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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
22
2
1
1
0
0
11
2
2
FOUNDATIONS INVESTMENT ADVISORS LLC

Time Period2019-03-31

Total Holdings97

Total Value ($x1000)575,984
Activities
New23

Increased54

Unchanged7

Decreased13

Sold Out29

Top 10 Stock Holdingstotal 68.96%
IYR8.27

XLY8.15

MDY7.74

IWM7.72

IWN7.64

 
GLD7

XLF6.43

ILF6.26

LQD5.04

XLP4.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IYR
8.27%
U.S. REAL ES ETF
XLY
8.15%
SBI CONS DISCR
MDY
7.74%
UTSER1 S&PDCRP
IWM
7.72%
RUSSELL 2000 ETF
IWN
7.64%
RUS 2000 VAL ETF
GLD
7%
GOLD SHS
XLF
6.43%
SBI INT-FINL
ILF
6.26%
LATN AMER 40 ETF
LQD
5.04%
IBOXX INV CP ETF
XLP
4.71%
SBI CONS STPLS
TLT
4.7%
20+ YR TR BD ETF
IWS
3.46%
RUS MDCP VAL ETF
SPY
3.17%
TR UNIT
IWO
2.62%
RUS 2000 GRW ETF
IEF
2.06%
7-10 Y TR BD ETF
XLU
1.42%
SBI INT-UTILS
SH
1.28%
SHORT S&P 500 NE
EMB
1.06%
JP MOR EM MK ETF
BNDX
1.06%
INTL BD IDX ETF
QQQ
0.78%
UNIT SER 1
IWD
0.68%
RUS 1000 VAL ETF
RWX
0.57%
DJ INTL RL ETF
EMLP
0.33%
NO AMER ENERGY
AOM
0.28%
MODERT ALLOC ETF
GBDC
0.26%
COM
MA
0.25%
CL A
ARCC
0.24%
COM
GLPI
0.24%
COM
GIM
0.23%
COM
VZ
0.2%
COM
TOT
0.19%
SPONSORED ADR
MCY
0.19%
COM
XOM
0.18%
COM
GIS
0.18%
COM
STX
0.17%
SHS
TRP
0.16%
COM
FE
0.16%
COM
T
0.16%
COM
LOW
0.15%
COM
OXY
0.15%
COM
V
0.15%
COM CL A
ENB
0.15%
COM
GOOGL
0.14%
CAP STK CL A
AAPL
0.14%
COM
IP
0.14%
COM
FB
0.14%
CL A
IQV
0.13%
COM
BKNG
0.13%
COM
GM
0.13%
COM
CTL
0.13%
COM
MSFT
0.12%
COM
ORLY
0.12%
COM
KHC
0.12%
COM
VOD
0.11%
SPNSR ADR NO PAR
GOOG
0.11%
CAP STK CL C
BRK.B
0.11%
CL B NEW
ABC
0.11%
COM
DVY
0.1%
SELECT DIVID ETF
AOR
0.1%
GRWT ALLOCAT ETF
FXG
0.09%
CONSUMR STAPLE
FUTY
0.09%
MSCI UTILS INDEX
GULF
0.08%
MID EAST DIVD
BSJJ
0.08%
BULSHS 2019 HY
FCVT
0.08%
SSI STRG ETF
AMZN
0.08%
COM
CVX
0.08%
COM
UNH
0.08%
COM
VNQ
0.07%
REIT ETF
MO
0.07%
COM
EEM
0.06%
MSCI EMG MKT ETF
COO
0.06%
COM NEW
AOK
0.06%
CONSER ALLOC ETF
VUG
0.06%
GROWTH ETF
PGF
0.06%
FINL PFD ETF
UUP
0.06%
BULLISH FD
CLNC
0.05%
CL A
WFC
0.05%
COM
JPM
0.05%
COM
SPYD
0.05%
SP500 HIGH DIV
ORCL
0.05%
COM
AOA
0.05%
AGGRES ALLOC ETF
GD
0.04%
COM
NVS
0.04%
SPONSORED ADR
CAT
0.04%
COM
BA
0.04%
COM
KMX
0.04%
COM
ANTM
0.04%
COM
UL
0.04%
SPON ADR NEW
ADI
0.04%
COM
TXN
0.04%
COM
HYG
0.04%
IBOXX HI YD ETF
ALL
0.04%
COM
ETE
0.03%
COM UT LTD PTN
EXG
0.03%
COM
F
0.02%
COM PAR $0.01
GE
0.02%
COM
ATRS
0.01%
COM
XLK
8.76%
TECHNOLOGY
PFF
8.52%
U.S. PFD STK ETF
FXI
7.36%
CHINA LG-CAP ETF
MUB
1.42%
NAT AMT FREE BD
TLO
0.94%
BRCLYS LG TRS ET
ITOT
0.13%
CORE S&P TTL STK
IWZ
0.12%
RUS 3000 GRW ETF
IJH
0.12%
CORE S&P MCP ETF
INDY
0.12%
INDIA 50 ETF
IJK
0.12%
S&P MC 400GR ETF
IVW
0.12%
S&P 500 GRWT ETF
IEV
0.11%
EUROPE ETF
IJJ
0.11%
S&P MC 400VL ETF
JPHY
0.11%
DCPLND HG YLD
USMV
0.11%
USA MIN VOL ETF
VCLT
0.1%
LG-TERM COR BD
LWC
0.1%
LNG TRM CORP BD
ILTB
0.1%
CORE L/T USB ETF
VTR
0.09%
COM
EBAY
0.09%
COM
GOVT
0.08%
U.S. TRS BD ETF
SHYG
0.08%
0-5YR HI YL CP
CLY
0.08%
10+ YR CR BD ETF
AGG
0.08%
CORE TOTUSBD ETF
TLH
0.07%
10-20 YR TRS ETF
FFTI
0.05%
FORMULA FOLIOS I
LAG
0.05%
BRCLYS AGG ETF
BK
0.04%
COM
BAC
0.04%
COM