AIFG CONSULTANTS LTD.

PrivateCIK: 1988547
Location

HALFMOON, NY

πŸ“‹ What this filing means

AIFG CONSULTANTS LTD. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $56.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

48
Positions
$56.72M
Total AUM (reported)
1.05M
Total Shares

Allocation by class

TOTAL AUM$56.72M48 positions
ETF$50.31M88.7%
STOCK$6.41M11.3%

Portfolio Concentration

Top 333.0%4–1027.6%11–2523.8%Rest15.6%TOP 1060.7%0%100%
Top 3$18.73M33.0%
4–10$15.67M27.6%
11–25$13.48M23.8%
Rest$8.84M15.6%

Top 3 weight

33.0%

Top 10 weight

60.7%

Voting Authority Distribution

Total shares with voting rights: 1.05M

Sole

Full voting authority

1.05M

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)

Sole48
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings48
Rows:

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

SOLE
ETF
Shares114.37K
TypeSH
Market value$8.74M
15.42%
Sole
114.37K
Shared
0.00
None
0.00

FIRST TRUST CORE INVESTMENT GRADE ETF

SOLE
ETF
Shares274.51K
TypeSH
Market value$5.85M
10.31%
Sole
274.51K
Shared
0.00
None
0.00

PIMCO ENHANCED LOW DURATION ACTIVE ETF

SOLE
ETF
Shares43.03K
TypeSH
Market value$4.14M
7.29%
Sole
43.03K
Shared
0.00
None
0.00

INVESCO S&P 500 MOMENTUM ETF

SOLE
ETF
Shares29.96K
TypeSH
Market value$3.63M
6.39%
Sole
29.96K
Shared
0.00
None
0.00

JPMORGAN EQUITY PREMIUM INCOME ETF

SOLE
ETF
Shares43.58K
TypeSH
Market value$2.49M
4.39%
Sole
43.58K
Shared
0.00
None
0.00

PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF

SOLE
ETF
Shares47.71K
TypeSH
Market value$2.41M
4.25%
Sole
47.71K
Shared
0.00
None
0.00

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

SOLE
ETF
Shares39.61K
TypeSH
Market value$1.97M
3.48%
Sole
39.61K
Shared
0.00
None
0.00

INVESCO RAFI STRATEGIC US ETF

SOLE
ETF
Shares32.20K
TypeSH
Market value$1.78M
3.13%
Sole
32.20K
Shared
0.00
None
0.00

FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF

SOLE
ETF
Shares30.09K
TypeSH
Market value$1.70M
2.99%
Sole
30.09K
Shared
0.00
None
0.00

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

SOLE
ETF
Shares44.60K
TypeSH
Market value$1.70M
2.99%
Sole
44.60K
Shared
0.00
None
0.00

SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

SOLE
ETF
Shares42.23K
TypeSH
Market value$1.43M
2.52%
Sole
42.23K
Shared
0.00
None
0.00

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

SOLE
ETF
Shares28.80K
TypeSH
Market value$1.32M
2.32%
Sole
28.80K
Shared
0.00
None
0.00

VANGUARD S&P 500 ETF

SOLE
ETF
Shares2.08K
TypeSH
Market value$1.27M
2.25%
Sole
2.08K
Shared
0.00
None
0.00

JPMORGAN ULTRA-SHORT INCOME ETF

SOLE
ETF
Shares18.98K
TypeSH
Market value$962.7K
1.70%
Sole
18.98K
Shared
0.00
None
0.00

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

SOLE
ETF
Shares19K
TypeSH
Market value$905.2K
1.60%
Sole
19K
Shared
0.00
None
0.00

WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND

SOLE
ETF
Shares19.62K
TypeSH
Market value$904.1K
1.59%
Sole
19.62K
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
Stock
Shares4.57K
TypeSH
Market value$852.3K
1.50%
Sole
4.57K
Shared
0.00
None
0.00

JPMORGAN SHORT DURATION CORE PLUS ETF

SOLE
ETF
Shares17.78K
TypeSH
Market value$846.3K
1.49%
Sole
17.78K
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
Stock
Shares7.50K
TypeSH
Market value$845.1K
1.49%
Sole
7.50K
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 500 VALUE ETF

SOLE
ETF
Shares14.60K
TypeSH
Market value$807.7K
1.42%
Sole
14.60K
Shared
0.00
None
0.00

FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND

SOLE
ETF
Shares5.09K
TypeSH
Market value$718.0K
1.27%
Sole
5.09K
Shared
0.00
None
0.00

EVENTIDE HIGH DIVIDEND ETF

SOLE
ETF
Shares26.31K
TypeSH
Market value$703.6K
1.24%
Sole
26.31K
Shared
0.00
None
0.00

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

SOLE
ETF
Shares15.70K
TypeSH
Market value$671.8K
1.18%
Sole
15.70K
Shared
0.00
None
0.00

SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

SOLE
ETF
Shares8.17K
TypeSH
Market value$658.6K
1.16%
Sole
8.16K
Shared
0.00
None
0.00

GE AEROSPACE COM NEW

SOLE
Stock
Shares1.94K
TypeSH
Market value$584.4K
1.03%
Sole
1.94K
Shared
0.00
None
0.00
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AIFG CONSULTANTS LTD. 13F Holdings β€” 48 Positions | Finecho