Foundations Investment Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

In the world of investments, it is essential to keep track of the changes in holdings. Foundations Investment Advisors, LLC recently released its Q2 2023 and Q3 2023 13F holdings comparison, providing valuable insights into the shifting landscape of investments. In this article, we will delve into some of the noteworthy changes and analyze their implications.

Title: Unveiling the Transformations: Foundations Investment Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

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Change is an inherent part of the investment world. With the ever-evolving market dynamics, it is crucial for investors and institutions to stay updated on the fluctuations in holdings. Foundations Investment Advisors, LLC's Q2 2023 and Q3 2023 13F holdings comparison provides valuable information on the changes that have taken place, shedding light on the strategies employed by one of the prominent players in the industry.

One of the notable changes in holdings is the decrease in shares of "EXCHANGE LISTED FDS TR" by 21.8%. In Q3 2023, the shares dropped from 12,462,113 to 10,025,882, with a corresponding decrease in value from $278,777,000 to $218,062,000. This reduction indicates a shift in investment focus and may suggest a change in the perception of risk associated with this particular investment.

A contrasting trend can be observed in the holdings of "SPDR SER TR," where shares actually increased by 4.2%. This increase implies a growing confidence in the investment, as the number of shares rose from 1,604,219 to 1,670,958. Additionally, the value of these shares amplified from $147,299,000 to $153,427,000, accentuating the positive sentiment surrounding this particular asset.

Another interesting change involves "INVESCO EXCH TRD SLF IDX FD" (BSCN). In Q3 2023, the shares of this asset surged from 0 to 4,368,973, clearly indicating a significant interest in this particular investment. While no value is provided for Q2 2023, the value in Q3 2023 amounted to $92,753,000. This sudden emergence of shares suggests a potential shift in investment strategies or a newfound belief in the potential of this asset.

On the other hand, "ISHARES TR" (IUSB) experienced a decrease of 11.6% in shares from Q2 2023 to Q3 2023. The number of shares declined from 2,065,195 to 1,898,855, reflecting a shift in the investment focus by Foundations Investment Advisors, LLC. Furthermore, the value also decreased from $93,904,000 to $83,008,000, signaling a potential reallocation of funds to other assets.

Additionally, "ISHARES TR" (IEMG) encountered a decrease in shares by 8.1%. The number of shares fell from 439,415 to 418,022, accompanied by a decrease in value from $21,658,000 to $19,893,000. This decrease suggests a revision in the weighting of this investment in the overall portfolio.

Despite these fluctuations, several assets witnessed substantial growth in shares and value. Notably, "TWO RDS SHARED TR" (RPHS) experienced a significant increase in shares by 23.3% from 9,366,378 to 7,370,383. The value of these shares also grew from $83,259,000 to $63,825,000. This surge indicates strong confidence in the potential of this particular asset, attracting investors and driving its market value higher.

Similarly, "SELECT SECTOR SPDR TR" (XLY) saw a remarkable increase in shares and value. Shares rose from 85,299 to 154,835, representing a substantial increase of 72.1%. The corresponding value increased from $14,484,000 to $24,925,000, underscoring the positive sentiment surrounding this asset and the potential it holds.

Conclusion:

Foundations Investment Advisors, LLC's Q2 2023 and Q3 2023 13F holdings comparison provides a glimpse into the changes that have occurred in their investment portfolio. The analysis reveals shifts in allocation, with some assets experiencing significant growth, while others undergo reductions. These modifications highlight the adaptability and strategic decision-making of Foundations Investment Advisors, LLC as they navigate the ever-changing investment landscape.

Disclaimer: The information in this article is derived from publicly available sources and should not be considered as financial advice. Investors are advised to conduct their own research and seek professional guidance before making investment decisions.