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Julie Gibbs

Riverfront Investment Group, Llc

Assets Managed
$6.464B
Holdings
384
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
6.62%(2Q avg: 6.54%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverfront Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 384 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.464B in assets, with a quarterly growth rate of 6.62% and a 2-quarter average growth rate of 6.54%. The portfolio is managed by Julie Gibbs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.8%
4.59%
$296.455M
3.275M shares@ $90.54 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 6.18%
3.85%
$248.846M
1.989M shares@ $125.14 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 10.63%
3.7%
$238.549M
4.209M shares@ $56.69 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.93%
3.62%
$233.616M
920,509 shares@ $253.8 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 9.44%
3.23%
$208.397M
2.803M shares@ $74.36 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 0.51%
3.09%
$199.458M
7.785M shares@ $25.63 avg price
SCHI
Schwab 5-10 Year Corporate B
Recent Activity
Increased 0.31%
2.97%
$191.763M
8.455M shares@ $22.69 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Increased 9.44%
2.83%
$182.33M
1.005M shares@ $181.43 avg price
TBLL
Invesco Short Term Treasury
Recent Activity
New Position
2.8%
$180.667M
1.712M shares@ $105.56 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.82%
2.73%
$176.439M
2.396M shares@ $73.64 avg price

1-10 of 384