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Foundations Investment Advisors’s VictoryShares Small Cap Free Cash Flow ETF SFLO Stock Holding History

Foundations Investment Advisors’s Portfolio SFLO Stock Details SFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-204,182
Closed -$5.35M – 1087
2025
Q2 		$5.35M Buy
204,182
+21,432
+12% +$523K 0.08% 186
2025
Q1 		$4.48M Buy
+182,750
New +$4.83M 0.08% 210

Other funds holding SFLO

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Foundations Investment Advisors's SFLO Position: Q3 2025 in Review

Foundations Investment Advisors sold out of VictoryShares Small Cap Free Cash Flow ETF (SFLO) in Q3 2025, closing a stake of 204,182 shares — an estimated $5.35M sold.

Foundations Investment Advisors first reported a position in SFLO in Q1 2025 and held it in 2 quarters. The position peaked at $5.35M in Q2 2025. 56 funds tracked by Wall St. Rank hold SFLO as of Q3 2025.

  • Foundations Investment Advisors reported no remaining VictoryShares Small Cap Free Cash Flow ETF position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 204,182 VictoryShares Small Cap Free Cash Flow ETF shares in Q3 2025, an estimated $5.35M.
  • Foundations Investment Advisors first reported a position in VictoryShares Small Cap Free Cash Flow ETF in Q1 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's VictoryShares Small Cap Free Cash Flow ETF position peaked at $5.35M in Q2 2025.
  • 56 funds tracked by Wall St. Rank held VictoryShares Small Cap Free Cash Flow ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.