FIA
ADFI

Foundations Investment Advisors’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Foundations Investment Advisors’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.2M Buy
5,327,856
+572,972
+12% +$4.91M 0.56% 47
2025
Q4 		$40.8M Sell
4,754,884
-127,130
-3% -$1.09M 0.53% 48
2025
Q3 		$42M Sell
4,882,014
-303,412
-6% -$2.59M 0.61% 42
2025
Q2 		$44.2M Sell
5,185,426
-186,481
-3% -$1.57M 0.7% 37
2025
Q1 		$45.7M Buy
5,371,907
+257,949
+5% +$2.18M 0.84% 24
2024
Q4 		$42.9M Buy
5,113,958
+163,371
+3% +$1.4M 0.83% 30
2024
Q3 		$43.4M Buy
4,950,587
+293,259
+6% +$2.54M 0.91% 25
2024
Q2 		$39.5M Buy
4,657,328
+1,685,014
+57% +$14.2M 0.96% 24
2024
Q1 		$25.4M Buy
2,972,314
+414,445
+16% +$3.53M 0.66% 35
2023
Q4 		$22M Buy
2,557,869
+270,912
+12% +$2.25M 0.59% 41
2023
Q3 		$18.8M Buy
2,286,957
+285,767
+14% +$2.4M 0.58% 39
2023
Q2 		$16.9M Buy
2,001,190
+466,749
+30% +$3.96M 0.56% 33
2023
Q1 		$13.1M Buy
1,534,441
+229,820
+18% +$1.95M 0.47% 35
2022
Q4 		$10.8M Buy
1,304,621
+139,023
+12% +$1.16M 0.43% 38
2022
Q3 		$9.54M Buy
1,165,598
+201,213
+21% +$1.72M 0.42% 35
2022
Q2 		$8.2M Buy
964,385
+72,501
+8% +$630K 0.34% 36
2022
Q1 		$7.87M Buy
891,884
+99,233
+13% +$916K 0.3% 33
2021
Q4 		$7.51M Buy
792,651
+19,247
+2% +$185K 0.28% 27
2021
Q3 		$7.48M Buy
773,404
+14,408
+2% +$141K 0.33% 27
2021
Q2 		$7.41M Sell
758,996
-8,062
-1% -$78.2K 0.36% 34
2021
Q1 		$7.42M Buy
+767,058
New +$7.5M 0.43% 29

Other funds holding ADFI

ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's ADFI Position: Q1 2026 in Review

Foundations Investment Advisors increased its Anfield Dynamic Fixed Income ETF (ADFI) stake by 12% in Q1 2026, buying an estimated $4.91M and bringing the position to 5,327,856 shares worth $45.2M. The position accounts for 0.56% of the portfolio, ranked #47.

Foundations Investment Advisors first reported a position in ADFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $45.7M in Q1 2025. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • Foundations Investment Advisors held 5,327,856 shares of Anfield Dynamic Fixed Income ETF worth $45.2M as of Q1 2026.
  • Foundations Investment Advisors bought 572,972 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $4.91M.
  • Anfield Dynamic Fixed Income ETF made up 0.56% of Foundations Investment Advisors's portfolio in Q1 2026, its #47 holding.
  • Foundations Investment Advisors first reported a position in Anfield Dynamic Fixed Income ETF in Q1 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Anfield Dynamic Fixed Income ETF position peaked at $45.7M in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.