FIA

Foundations Investment Advisors Portfolio holdings

AUM $6.88B
1-Year Est. Return 23.46%
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$82.8M
2
+$69.2M
3
+$68.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.7M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$37.4M

Top Sells

1
+$92.8M
2
+$55.4M
3
+$51.7M
4
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$31.4M
5
TDSE
Cabana Target Drawdown 16 ETF
TDSE
+$28.3M

Sector Composition

1 Technology 6.33%
2 Healthcare 2.55%
3 Financials 2.51%
4 Energy 1.68%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
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