ADVICEONE ADVISORY SERVICES, LLC
ADVICEONE ADVISORY SERVICES, LLC runs ADVICEONE ADVISORY SERVICES, LLC and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $165.24M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ADVICEONE ADVISORY SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ADVICEONE ADVISORY SERVICES, LLC's portfolio at ADVICEONE ADVISORY SERVICES, LLC has delivered returns of +28.21%. Their 3-year annualized return is +34.11%. Looking at the 5-year horizon, ADVICEONE ADVISORY SERVICES, LLC has achieved +34.11% annualized returns at ADVICEONE ADVISORY SERVICES, LLC.
Portfolio Value
$165.24M
Alpha Score
29.7
#0 of 1000
Holdings
41
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|