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Julie Gibbs

@Riverfront Investment Group, Llc

Latest period2024 - Q3ReportedManaged Assets$4.25BTotal holdings214
Assets growth rate13.37%Assets growth rate (2-Q avg)9.49%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverfront Investment Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Riverfront Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.25B in assets, with a quarterly growth rate of 13.37% and a 2-quarter average growth rate of 9.49%. The portfolio is managed by Julie Gibbs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr S&p 500 In
Recent Activity
Increased 2.32%
8.68%
$368.517M
638,876 shares@ $576.83 avg price
SPABSpdr Series Trust Por
Recent Activity
Increased 2.54%
4.56%
$193.394M
7.398M shares@ $26.15 avg price
IEFAIshares Tr Core Msci
Recent Activity
Decreased -7.79%
4.44%
$188.355M
2.413M shares@ $78.06 avg price
SCHISchwab Strategic Tr 5
Recent Activity
Increased 5.32%
4.39%
$186.51M
4.164M shares@ $44.79 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 5.64%
4.33%
$183.671M
1.626M shares@ $112.95 avg price
BNDVanguard Bd Index Fd
Recent Activity
Increased 1.64%
4.05%
$171.881M
2.288M shares@ $75.12 avg price
EFVIshares Tr Eafe Value
Recent Activity
Increased 124.6%
3.19%
$135.49M
2.355M shares@ $57.54 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 3.37%
3.19%
$135.264M
599,151 shares@ $225.76 avg price
JEPQJ P Morgan Exchange T
Recent Activity
Increased 4.01%
3.02%
$128.132M
2.333M shares@ $54.94 avg price
VCITVanguard Scottsdale F
Recent Activity
Increased 2.42%
2.84%
$120.625M
1.44M shares@ $83.76 avg price