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
EMXCIshares Inc Msci Emrg
Recent Activity
Increased 8.61%
0.97%
$40.862M
668,661 shares@ $61.12 avg price
GOOGAlphabet Inc Cap Stk
Recent Activity
Increased 8.62%
0.92%
$38.961M
233,032 shares@ $167.2 avg price
JPMBJ P Morgan Exchange T
Recent Activity
Increased 93.21%
0.9%
$37.965M
934,596 shares@ $40.63 avg price
BBCAJ P Morgan Exchange-t
Recent Activity
Increased 8.75%
0.87%
$36.834M
509,537 shares@ $72.3 avg price
HDUSLattice Strategies Tr
Recent Activity
Decreased -4.65%
0.81%
$34.237M
615,777 shares@ $55.61 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 8.92%
0.76%
$32.098M
172,264 shares@ $186.34 avg price
VGITVanguard Scottsdale F
Recent Activity
Increased 3.67%
0.74%
$31.179M
516,042 shares@ $60.43 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 15.59%
0.72%
$30.346M
143,914 shares@ $210.87 avg price
RFDAAlps Etf Tr Riverfrnt
Recent Activity
Decreased -1.12%
0.7%
$29.396M
532,417 shares@ $55.22 avg price
PAVEGlobal X Fds Us Infr
Recent Activity
New Position
0.67%
$28.185M
684,764 shares@ $41.17 avg price