AIFG Consultants Ltd.
CIK: 0001988547SEC EDGAR →
Portfolio Value
$57.0M
Holdings
54
As of
Q4 2025
New Positions
2
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 109,299 | $9.3M | 16.37% |
| 2 | FIRST TRUST CORE INVESTMENT GRADE ETF | 332,811 | $7.1M | 12.39% |
| 3 | PIMCO ENHANCED LOW DURATION ACTIVE ETF | 42,954 | $4.1M | 7.23% |
| 4 | INVESCO S&P 500 MOMENTUM ETF | 27,328 | $3.3M | 5.72% |
| 5 | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | 49,332 | $2.5M | 4.36% |
| 6 | INVESCO RAFI STRATEGIC US ETF | 36,446 | $2.1M | 3.65% |
| 7 | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | 36,011 | $2.0M | 3.55% |
| 8 | FRANKLIN SYSTEMATIC STYLE PREMIA ETF | 75,175 | $2.0M | 3.55% |
| 9 | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 49,581 | $1.9M | 3.33% |
| 10 | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 32,394 | $1.5M | 2.60% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $35.8M | 62.8% |
| Technology | 10 | $12.7M | 22.2% |
| Unknown | 5 | $5.5M | 9.7% |
| Energy | 2 | $1.2M | 2.1% |
| Industrials | 2 | $855K | 1.5% |
| Utilities | 2 | $624K | 1.1% |
| Consumer Defensive | 1 | $337K | 0.6% |