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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 $6,332,323,616
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,829,233 $201,398,569 3.18%
2.
Spdr S & P 500 Etf Trust
 SPY 291,477 $180,089,033 2.84%
3.
Ishares Tr - MSCI USA QLT FCT
 853,617 $156,058,173 2.46%
4.
Ishares Tr
 3,325,866 $153,754,801 2.43%
5.
Blackrock Etf Trust
 2,493,174 $135,778,260 2.14%
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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