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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
IEFAIshares Tr Core Msci
Recent Activity
Decreased -7.79%
4.44%
$188.355M
2.413M shares@ $78.06 avg price
JEPIJ P Morgan Exchange T
Recent Activity
Decreased -38.92%
2.58%
$109.244M
1.836M shares@ $59.51 avg price
IGLBIshares Tr 10 Yr Inv
Recent Activity
Decreased -0.59%
1.99%
$84.226M
1.572M shares@ $53.6 avg price
VCSHVanguard Scottsdale F
Recent Activity
Decreased -50.39%
1.54%
$65.044M
818,990 shares@ $79.43 avg price
TLHIshares Tr Lehman 10-
Recent Activity
Decreased -10.08%
1.25%
$52.836M
483,272 shares@ $109.34 avg price
HDUSLattice Strategies Tr
Recent Activity
Decreased -4.65%
0.81%
$34.237M
615,777 shares@ $55.61 avg price
RFDAAlps Etf Tr Riverfrnt
Recent Activity
Decreased -1.12%
0.7%
$29.396M
532,417 shares@ $55.22 avg price
RFDIFirst Tr Exch Traded
Recent Activity
Decreased -1.63%
0.49%
$20.752M
308,116 shares@ $67.36 avg price
VCLTVanguard Scottsdale F
Recent Activity
Decreased -0.85%
0.42%
$17.841M
219,635 shares@ $81.23 avg price
PLDPrologis Inc. Com
Recent Activity
Decreased -40.03%
0.34%
$14.351M
113,646 shares@ $126.29 avg price