AC
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AIFG Consultants Ltd.13F | |
| AIFG Consultants Ltd. | |
| Last update 2025-07-21 | 51 Stocks (5 new) |
| Value $51.00 Mil | Turnover 6 % |
AIFG Consultants Ltd. Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLDM | SPDR Gold MiniShares Trust | 129,013 | 8,453.0 | -10.34% | 16.480 | -1.52% | 0.050 | +1.66% | +30.72% | 16,463.4 | ||
LDUR |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
| 41,805 | 4,006.2 | +2.14% | 7.810 | +0.16% | 0.430 | +1.26% | +3.03% | 908.6 | ||
SPMO | Invesco S&P 500 Momentum ETF | 32,485 | 3,653.6 | -3.75% | 7.120 | -0.19% | 0.040 | +27.94% | +19.25% | 10,375.2 | ||
JEPI | JPMorgan Equity Premium Income ETF | 47,135 | 2,679.6 | -19.87% | 5.220 | -1.10% | 0.010 | +8.92% | +3.79% | 41,268.0 | ||
SMMU |
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
| 42,341 | 2,124.3 | +0.34% | 4.140 | +0.01% | 0.240 | +2.10% | +2.11% | 901.7 | ||
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 42,341 | 2,085.7 | -6.50% | 4.070 | -0.24% | 0.040 | +1.69% | +3.22% | 5,146.3 | ||
IUS | INVESCO EXC TR SEL | 34,518 | 1,777.7 | -3.52% | 3.470 | -0.10% | 0.280 | +13.28% | +6.00% | 637.4 | ||
FLQM |
Franklin U.S. Mid Cap Multifactor Index ETF
Franklin U.S. Mid Cap Multifactor Index ETF
| 32,268 | 1,752.5 | -3.45% | 3.420 | -0.10% | 0.110 | +10.26% | +2.39% | 1,674.9 | ||
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 48,472 | 1,710.1 | -47.63% | 3.330 | -2.43% | 0.020 | +15.36% | +1.96% | 8,386.9 | ||
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 45,247 | 1,519.4 | -2.83% | 2.960 | -0.07% | 0.010 | +3.06% | +4.65% | 10,458.2 |
AIFG Consultants Ltd.'s Historical Top Holdings Breakdowns
AIFG Consultants Ltd.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-06-30 | Reduce Reduce | -4.32% | 60.34 ($69.38) 74.89 | $76.29 | 9.96% | Reduce -79.82% | 9,750 | -38,565 | |
GFEB |
FT Vest U.S. Equity Moderate Buffer ETF - February
FT Vest U.S. Equity Moderate Buffer ETF - February
| 2025-06-30 | Sold Out Sold Out | -3.05% | 34.33 ($37.23) 38.99 | $39.39 | 5.80% | Sold Out | 0 | -50,288 | |
BSJQ |
Invesco BulletShares 2026 High Yield Corporate Bon
Invesco BulletShares 2026 High Yield Corporate Bon
| 2025-06-30 | Sold Out Sold Out | -2.85% | 22.66 ($23.2) 23.41 | $23.29 | 0.39% | Sold Out | 0 | -74,495 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -2.81% | 71.83 ($85.64) 95.32 | $96.97 | 13.23% | Reduce -83.97% | 4,058 | -21,261 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-06-30 | Reduce Reduce | -2.43% | 29.52 ($33.55) 35.31 | $36.26 | 8.08% | Reduce -47.63% | 48,472 | -44,076 | |
GLDM | SPDR Gold MiniShares Trust | 2025-06-30 | Reduce Reduce | -1.52% | 58.96 ($65.03) 67.97 | $67.96 | 4.51% | Reduce -10.34% | 129,013 | -14,874 | |
ELCV | Eventide High Dividend ETF | 2025-06-30 | New Buy New Buy | +1.46% | 22.15 ($24.36) 25.4 | $25.91 | 6.36% | New holding | 29,518 | 29,518 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-06-30 | Reduce Reduce | -1.22% | 24.98 ($25.28) 25.66 | $25.43 | 0.59% | Reduce -72.8% | 10,840 | -29,009 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Reduce Reduce | -1.10% | 51.14 ($55.42) 57.14 | $57.15 | 3.12% | Reduce -19.87% | 47,135 | -11,689 | |
JMBS |
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
| 2025-06-30 | Add Add | +0.98% | 43.89 ($44.52) 45.45 | $44.73 | 0.47% | Add 68.68% | 27,418 | 11,164 |
AIFG Consultants Ltd. Total Holding History ($B)
AIFG Consultants Ltd.'s Asset Allocation
AIFG Consultants Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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AIFG Consultants Ltd.'s Hypothetical Growth since 2025-06-30
AIFG Consultants Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AIFG Consultants Ltd.'s Holdings Heat Map
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AIFG Consultants Ltd.'s Holdings Bubble Chart
AIFG Consultants Ltd. News
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