$3.21 Billion is the total value of RiverFront Investment Group, LLC's 96 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Exit | MATTHEWS INTL FDS PAC TIGER INmutual funds | $0 | – | -7,952 | -100.0% | -0.01% | – | |
VEA | Exit | VANGUARD TAX-MANAGED FD EUROPE | $0 | – | -25,682 | -100.0% | -0.04% | – |
RFUN | Exit | ALPS ETF TR RIVERFRONT UNC | $0 | – | -115,784 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS SHRT-T | 50 | Q3 2023 | 7.8% |
VANGUARD WORLD FDS INF TECH ET | 49 | Q4 2020 | 1.6% |
SELECT SECTOR SPDR TR SBI CONS | 47 | Q3 2023 | 2.0% |
ISHARES TR MSCI EAFE IDX | 44 | Q3 2023 | 5.4% |
ALPS ETF TR RIVERFRNT STR INC | 40 | Q3 2023 | 8.7% |
SELECT SECTOR SPDR TR SBI INT- | 39 | Q4 2022 | 1.0% |
WISDOMTREE TRUST LARGECAP DIVI | 37 | Q2 2020 | 15.1% |
SELECT SECTOR SPDR TR SBI CONS | 37 | Q3 2023 | 2.7% |
ISHARES TR S&P 500 INDEX | 36 | Q3 2023 | 10.1% |
ISHARES TR LEHMAN 1-3 YR | 36 | Q3 2023 | 4.5% |
View RiverFront Investment Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-15 |
13F-HR/A | 2023-02-24 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-05 |
View RiverFront Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.