Foundations Investment Advisors, LLC ETFs

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DON Wisdomtree Tr U.S. Midcap Divi	$0	$310,000 0.01% of portfolio	6,081	Q3 2024 Added 13.35%
IWB Ishares Tr Russell 1000 ETF	$0	$305,000 0.01% of portfolio	972	Q3 2024 Added 10.71%
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$294,000 0.01% of portfolio	3,081	Q3 2024 Reduced 13.31%
DFUS Dimensional ETF Tr U S Equity	$0	$288,000 0.01% of portfolio	4,642	Q2 2024 Added 3.02%
XLB Select Sector Spdr Fd Material	$0	$284,000 0.01% of portfolio	2,952	Q3 2024 Reduced 19.26%
TAXF American Centy ETF Tr Diversif	$0	$283,000 0.01% of portfolio	5,522	Q3 2024 Added 12.24%
FTHI First Trust Exchange Traded Fd	$0	$280,000 0.01% of portfolio	12,172	Q3 2024 Reduced 7.92%
DFAT Dimensional ETF Tr U S Target	$0	$280,000 0.01% of portfolio	5,037	Q3 2024 Added 4.33%
PVI Invesco Vrdo Tax Free ETF	$0	$279,000 0.01% of portfolio	11,253	Q3 2024 Added 12.82%
IUSG Ishares Core S&P U.S Growth Et	$0	$277,000 0.01% of portfolio	2,107	Q3 2024 New
BSJS Invesco Exc Self Ind Tr Bullet	$0	$274,000 0.01% of portfolio	12,403	Q3 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$257,000 0.01% of portfolio	4,348	Q3 2024 Reduced 8.48%
SH Proshares Short S&P500 New (De	$0	$255,000 0.01% of portfolio	23,553	Q3 2024 Reduced 2.5%
SCHM Schwab Strategic U.S. Mid Cap	$0	$252,000 0.01% of portfolio	3,042	Q3 2024 Reduced 23.14%
IGSB Ishares Trust Ishares 1 5 Year	$0	$251,000 0.01% of portfolio	4,769	Q3 2024 Added 5.91%
IEI Ishares Barclays 3 7 Yr Treas	$0	$251,000 0.01% of portfolio	2,101	Q3 2024 Reduced 4.63%
USFR Wisdomtree Floating Rate Treas	$0	$249,000 0.01% of portfolio	4,968	Q3 2024 Added 1.18%
BSJR Invesco Indx Tr	$0	$245,000 0.01% of portfolio	10,819	Q3 2024 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$243,000 0.01% of portfolio	3,428	Q3 2024 New
SUB Ishares Short Term National Mu	$0	$242,000 0.01% of portfolio	2,288	Q3 2024 New
IMCB Ishares Morningstar Mid Cap Et	$0	$242,000 0.01% of portfolio	3,186	Q3 2024 Added 0.16%
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$242,000 0.01% of portfolio	10,339	Q3 2024 New
FNDX Schwab Fundamental U S Large C	$0	$237,000 0.01% of portfolio	3,307	Q3 2024 New
IXC Ishares Tr Global Energy ETF	$0	$228,000 0.01% of portfolio	5,654	Q3 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$226,000 0.01% of portfolio	2,430	Q3 2024 Added 0.83%
VXF Vanguard Extended Market ETF	$0	$225,000 0.01% of portfolio	1,241	Q3 2024 Reduced 3.12%
CDC Victory Portfolios Ii Shs Inco	$0	$217,000 0.0% of portfolio	3,352	Q3 2024 Reduced 3.18%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$212,000 0.0% of portfolio	3,957	Q3 2024 Reduced 26.87%
ARKG Ark Genomic Revolution ETF (De	$0	$212,000 0.0% of portfolio	8,286	Q3 2024 Reduced 7.96%
FTGC First Trust Global Tactical CO	$0	$209,000 0.0% of portfolio	8,852	Q3 2024 Reduced 14.04%
AVIG American Centy ETF Tr Avantis	$0	$209,000 0.0% of portfolio	4,928	Q3 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$206,000 0.0% of portfolio	2,835	Q3 2024 New
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$200,000 0.0% of portfolio	3,566	Q3 2024 Reduced 13.51%
AZAA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	7,468	Q2 2024 New
AZBA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	21,658	Q3 2024 Reduced 2.16%
EWMC Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	2,504	Q3 2024 Added 35.94%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	7,927	Q3 2024 Added 130.5%

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