Foundations Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FI Foundations Investment Advisors, LLC | Institutional Filer | ▲ 5.79% | $8.07B | 1153 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1153)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | — | 2.3M | $257.5M | 3.19% |
| 2 | IVE | ISHARES TR | — | 1.1M | $234.7M | 2.91% |
| 3 | IUSB | ISHARES TR | — | 3.8M | $174.4M | 2.16% |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 2.7M | $156.7M | 1.94% |
| 5 | IVV | ISHARES TR | — | 229K | $149.3M | 1.85% |
| 6 | NVDA | NVIDIA Corporation | Technology | 842K | $146.8M | 1.82% |
| 7 | EFV | ISHARES TR | — | 2.0M | $145.7M | 1.81% |
| 8 | XLC | Communication Services Select Sector SPDR Fund | — | 1.3M | $140.1M | 1.74% |
| 9 | SOXX | ISHARES TR | — | 416K | $136.8M | 1.69% |
| 10 | AEMS | TWO RDS SHARED TR | — | 12.5M | $124.9M | 1.55% |
| 11 | QUAL | ISHARES TR | — | 598K | $114.6M | 1.42% |
| 12 | IEMG | ISHARES INC | — | 1.6M | $114.5M | 1.42% |
| 13 | AAPL | Apple Inc. | Technology | 442K | $112.1M | 1.39% |
| 14 | MTUM | ISHARES TR | — | 440K | $105.7M | 1.31% |
| 15 | CORO | BLACKROCK ETF TRUST | — | 3.2M | $101.4M | 1.26% |
Showing 1 to 15 of 1000 holdings