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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 $9,715,142,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 490,520 $367,345,816 3.78%
2.
Ishares Trust
 IEF 2,410,689 $331,542,082 3.41%
3.
Ishares Trust
 IEF 1,225,561 $278,275,855 2.86%
4.
Ishares Trust
 IEF 364,192 $233,359,906 2.4%
5.
Ishares Tr
 4,994,324 $230,488,060 2.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.