FIA
Foundations Investment Advisors Portfolio holdings
AUM
$7.62B
1-Year Est. Return
23.2%
This Fund
S&P 500
1 Year Est. Return
+23.2%
AUM
$7.62B
AUM Growth
+$744M
(+11%)
Holding
1,204
Top Buys
| 1 | +$125M | |
| 2 | +$58.2M | |
| 3 | +$58.1M | |
| 4 |
iShares US Pharmaceuticals ETF
IHE
|
+$51.3M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$40.1M |
Top Sells
| 1 | +$87.3M | |
| 2 | +$76M | |
| 3 | +$57.3M | |
| 4 |
iShares US Financial Services ETF
IYG
|
+$33.9M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$23.3M |
Sector Composition
| 1 | Technology | 9.96% |
| 2 | Financials | 6.4% |
| 3 | Communication Services | 2.37% |
| 4 | Consumer Discretionary | 2.23% |
| 5 | Industrials | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Flutter Entertainment
FLUT
$20.1B
| – | – |
-849
|
|
||
|
DAY
1202
DELISTED
Dayforce
DAY
| – | – |
-3,123
|
|
||
1203
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.09B
| – | – |
-3,972
|
|
||
1204
GraniteShares 2x Long AMD Daily ETF
AMDL
$521M
| – | – |
0
|
|