IA
ROI

IFP Advisors’s RiskOn International, Inc. Common Stock ROI Stock Holding History

IFP Advisors’s Portfolio ROI Stock Details ROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-453
Closed -$130K – 4563
2022
Q4 		$130K Hold
453
– – ﹤0.01% 1599
2022
Q3 		$130K Buy
453
+34
+8% +$2.04K ﹤0.01% 1682
2022
Q2 		$121K Hold
419
– – ﹤0.01% 1571
2022
Q1 		$121K Buy
+419
New +$31.2K ﹤0.01% 1571

Other funds holding ROI

NI
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HCP
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Vanguard Group
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Osaic Holdings
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return