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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 $6,882,162,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,887,453 $227,853,326 3.31%
2.
Blackrock Etf Trust
 2,967,800 $175,693,737 2.55%
3.
Ishares Trust
 VLUE 827,748 $160,997,043 2.34%
4.
Spdr Series Trust
 1,742,516 $159,875,857 2.32%
5.
Ishares Tr
 3,272,114 $152,840,455 2.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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