Foundations Investment Advisors, LLC
CIK Number: 0001743404
5.18B
Market Value
725
# of Holdings
8 months
Avg. Holding Period
35.33%
Win Rate
7.25%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares S&P 500... | 99.06 | +1.39% | 1.44M | +1.04% | 146.61M | 80.2 | 2.83% | |
| 2 | iShares Core S&... | 585.83 | +1.06% | 237.3K | +4.89% | 139.69M | 436.9 | 2.70% | |
| 3 | iShares Core To... | 45.91 | -0.34% | 2.84M | -7.57% | 128.45M | 46.76 | 2.48% | |
| 4 | SPDR S&P 500 ET... | 583.14 | +1.09% | 214.1K | +11.01% | 125.48M | 445.32 | 2.42% | |
| 5 | iShares MSCI US... | 179.22 | +1.11% | 692.94K | +4.93% | 123.4M | 147.11 | 2.38% |
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