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
IYGIshares Tr U.s. Fin S
Recent Activity
Increased 4.04%
2.52%
$107.005M
1.507M shares@ $71.03 avg price
AAPLApple Inc Com
Recent Activity
Increased 43.86%
2.18%
$92.412M
396,616 shares@ $233.01 avg price
SPLGSpdr Series Trust Por
Recent Activity
Increased 2.47%
1.9%
$80.63M
1.194M shares@ $67.52 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 1.51%
1.82%
$77.245M
501,525 shares@ $154.03 avg price
QQQInvesco Qqq Tr Unit S
Recent Activity
Increased 13.74%
1.76%
$74.386M
152,407 shares@ $488.08 avg price
NVDANvidia Corporation Co
Recent Activity
Increased 8.36%
1.75%
$74.126M
610,395 shares@ $121.45 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 9.53%
1.69%
$71.645M
166,499 shares@ $430.31 avg price
EDVVanguard World Fd Ext
Recent Activity
Increased 3.05%
1.68%
$70.994M
890,993 shares@ $79.69 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 4.31%
1.57%
$66.365M
755,866 shares@ $87.81 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 87.16%
1.33%
$56.288M
415,593 shares@ $135.45 avg price