shares2025-Q3: 2.47M shares2025-Q4: 2.56M shares2026-Q1: 2.80M shares
$57.24(+36.01%)
2026-03-31
SPAB
SPDR SERIES TRUST POR
3.09%7.79M$199.5M
+0.50%(+38.83K)
2025-Q1: 7.76M shares2025-Q2: 7.72M shares2025-Q3: 7.77M shares2025-Q4: 7.75M shares2026-Q1: 7.79M shares
$28.92(-12.17%)
2026-03-31
SCHI
SCHWAB STRATEGIC TR 5
2.97%8.46M$191.8M
+0.31%(+26.05K)
2025-Q1: 8.45M shares2025-Q2: 8.37M shares2025-Q3: 8.42M shares2025-Q4: 8.43M shares2026-Q1: 8.46M shares
$22.37(+0.84%)
2026-03-31
IYW
ISHARES TR U.S. TECH
2.82%1.01M$182.3M
+9.43%(+86.62K)
2025-Q1: 838.2K shares2025-Q2: 861.6K shares2025-Q3: 898.0K shares2025-Q4: 918.4K shares2026-Q1: 1.01M shares
$111.77(+117.83%)
2026-03-31
TBLL
INVESCO EXCH TRADED F
2.79%1.71M$180.7M
+4350.41%(+1.67M)
2025-Q1: 23.0K shares2025-Q2: 37.7K shares2025-Q3: 38.9K shares2025-Q4: 38.5K shares2026-Q1: 1.71M shares
$105.60(+0.04%)
2026-03-31
BND
VANGUARD BD INDEX FD
2.73%2.40M$176.4M
+0.81%(+19.25K)
2025-Q1: 2.37M shares2025-Q2: 2.35M shares2025-Q3: 2.38M shares2025-Q4: 2.38M shares2026-Q1: 2.40M shares
$79.64(-8.20%)
2026-03-31

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