RI

RiverFront Investment Group, LLC

13F
RiverFront Investment Group, LLC
Last update 2025-05-14 250 Stocks (43 new)
Value $4.47 Bil Turnover 11 %
Countries:
Top Holdings: IVV(6.46%)SPAB(4.44%)GSLC(4.41%)SCHI(4.25%)BND(3.90%)
Summary Stock Picks Current Portfolio
RiverFront Investment Group, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
513,020
288,266.1
-21.57%
6.460
-1.90%
0.050
+18.87%
+8.94%
642,209.1
 
SPAB
SPDR Portfolio Aggregate Bond ETF
7,764,062
198,294.2
+4.78%
4.440
+0.20%
2.270
+1.68%
+3.56%
8,519.3
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
1,790,457
197,093.6
+5.53%
4.410
+0.23%
1.570
+18.27%
+8.67%
14,162.0
 
SCHI
Schwab 5-10 Year Corporate Bond ETF
8,454,119
189,879.5
+3.63%
4.250
+0.15%
2.250
+3.75%
+5.29%
8,747.4
 
BND
Vanguard Total Bond Market ETF
2,369,347
174,028.6
+3.83%
3.900
+0.14%
0.130
+1.67%
+3.53%
127,758.4
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
1,265,215
131,266.1
+196.21%
2.940
+1.95%
1.270
+0.36%
+2.19%
11,276.6
 
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2,530,980
131,054.2
+2.38%
2.930
+0.07%
0.550
+14.34%
+3.42%
25,449.1
 
XLK
Technology Select Sector SPDR ETF
629,298
129,937.4
+2.75%
2.910
+0.08%
0.200
+31.65%
+12.33%
82,708.7
 
IYG
iShares U.S. Financial Services ETF
1,626,775
127,783.3
+4.52%
2.860
+0.12%
7.770
+16.89%
+13.69%
1,896.1
 
JAAA
Janus Henderson AAA CLO ETF
2,487,861
126,159.5
+4.28%
2.830
+0.12%
0.630
+1.96%
+2.64%
22,841.5
 

RiverFront Investment Group, LLC's Historical Top Holdings Breakdowns

RiverFront Investment Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.95%
●
97.25 ($101.36) 104.79
$99.71
-1.63%
Add 196.21%
1,265,215
838,083
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.90%
●
554.06 ($590.51) 615.85
$637.33
7.93%
Reduce -21.57%
513,020
-141,066
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-1.40%
●
69.57 ($74.78) 78.65
$85.51
14.35%
Reduce -48.23%
933,142
-869,231
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
2025-03-31
Reduce
Reduce
-1.07%
●
65.05 ($69.15) 73.43
$64.18
-7.19%
Reduce -94.14%
43,155
-693,689
EWG
iShares MSCI Germany ETF
2025-03-31
New Buy
New Buy
+1.06%
●
31.58 ($35.73) 39.31
$43.21
20.93%
New holding
1,275,731
1,275,731
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.89%
●
51.88 ($56.57) 60.73
$65.87
16.44%
Reduce -30.04%
1,717,047
-737,335
EUFN
iShares MSCI Europe Financial Sector Index Fund
iShares MSCI Europe Financial Sector Index Fund
2025-03-31
Add
Add
+0.83%
●
23.03 ($26.53) 29.47
$32.99
24.35%
Add 247.34%
1,828,039
1,301,741
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.67%
●
57.44 ($58.5) 59.4
$59.32
1.40%
Add 99.79%
1,017,616
508,284
RFDA
RiverFront Dynamic US Dividend Advantage ETF
RiverFront Dynamic US Dividend Advantage ETF
2025-03-31
Reduce
Reduce
-0.39%
●
52.12 ($55.32) 57.31
$59.78
8.06%
Reduce -53.96%
259,309
-303,865
AAPL
Apple Inc
2025-03-31
Add
Add
+0.27%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 12.26%
504,079
55,035

RiverFront Investment Group, LLC Total Holding History ($B)

To

RiverFront Investment Group, LLC's Asset Allocation

To

RiverFront Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RiverFront Investment Group, LLC's Hypothetical Growth since 2025-03-31

RiverFront Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RiverFront Investment Group, LLC's Holdings Heat Map

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RiverFront Investment Group, LLC's Holdings Bubble Chart

RiverFront Investment Group, LLC News

  • 1

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