AIFG CONSULTANTS LTD.

PrivateCIK: 1988547
Location

HALFMOON, NY

πŸ“‹ What this filing means

AIFG CONSULTANTS LTD. filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $61.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

51
Positions
$61.29M
Total AUM (reported)
1.16M
Total Shares

Allocation by class

TOTAL AUM$61.29M51 positions
ETF$55.98M91.3%
STOCK$5.31M8.7%

Portfolio Concentration

Top 324.7%4–1031.1%11–2529.0%Rest15.3%TOP 1055.8%0%100%
Top 3$15.13M24.7%
4–10$19.06M31.1%
11–25$17.75M29.0%
Rest$9.35M15.3%

Top 3 weight

24.7%

Top 10 weight

55.8%

Voting Authority Distribution

Total shares with voting rights: 1.16M

Sole

Full voting authority

1.16M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole51
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings51
Rows:

SPDR GOLD MINISHARES TRUST

SOLE
ETF
Shares141.18K
TypeSH
Market value$7.34M
11.98%
Sole
141.18K
Shared
0.00
None
0.00

PIMCO ENHANCED LOW DURATION ACTIVE ETF

SOLE
ETF
Shares42.57K
TypeSH
Market value$4.04M
6.60%
Sole
42.57K
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

SOLE
ETF
Shares52.47K
TypeSH
Market value$3.75M
6.11%
Sole
52.47K
Shared
0.00
None
0.00

JPMORGAN EQUITY PREMIUM INCOME ETF

SOLE
ETF
Shares62K
TypeSH
Market value$3.57M
5.82%
Sole
62K
Shared
0.00
None
0.00

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

SOLE
ETF
Shares96.85K
TypeSH
Market value$3.47M
5.66%
Sole
96.85K
Shared
0.00
None
0.00

INVESCO S&P 500 MOMENTUM ETF

SOLE
ETF
Shares33.03K
TypeSH
Market value$3.14M
5.12%
Sole
33.03K
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 500 GROWTH ETF

SOLE
ETF
Shares27.41K
TypeSH
Market value$2.41M
3.93%
Sole
27.41K
Shared
0.00
None
0.00

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

SOLE
ETF
Shares48.13K
TypeSH
Market value$2.34M
3.82%
Sole
48.13K
Shared
0.00
None
0.00

FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY

SOLE
ETF
Shares56.39K
TypeSH
Market value$2.11M
3.44%
Sole
56.39K
Shared
0.00
None
0.00

PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF

SOLE
ETF
Shares40.66K
TypeSH
Market value$2.03M
3.31%
Sole
40.66K
Shared
0.00
None
0.00

INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF

SOLE
ETF
Shares81.19K
TypeSH
Market value$1.89M
3.08%
Sole
81.19K
Shared
0.00
None
0.00

FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF

SOLE
ETF
Shares34.25K
TypeSH
Market value$1.86M
3.03%
Sole
34.25K
Shared
0.00
None
0.00

INVESCO RAFI STRATEGIC US ETF

SOLE
ETF
Shares36.85K
TypeSH
Market value$1.83M
2.99%
Sole
36.85K
Shared
0.00
None
0.00

SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

SOLE
ETF
Shares49.01K
TypeSH
Market value$1.61M
2.62%
Sole
49.01K
Shared
0.00
None
0.00

VANGUARD S&P 500 ETF

SOLE
ETF
Shares2.23K
TypeSH
Market value$1.20M
1.96%
Sole
2.23K
Shared
0.00
None
0.00

INSPIRE 100 ETF

SOLE
ETF
Shares29.68K
TypeSH
Market value$1.15M
1.88%
Sole
29.68K
Shared
0.00
None
0.00

FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND

SOLE
ETF
Shares9.18K
TypeSH
Market value$1.15M
1.87%
Sole
9.18K
Shared
0.00
None
0.00

SPDR PORTFOLIO AGGREGATE BOND ETF

SOLE
ETF
Shares42.41K
TypeSH
Market value$1.06M
1.73%
Sole
42.41K
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
Stock
Shares9.51K
TypeSH
Market value$1.02M
1.67%
Sole
9.51K
Shared
0.00
None
0.00

WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND

SOLE
ETF
Shares22.69K
TypeSH
Market value$986.2K
1.61%
Sole
22.69K
Shared
0.00
None
0.00

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

SOLE
ETF
Shares25.82K
TypeSH
Market value$881.1K
1.44%
Sole
25.82K
Shared
0.00
None
0.00

ISHARES NATIONAL MUNI BOND ETF

SOLE
ETF
Shares8.25K
TypeSH
Market value$878.7K
1.43%
Sole
8.25K
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 500 VALUE ETF

SOLE
ETF
Shares16.16K
TypeSH
Market value$826.3K
1.35%
Sole
16.16K
Shared
0.00
None
0.00

FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY

SOLE
ETF
Shares20.75K
TypeSH
Market value$765.4K
1.25%
Sole
20.75K
Shared
0.00
None
0.00

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

SOLE
ETF
Shares15.75K
TypeSH
Market value$634.0K
1.03%
Sole
15.75K
Shared
0.00
None
0.00
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AIFG CONSULTANTS LTD. 13F Holdings β€” 51 Positions | Finecho