ROI FINANCIAL ADVISORS, LLC
ROI FINANCIAL ADVISORS, LLC runs ROI FINANCIAL ADVISORS, LLC and currently holds 66 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $167.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ROI FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ROI FINANCIAL ADVISORS, LLC's portfolio at ROI FINANCIAL ADVISORS, LLC has delivered returns of +21.52%. Their 3-year annualized return is +50.63%. Looking at the 5-year horizon, ROI FINANCIAL ADVISORS, LLC has achieved +50.63% annualized returns at ROI FINANCIAL ADVISORS, LLC.
Portfolio Value
$167.23M
Alpha Score
39.4
#0 of 1000
Holdings
66
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|