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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
SPTLSpdr Series Trust Por
Recent Activity
Exited
0%
$1.076M
39,520 shares@ $27.22 avg price
MFEIXMfs Ser Tr Ii Emerg G
Recent Activity
Exited
0%
$680,399
3,178 shares@ $214.1 avg price
MDIJXMfs Ser Tr X Intl Div
Recent Activity
Exited
0%
$493,956
21,100 shares@ $23.42 avg price
PQIAXPrincipal Fds Inc Eqt
Recent Activity
Exited
0%
$491,147
12,334 shares@ $39.83 avg price
OIEJXJpmorgan Tr I Eqty In
Recent Activity
Exited
0%
$375,065
15,641 shares@ $23.98 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Exited
0%
$301,348
9,594 shares@ $31.42 avg price
FIDZXFidelity Advisor Ser
Recent Activity
Exited
0%
$287,744
8,925 shares@ $32.25 avg price
MCKMckesson Corp Com
Recent Activity
Exited
0%
$263,986
452 shares@ $584.04 avg price
JSOZXJpmorgan Tr I Strateg
Recent Activity
Exited
0%
$228,958
19,944 shares@ $11.49 avg price
AWSHXWashington Mut Invs F
Recent Activity
Exited
0%
$206,458
3,416 shares@ $60.44 avg price