FIA
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Foundations Investment Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Foundations Investment Advisors’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.38M Sell
22,899
-8,382
-27% -$534K 0.02% 443
2025
Q4 		$2.02M Buy
31,281
+8,914
+40% +$568K 0.03% 347
2025
Q3 		$1.41M Buy
22,367
+11,406
+104% +$685K 0.02% 387
2025
Q2 		$637K Sell
10,961
-2,768
-20% -$146K 0.01% 533
2025
Q1 		$701K Sell
13,729
-3,102
-18% -$170K 0.01% 488
2024
Q4 		$925K Buy
16,831
+7,514
+81% +$417K 0.02% 419
2024
Q3 		$501K Hold
9,317
– – 0.01% 518
2024
Q2 		$476K Buy
9,317
+1,018
+12% +$50.8K 0.01% 506
2024
Q1 		$418K Sell
8,299
-5,071
-38% -$244K 0.01% 511
2023
Q4 		$630K Buy
13,370
+5,222
+64% +$228K 0.02% 389
2023
Q3 		$343K Buy
8,148
+247
+3% +$10.7K 0.01% 483
2023
Q2 		$340K Buy
7,901
+2,656
+51% +$109K 0.01% 445
2023
Q1 		$213K Buy
+5,245
New +$212K 0.01% 469

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return