Foundations Investment Advisors
AFIF icon

Foundations Investment Advisors’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Foundations Investment Advisors’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.41M Sell
1,020,724
-4,625
-0.5% -$43.4K 0.09% 176
2026
Q2 		$9.6M Sell
1,025,349
-38,874
-4% -$365K 0.1% 175
2026
Q1 		$9.9M Buy
1,064,223
+82,543
+8% +$778K 0.12% 159
2025
Q4 		$9.24M Buy
981,680
+2,659
+0.3% +$25.1K 0.12% 154
2025
Q3 		$9.19M Sell
979,021
-124,475
-11% -$1.17M 0.13% 147
2025
Q2 		$10.3M Sell
1,103,496
-260,218
-19% -$2.4M 0.16% 136
2025
Q1 		$12.6M Sell
1,363,714
-56,951
-4% -$525K 0.23% 106
2024
Q4 		$13M Buy
1,420,665
+104,215
+8% +$956K 0.25% 92
2024
Q3 		$12.1M Buy
1,316,450
+57,882
+5% +$531K 0.26% 88
2024
Q2 		$11.5M Buy
1,258,568
+118,283
+10% +$1.08M 0.28% 78
2024
Q1 		$10.4M Buy
1,140,285
+78,069
+7% +$710K 0.27% 74
2023
Q4 		$9.7M Buy
1,062,216
+47,915
+5% +$428K 0.26% 77
2023
Q3 		$9.03M Buy
1,014,301
+116,944
+13% +$1.04M 0.28% 70
2023
Q2 		$7.9M Buy
897,357
+66,722
+8% +$588K 0.26% 68
2023
Q1 		$7.29M Buy
830,635
+24,128
+3% +$213K 0.26% 68
2022
Q4 		$7.06M Buy
806,507
+167,145
+26% +$1.46M 0.28% 53
2022
Q3 		$5.52M Buy
639,362
+108,258
+20% +$961K 0.24% 51
2022
Q2 		$4.69M Buy
531,104
+152,394
+40% +$1.38M 0.2% 60
2022
Q1 		$3.47M Buy
378,710
+31,716
+9% +$298K 0.13% 64
2021
Q4 		$3.31M Sell
346,994
-30,619
-8% -$294K 0.12% 66
2021
Q3 		$3.64M Buy
377,613
+38,323
+11% +$371K 0.16% 52
2021
Q2 		$3.29M Buy
339,290
+48,282
+17% +$469K 0.16% 58
2021
Q1 		$2.82M Sell
291,008
-12,384
-4% -$121K 0.16% 51
2020
Q4 		$2.96M Buy
303,392
+4,190
+1% +$41K 0.19% 38
2020
Q3 		$2.94M Sell
299,202
-212,027
-41% -$2.08M 0.64% 27
2020
Q2 		$5.02M Sell
511,229
-79,678
-13% -$781K 0.44% 21
2020
Q1 		$5.74M Sell
590,907
-65,581
-10% -$641K 0.67% 10
2019
Q4 		$6.39M Buy
656,488
+200,843
+44% +$1.96M 0.79% 17
2019
Q3 		$4.47M Buy
455,645
+281,496
+162% +$2.75M 0.59% 22
2019
Q2 		$1.72M Buy
+174,149
New +$1.73M 0.26% 33

Other funds holding AFIF

Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Foundations Investment Advisors's AFIF Position: Q3 2026 in Review

Foundations Investment Advisors reduced its Anfield Universal Fixed Income ETF (AFIF) stake by 0.45% in Q3 2026, selling an estimated $43.4K and leaving 1,020,724 shares worth $9.41M. The position accounts for 0.09% of the portfolio, ranked #176.

Foundations Investment Advisors first reported a position in AFIF in Q2 2019 and has held it in 30 quarters since. The position peaked at $13M in Q4 2024. 43 funds tracked by Wall St. Rank hold AFIF as of Q3 2026.

  • Foundations Investment Advisors held 1,020,724 shares of Anfield Universal Fixed Income ETF worth $9.41M as of Q3 2026.
  • Foundations Investment Advisors sold 4,625 Anfield Universal Fixed Income ETF shares in Q3 2026, an estimated $43.4K.
  • Anfield Universal Fixed Income ETF made up 0.09% of Foundations Investment Advisors's portfolio in Q3 2026, its #176 holding.
  • Foundations Investment Advisors first reported a position in Anfield Universal Fixed Income ETF in Q2 2019 and has held it in 30 quarters since.
  • Foundations Investment Advisors's Anfield Universal Fixed Income ETF position peaked at $13M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2026.

Based on Foundations Investment Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.