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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
HEDJWisdomtree Tr Europe
Recent Activity
Decreased -1.15%
0.04%
$1.346M
29,986 shares@ $44.9 avg price
VTEBVanguard Mun Bd Fds T
Recent Activity
Decreased -19.32%
0.03%
$1.177M
23,023 shares@ $51.13 avg price
VTVVanguard Index Fds Va
Recent Activity
Decreased -1.46%
0.03%
$1.17M
6,703 shares@ $174.58 avg price
IGIBIshares Tr Lehman Int
Recent Activity
Decreased -15.88%
0.02%
$773,031
14,390 shares@ $53.73 avg price
VIGVanguard Specialized
Recent Activity
Decreased -24.79%
0.02%
$722,523
3,648 shares@ $198.07 avg price
VGLTVanguard Scottsdale F
Recent Activity
Decreased -34.04%
0.02%
$704,325
11,445 shares@ $61.54 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -0.97%
0.02%
$690,374
31,252 shares@ $22.1 avg price
IJHIshares Tr S&p Midcap
Recent Activity
Decreased -21.95%
0.02%
$627,251
10,065 shares@ $62.33 avg price
TLTIshares Tr 20 Yr Trs
Recent Activity
Decreased -0.7%
0.02%
$537,980
5,484 shares@ $98.1 avg price
SPLBSpdr Series Trust Por
Recent Activity
Decreased -4.89%
0.02%
$511,129
21,156 shares@ $24.17 avg price