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Home > Institutional Investor > Foundations Investment Advisors, Llc > Profile

Instuitional Investor - Foundations Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Foundations Investment Advisors, Llc
Portfolio Value $5,182,147,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,444,022 $146,611,528 2.82%
2.
Ishares Trust
 IEF 237,301 $139,694,385 2.69%
3.
Ishares Tr
 2,841,707 $128,445,164 2.47%
4.
Spdr S & P 500 Etf Trust
 SPY 214,102 $125,481,105 2.42%
5.
Ishares Tr
 692,942 $123,399,088 2.38%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)