AFA
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American Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

American Financial Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,213
Closed -$204K – 109
2020
Q1 		$204K Sell
4,213
-335
-7% -$16.4K 0.04% 90
2019
Q4 		$224K Sell
4,548
-4,467
-50% -$219K 0.04% 84
2019
Q3 		$444K Sell
9,015
-8,890
-50% -$437K 0.08% 59
2019
Q2 		$878K Sell
17,905
-18,171
-50% -$880K 0.17% 50
2019
Q1 		$1.74M Sell
36,076
-18,243
-34% -$871K 0.36% 39
2018
Q4 		$2.57M Buy
+54,319
New +$2.55M 0.56% 32

Other funds holding TOTL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return