Latest AIFG Consultants Ltd. Stock Portfolio
About AIFG Consultants Ltd. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, AIFG Consultants Ltd. reported an equity portfolio of $56.7 Millions as of 30 Sep, 2025.
The top stock holdings of AIFG Consultants Ltd. are GLDM, ECLN, BOND. The fund has invested 15.4% of it's portfolio in SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST and 10.3% of portfolio in FIRST TRUST CORE INVESTMENT GRADE ETF.
The fund managers got completely rid off SOVEREIGN'S CAPITAL FLOURISH FUND, HESS CORP COM (HES) and INVESCO QQQ TRUST SERIES I (QQQ) stocks. They significantly reduced their stock positions in INSPIRE 100 ETF (BIBL), ARISTA NETWORKS INC COM SHS (ANET) and JPMORGAN CHASE & CO. COM (JPM). AIFG Consultants Ltd. opened new stock positions in FIRST TRUST CORE INVESTMENT GRADE ETF (ECLN) and CHEVRON CORP NEW COM (CVX). The fund showed a lot of confidence in some stocks as they added substantially to PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF (BOND), NVIDIA CORPORATION COM (NVDA) and JPMORGAN SHORT DURATION CORE PLUS ETF (BBAX).
The top stock holdings of AIFG Consultants Ltd. are GLDM, ECLN, BOND. The fund has invested 15.4% of it's portfolio in SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST and 10.3% of portfolio in FIRST TRUST CORE INVESTMENT GRADE ETF.
The fund managers got completely rid off SOVEREIGN'S CAPITAL FLOURISH FUND, HESS CORP COM (HES) and INVESCO QQQ TRUST SERIES I (QQQ) stocks. They significantly reduced their stock positions in INSPIRE 100 ETF (BIBL), ARISTA NETWORKS INC COM SHS (ANET) and JPMORGAN CHASE & CO. COM (JPM). AIFG Consultants Ltd. opened new stock positions in FIRST TRUST CORE INVESTMENT GRADE ETF (ECLN) and CHEVRON CORP NEW COM (CVX). The fund showed a lot of confidence in some stocks as they added substantially to PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF (BOND), NVIDIA CORPORATION COM (NVDA) and JPMORGAN SHORT DURATION CORE PLUS ETF (BBAX).
AIFG Consultants Ltd. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| first trust core investment grade etf | 5,849,920 |
| chevron corp new com | 369,124 |
New stocks bought by AIFG Consultants Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| pimco short term municipal bond active etf | 12.69 |
| nvidia corporation com | 12.51 |
| jpmorgan short duration core plus etf | 5.2 |
| janus henderson mortgage-backed securities etf | 5.06 |
| pimco enhanced low duration active etf | 2.93 |
| broadcom inc com | 2.07 |
| jpmorgan ultra-short income etf | 1.96 |
| microsoft corp com | 1.35 |
Additions to existing portfolio by AIFG Consultants Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| inspire 100 etf | -51.25 |
| arista networks inc com shs | -26.12 |
| jpmorgan chase & co. com | -25.19 |
| ishares national muni bond etf | -21.84 |
| spdr portfolio s&p 1500 composite stock market etf | -16.25 |
| spdr gold shares | -15.46 |
| spdr portfolio aggregate bond etf | -12.43 |
| spdr gold minishares trust of beneficial interest | -11.35 |
AIFG Consultants Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| sovereign's capital flourish fund | -362,070 |
| hess corp com | -321,412 |
| procter and gamble co com | -205,204 |
| invesco qqq trust series i | -260,925 |
| ishares core s&p 500 etf | -220,419 |
AIFG Consultants Ltd. got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 87.7 |
| Technology | 5.8 |
| Financial Services | 2.2 |
| Energy | 2.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 87.7 |
| MEGA-CAP | 6.9 |
| LARGE-CAP | 3.8 |
| MID-CAP | 1.6 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 87.7 |
| S&P 500 | 10.8 |
| RUSSELL 2000 | 1.6 |
AIFG Consultants Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of AIFG Consultants Ltd.
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 0.56 | 1,237 | 314,861 | reduced | -2.75 | ||
| AAXJ | ishares national muni bond etf | 0.73 | 3,887 | 413,927 | reduced | -21.84 | ||
| AFLG | ft vest u.s. equity moderate buffer etf - may | 1.01 | 14,126 | 571,679 | reduced | -0.35 | ||
| AFLG | ft vest u.s. equity moderate buffer etf - june | 0.94 | 13,700 | 532,656 | unchanged | 0.00 | ||
| AGNG | global x u.s. infrastructure development etf | 1.60 | 19,005 | 905,222 | reduced | -6.52 | ||
| ALL | allstate corp com | 1.00 | 2,656 | 570,110 | reduced | -3.94 | ||
| ANET | arista networks inc com shs | 0.62 | 2,421 | 352,764 | reduced | -26.12 | ||
| AVGO | broadcom inc com | 0.69 | 1,183 | 390,284 | added | 2.07 | ||
| BAC | bank america corp com | 0.55 | 6,065 | 312,893 | unchanged | 0.00 | ||
| BBAX | jpmorgan equity premium income etf | 4.39 | 43,578 | 2,488,300 | reduced | -7.55 | ||
| BBAX | jpmorgan ultra-short income etf | 1.70 | 18,976 | 962,652 | added | 1.96 | ||
| BBAX | jpmorgan short duration core plus etf | 1.49 | 17,776 | 846,328 | added | 5.2 | ||
| BIBL | inspire 100 etf | 0.52 | 6,695 | 297,459 | reduced | -51.25 | ||
| BIL | spdr portfolio intermediate term corporate bond etf | 2.52 | 42,229 | 1,431,140 | reduced | -6.67 | ||
| BIL | spdr portfolio s&p 500 value etf | 1.42 | 14,598 | 807,707 | reduced | -0.18 | ||
| BIL | spdr portfolio s&p 1500 composite stock market etf | 1.16 | 8,166 | 658,572 | reduced | -16.25 | ||
| BIL | spdr portfolio s&p 500 growth etf | 0.68 | 3,687 | 385,328 | reduced | -9.14 | ||
| BIL | spdr portfolio s&p 600 small cap etf | 0.51 | 6,232 | 288,678 | added | 0.05 | ||
| BIL | spdr portfolio aggregate bond etf | 0.43 | 9,493 | 245,394 | reduced | -12.43 | ||
| BOND | pimco enhanced low duration active etf | 7.29 | 43,030 | 4,137,120 | added | 2.93 | ||