Top 50 RiverFront Investment Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR CORE MSCI | 4.59% | 3.27M | $296.5M | +3.79%(+119.64K) | $75.69(+28.56%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 3.85% | 1.99M | $248.8M | +6.18%(+115.66K) | $73.55(+92.83%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE T | 3.69% | 4.21M | $238.5M | +10.62%(+404.06K) | $56.86(-0.26%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.61% | 920.5K | $233.6M | +9.92%(+83.11K) | $207.37(+48.83%) | 2026-03-31 | |
| EFV | ISHARES TR EAFE VALUE | 3.22% | 2.80M | $208.4M | +9.44%(+241.68K) | $57.24(+36.01%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST POR | 3.09% | 7.79M | $199.5M | +0.50%(+38.83K) | $28.92(-12.17%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR 5 | 2.97% | 8.46M | $191.8M | +0.31%(+26.05K) | $22.37(+0.84%) | 2026-03-31 | |
| IYW | ISHARES TR U.S. TECH | 2.82% | 1.01M | $182.3M | +9.43%(+86.62K) | $111.77(+117.83%) | 2026-03-31 | |
| TBLL | INVESCO EXCH TRADED F | 2.79% | 1.71M | $180.7M | +4350.41%(+1.67M) | $105.60(+0.04%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FD | 2.73% | 2.40M | $176.4M | +0.81%(+19.25K) | $79.64(-8.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.34% | +27.15% |
| Top 20 Holdings Unweighted | +8.14% | +26.47% |
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