Lloyd Advisory Services’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Lloyd Advisory Services’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
2020 Q3	–	Sell	-753	Closed	-$7K	–	323
2020 Q2	$7K	Buy	753 +1	+0.1%	+$10	﹤0.01%	192
2020 Q1	$7K	Sell	752 -3,294	-81%	-$32.2K	0.01%	167
2019 Q4	$39K	Buy	+4,046	New	+$39.4K	0.04%	143

Other funds holding AFIF

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lloyd Advisory Services's AFIF Position: Q3 2020 in Review

Lloyd Advisory Services sold out of Anfield Universal Fixed Income ETF (AFIF) in Q3 2020, closing a stake of 753 shares — an estimated $7K sold.

Lloyd Advisory Services first reported a position in AFIF in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 15 funds tracked by Wall St. Rank hold AFIF as of Q3 2020.

Lloyd Advisory Services reported no remaining Anfield Universal Fixed Income ETF position as of Q3 2020 after selling out during the quarter.
Lloyd Advisory Services sold 753 Anfield Universal Fixed Income ETF shares in Q3 2020, an estimated $7K.
Lloyd Advisory Services first reported a position in Anfield Universal Fixed Income ETF in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's Anfield Universal Fixed Income ETF position peaked at $39K in Q4 2019.
15 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.