11. Foundations Investment Advisors

Rank: 11
Location: Phoenix, AZ
Total Assets: $3,173,202,432
ETF Assets: $2,015,734,528
Website: www.fiwealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 177
Total Value of All ETF Holdings: $2,015,734,528
Number of Issuers: 27
Number of Sectors: 42
  • Top 5 ETF Holdings
    1. TDSC: $488,103,363
    2. CLSA: $173,855,487
    3. TDSB: $135,780,599
    4. TDSD: $118,037,408
    5. SHY: $111,732,515
  • Top 5 ETF Sectors
    1. Diversified Portfolio
    2. Government Bonds
    3. Large Cap Growth Equities
    4. Precious Metals
    5. Foreign Large Cap Equities
  • Top 5 ETF Issuers
    1. Cabana Asset Management
    2. Exchange Traded Concepts
    3. iShares
    4. Strategy Shares
    5. State Street SPDR

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.fiwealth.com 2023 Top 100 ETF Power Users