test

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
VGINXJpmorgan Tr I Us Vlu
Recent Activity
Exited
0%
$205,370
2,558 shares@ $80.29 avg price
RTSSXRussell Invt Co Tax M
Recent Activity
Exited
0%
$202,513
5,126 shares@ $39.51 avg price
FTRBXFederated Total Retur
Recent Activity
Exited
0%
$151,052
16,190 shares@ $9.33 avg price
FIKMXFidelity Secs Fd Adv
Recent Activity
Exited
0%
$139,495
11,913 shares@ $11.71 avg price
RTXSXRussell Invt Co Tax M
Recent Activity
Exited
0%
$127,109
10,548 shares@ $12.06 avg price
BSBIXBaird Fds Inc Shrt Tr
Recent Activity
Exited
0%
$117,784
12,544 shares@ $9.39 avg price