FIA
Foundations Investment Advisors Portfolio holdings
AUM
$6.88B
1-Year Est. Return
23.46%
1 Year Est. Return
+23.46%
AUM
$6.88B
AUM Growth
+$548M
(+8.7%)
Holding
1,104
Top Buys
| 1 | +$89.4M | |
| 2 | +$59.6M | |
| 3 | +$52.3M | |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$34.9M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$34.3M |
Top Sells
| 1 | +$85.9M | |
| 2 | +$72.5M | |
| 3 | +$56.8M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$56.6M |
| 5 |
ARK Web x.0 ETF
ARKW
|
+$35.4M |
Sector Composition
| 1 | Technology | 9.54% |
| 2 | Financials | 6.25% |
| 3 | Consumer Discretionary | 2.33% |
| 4 | Communication Services | 2.25% |
| 5 | Industrials | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1101
GraniteShares 2x Long AMD Daily ETF
AMDL
$646M
| – | – |
0
|
|
||
1102
UL Solutions
ULS
$15.1B
| – | – |
-7,053
|
|
||
|
SARO
1103
StandardAero Inc
SARO
$10.9B
| – | – |
-16,600
|
|