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 $51.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

51
Positions
$51.29M
Total AUM (reported)
832.38K
Total Shares

Allocation by class

TOTAL AUM$51.29M51 positions
ETF$45.27M88.3%
STOCK$6.02M11.7%

Portfolio Concentration

Top 331.4%4–1026.6%11–2523.9%Rest18.1%TOP 1058.0%0%100%
Top 3$16.11M31.4%
4–10$13.65M26.6%
11–25$12.27M23.9%
Rest$9.26M18.1%

Top 3 weight

31.4%

Top 10 weight

58.0%

Voting Authority Distribution

Total shares with voting rights: 832.38K

Sole

Full voting authority

832.38K

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 OF BENEFICIAL INTEREST

SOLE
ETF
Shares129.01K
TypeSH
Market value$8.45M
16.48%
Sole
129.01K
Shared
0.00
None
0.00

PIMCO ENHANCED LOW DURATION ACTIVE ETF

SOLE
ETF
Shares41.80K
TypeSH
Market value$4.01M
7.81%
Sole
41.80K
Shared
0.00
None
0.00

INVESCO S&P 500 MOMENTUM ETF

SOLE
ETF
Shares32.48K
TypeSH
Market value$3.65M
7.12%
Sole
32.48K
Shared
0.00
None
0.00

JPMORGAN EQUITY PREMIUM INCOME ETF

SOLE
ETF
Shares47.13K
TypeSH
Market value$2.68M
5.22%
Sole
47.13K
Shared
0.00
None
0.00

PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF

SOLE
ETF
Shares42.34K
TypeSH
Market value$2.12M
4.14%
Sole
42.34K
Shared
0.00
None
0.00

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

SOLE
ETF
Shares42.34K
TypeSH
Market value$2.09M
4.07%
Sole
42.34K
Shared
0.00
None
0.00

INVESCO RAFI STRATEGIC US ETF

SOLE
ETF
Shares34.52K
TypeSH
Market value$1.78M
3.47%
Sole
34.52K
Shared
0.00
None
0.00

FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF

SOLE
ETF
Shares32.27K
TypeSH
Market value$1.75M
3.42%
Sole
32.27K
Shared
0.00
None
0.00

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

SOLE
ETF
Shares48.47K
TypeSH
Market value$1.71M
3.33%
Sole
48.47K
Shared
0.00
None
0.00

SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

SOLE
ETF
Shares45.25K
TypeSH
Market value$1.52M
2.96%
Sole
45.25K
Shared
0.00
None
0.00

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

SOLE
ETF
Shares27.42K
TypeSH
Market value$1.24M
2.41%
Sole
27.42K
Shared
0.00
None
0.00

VANGUARD S&P 500 ETF

SOLE
ETF
Shares2.08K
TypeSH
Market value$1.18M
2.30%
Sole
2.08K
Shared
0.00
None
0.00

WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND

SOLE
ETF
Shares21.17K
TypeSH
Market value$953.6K
1.86%
Sole
21.17K
Shared
0.00
None
0.00

JPMORGAN ULTRA-SHORT INCOME ETF

SOLE
ETF
Shares18.61K
TypeSH
Market value$943.2K
1.84%
Sole
18.61K
Shared
0.00
None
0.00

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

SOLE
ETF
Shares20.33K
TypeSH
Market value$886.0K
1.73%
Sole
20.33K
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
Stock
Shares7.47K
TypeSH
Market value$805.4K
1.57%
Sole
7.47K
Shared
0.00
None
0.00

JPMORGAN SHORT DURATION CORE PLUS ETF

SOLE
ETF
Shares16.90K
TypeSH
Market value$801.6K
1.56%
Sole
16.90K
Shared
0.00
None
0.00

FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND

SOLE
ETF
Shares5.74K
TypeSH
Market value$782.9K
1.53%
Sole
5.74K
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 500 VALUE ETF

SOLE
ETF
Shares14.62K
TypeSH
Market value$765.4K
1.49%
Sole
14.62K
Shared
0.00
None
0.00

EVENTIDE HIGH DIVIDEND ETF

SOLE
ETF
Shares29.52K
TypeSH
Market value$749.8K
1.46%
Sole
29.52K
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

SOLE
ETF
Shares9.75K
TypeSH
Market value$730.2K
1.42%
Sole
9.75K
Shared
0.00
None
0.00

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

SOLE
ETF
Shares16.54K
TypeSH
Market value$669.7K
1.31%
Sole
16.54K
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
Stock
Shares4.06K
TypeSH
Market value$641.4K
1.25%
Sole
4.06K
Shared
0.00
None
0.00

INSPIRE 100 ETF

SOLE
ETF
Shares13.73K
TypeSH
Market value$567.5K
1.11%
Sole
13.73K
Shared
0.00
None
0.00

ALLSTATE CORP COM

SOLE
Stock
Shares2.77K
TypeSH
Market value$556.6K
1.09%
Sole
2.77K
Shared
0.00
None
0.00
Page 1 of 3
AIFG CONSULTANTS LTD. 13F Holdings β€” 51 Positions | Finecho