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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
HIGHartford Finl Svcs Gr
Recent Activity
Increased 6.68%
0.64%
$27.079M
230,243 shares@ $117.62 avg price
IJRIshares Tr S&p Smlcap
Recent Activity
New Position
0.64%
$27.022M
231,040 shares@ $116.97 avg price
IEMGIshares Inc Core Msci
Recent Activity
Increased 13.39%
0.63%
$26.497M
461,547 shares@ $57.42 avg price
JIVEJ P Morgan Exchange T
Recent Activity
New Position
0.62%
$26.22M
437,726 shares@ $59.91 avg price
IGSBIshares Tr Ishs 1-5yr
Recent Activity
Increased 15.34%
0.55%
$23.151M
439,640 shares@ $52.67 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Increased 2.16%
0.51%
$21.61M
224,221 shares@ $96.39 avg price
RFDIFirst Tr Exch Traded
Recent Activity
Decreased -1.63%
0.49%
$20.752M
308,116 shares@ $67.36 avg price
SMHVaneck Etf Trust Semi
Recent Activity
Increased 7.46%
0.49%
$20.505M
83,539 shares@ $245.46 avg price
PSCIInvesco Exch Traded F
Recent Activity
Increased 9.59%
0.47%
$19.843M
149,987 shares@ $132.31 avg price
ANGLVaneck Vectors Fallen
Recent Activity
Increased 13.27%
0.47%
$19.724M
670,653 shares@ $29.42 avg price