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Foundations Investment Advisors, Llc

Portfolio Manager
Foundations Investment Advisors, Llc
Performance
-3.61% (2026 Q1)
AUM (13F)
$8.07B
# of Holdings
1153
Performance Rank
Allocation (Top 20)
33.24%

Foundations Investment Advisors, Llc Holdings Map

Top 50 Foundations Investment Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVW
ISHARES TR
3.2%2.28M$257.5M
+12.04%(+244.63K)
2025-Q1: 1.62M shares2025-Q2: 1.83M shares2025-Q3: 1.89M shares2025-Q4: 2.03M shares2026-Q1: 2.28M shares
$89.96(+50.52%)
2026-03-31
IVE
ISHARES TR
2.91%1.11M$234.7M
+10.98%(+110.01K)
2025-Q1: 550.5K shares2025-Q2: 654.0K shares2025-Q3: 724.6K shares2025-Q4: 1.00M shares2026-Q1: 1.11M shares
$188.95(+21.83%)
2026-03-31
IUSB
ISHARES TR
2.16%3.78M$174.4M
+12.32%(+414.23K)
2025-Q1: 3.03M shares2025-Q2: 3.33M shares2025-Q3: 3.27M shares2025-Q4: 3.36M shares2026-Q1: 3.78M shares
$47.23(-2.69%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
1.94%2.69M$156.7M
-16.71%(-540.32K)
2025-Q1: 2.20M shares2025-Q2: 2.49M shares2025-Q3: 2.97M shares2025-Q4: 3.23M shares2026-Q1: 2.69M shares
$47.24(+42.10%)
2026-03-31
IVV
ISHARES TR
1.85%228.6K$149.3M
+181.55%(+147.43K)
2025-Q1: 262.6K shares2025-Q2: 89.4K shares2025-Q3: 74.3K shares2025-Q4: 81.2K shares2026-Q1: 228.6K shares
$596.15(+25.54%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.82%842.0K$146.8M
+9.21%(+71.04K)
2025-Q1: 715.1K shares2025-Q2: 748.9K shares2025-Q3: 688.1K shares2025-Q4: 770.9K shares2026-Q1: 842.0K shares
$91.31(+113.37%)
2026-03-31
EFV
ISHARES TR
1.81%1.96M$145.7M
+8.54%(+154.21K)
2025-Q1: 1.20M shares2025-Q2: 2.02M shares2025-Q3: 2.08M shares2025-Q4: 1.81M shares2026-Q1: 1.96M shares
$57.91(+34.44%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
1.74%1.26M$140.1M
+7.65%(+89.84K)
2025-Q1: 703.4K shares2025-Q2: 724.8K shares2025-Q3: 1.01M shares2025-Q4: 1.17M shares2026-Q1: 1.26M shares
$96.11(+14.04%)
2026-03-31
SOXX
ISHARES TR
1.7%416.2K$136.8M
+2.48%(+10.09K)
2025-Q1: 0 shares2025-Q2: 1.2K shares2025-Q3: 330.9K shares2025-Q4: 406.1K shares2026-Q1: 416.2K shares
$261.83(+116.29%)
2026-03-31
AEMS
TWO RDS SHARED TR
1.55%12.46M$124.9M
+8.04%(+927.35K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.53M shares2026-Q1: 12.46M shares
$10.53(-75.51%)
2026-03-31

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