FIA

Foundations Investment Advisors Portfolio holdings

AUM $7.62B
1-Year Est. Return 23.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$85.4M
2
+$72.3M
3
+$38.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.6M

Top Sells

1
+$103M
2
+$67.5M
3
+$30M
4
CLSA
Cabana Target Leading Sector Aggressive ETF
CLSA
+$25.9M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$17.4M

Sector Composition

1 Technology 4.07%
2 Healthcare 1.99%
3 Financials 1.73%
4 Consumer Discretionary 1.46%
5 Energy 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
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