Latest AIFG Consultants Ltd. Stock Portfolio
AIFG Consultants Ltd. Performance:
2025 Q4: 2.2%YTD: 15.22%2024: 9.63%
Performance for 2025 Q4 is 2.2%, and YTD is 15.22%, and 2024 is 9.63%.
About AIFG Consultants Ltd. and 13F Hedge Fund Stock Holdings
On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, AIFG Consultants Ltd. reported an equity portfolio of $58.2 Millions as of 31 Dec, 2025.
The top stock holdings of AIFG Consultants Ltd. are GLDM, ECLN, BOND. The fund has invested 16% of it's portfolio in SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST and 12.1% of portfolio in FIRST TRUST CORE INVESTMENT GRADE ETF.
The fund managers got completely rid off SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (BIL) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (JAMF) stocks. They significantly reduced their stock positions in JPMORGAN EQUITY PREMIUM INCOME ETF (BBAX), FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) and ISHARES SILVER TRUST (SLV). AIFG Consultants Ltd. opened new stock positions in FRANKLIN SYSTEMATIC STYLE PREMIA ETF (BUYZ), WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (JAMF) and JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN ULTRA-SHORT INCOME ETF (BBAX), ARISTA NETWORKS INC COM SHS (ANET) and FIRST TRUST CORE INVESTMENT GRADE ETF (ECLN).
The top stock holdings of AIFG Consultants Ltd. are GLDM, ECLN, BOND. The fund has invested 16% of it's portfolio in SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST and 12.1% of portfolio in FIRST TRUST CORE INVESTMENT GRADE ETF.
The fund managers got completely rid off SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (BIL) and WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (JAMF) stocks. They significantly reduced their stock positions in JPMORGAN EQUITY PREMIUM INCOME ETF (BBAX), FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) and ISHARES SILVER TRUST (SLV). AIFG Consultants Ltd. opened new stock positions in FRANKLIN SYSTEMATIC STYLE PREMIA ETF (BUYZ), WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (JAMF) and JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN ULTRA-SHORT INCOME ETF (BBAX), ARISTA NETWORKS INC COM SHS (ANET) and FIRST TRUST CORE INVESTMENT GRADE ETF (ECLN).
AIFG Consultants Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that AIFG Consultants Ltd. made a return of 2.2% in the last quarter. In trailing 12 months, it's portfolio return was 15.22%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| franklin systematic style premia etf | 2,022,960 |
| wisdomtree dynamic international equity fund | 1,084,450 |
| jpmorgan ultra-short municipal income etf | 339,872 |
| fabrinet shs | 306,859 |
| sovereign's capital flourish fund | 222,060 |
| micron technology inc com | 220,051 |
| seagate technology hldngs plc ord shs | 217,558 |
| ab new york intermediate municipal etf | 208,692 |
New stocks bought by AIFG Consultants Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| jpmorgan ultra-short income etf | 35.07 |
| arista networks inc com shs | 30.98 |
| first trust core investment grade etf | 21.24 |
| franklin u.s. mid cap multifactor index etf | 19.69 |
| broadcom inc com | 16.06 |
| eventide high dividend etf | 14.72 |
| invesco rafi strategic us etf | 13.2 |
| jpmorgan short duration core plus etf | 13.05 |
Additions to existing portfolio by AIFG Consultants Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| jpmorgan equity premium income etf | -87.75 |
| first trust morningstar dividend leaders index fund | -43.87 |
| ishares silver trust | -35.86 |
| nvidia corporation com | -32.33 |
| bank america corp com | -31.34 |
| first trust low duration opportunities etf | -28.23 |
| first trust nasdaq-100 select equal weight etf | -26.67 |
| state street spdr portfolio s&p 1500 composite stock market etf | -22.58 |
AIFG Consultants Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr portfolio intermediate term corporate bond etf | -1,431,140 |
| wisdomtree international hedged quality dividend growth fund | -904,100 |
| spdr portfolio aggregate bond etf | -245,394 |
AIFG Consultants Ltd. got rid off the above stocks
Sector Distribution
AIFG Consultants Ltd. has about 86.6% of it's holdings in Others sector.
- Others
- Technology
- Energy
- Financial Services
- Industrials
| Sector | % |
|---|---|
| Others | 86.6 |
| Technology | 7 |
| Energy | 2.1 |
| Financial Services | 1.9 |
| Industrials | 1.5 |
Market Cap. Distribution
AIFG Consultants Ltd. has about 11% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 86.6 |
| MEGA-CAP | 6.1 |
| LARGE-CAP | 4.9 |
| MID-CAP | 2.4 |
Stocks belong to which Index?
About 13.5% of the stocks held by AIFG Consultants Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 86.6 |
| S&P 500 | 11.1 |
| RUSSELL 2000 | 2.4 |
AIFG Consultants Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of AIFG Consultants Ltd.
AIFG Consultants Ltd. has 54 stocks in it's portfolio. About 61.4% of the portfolio is in top 10 stocks. CGW proved to be the most loss making stock for the portfolio. GLDM was the most profitable stock for AIFG Consultants Ltd. last quarter.
Last Reported on: 04 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 0.56 | 1,211 | 329,098 | reduced | -2.1 | ||
| AAXJ | ishares national muni bond etf | 0.69 | 3,722 | 398,663 | reduced | -4.24 | ||
| AFLG | ft vest u.s. equity moderate buffer etf - june | 0.93 | 13,700 | 542,517 | unchanged | 0.00 | ||
| AFLG | ft vest u.s. equity moderate buffer etf - may | 0.90 | 12,703 | 524,545 | reduced | -10.07 | ||
| AGNG | global x u.s. infrastructure development etf | 1.57 | 19,194 | 917,295 | added | 0.99 | ||
| ALL | allstate corp com | 0.95 | 2,656 | 552,846 | unchanged | 0.00 | ||
| ANET | arista networks inc com shs | 0.71 | 3,171 | 415,496 | added | 30.98 | ||
| AVGO | broadcom inc com | 0.82 | 1,373 | 475,195 | added | 16.06 | ||
| BAC | bank america corp com | 0.39 | 4,164 | 229,020 | reduced | -31.34 | ||
| BBAX | jpmorgan ultra-short income etf | 2.23 | 25,631 | 1,296,660 | added | 35.07 | ||
| BBAX | jpmorgan short duration core plus etf | 1.64 | 20,096 | 955,709 | added | 13.05 | ||
| BBAX | jpmorgan ultra-short municipal income etf | 0.58 | 6,672 | 339,872 | new | |||
| BBAX | jpmorgan equity premium income etf | 0.52 | 5,339 | 305,604 | reduced | -87.75 | ||
| BIBL | inspire 100 etf | 0.50 | 6,430 | 290,186 | reduced | -3.96 | ||
| BIL | state street spdr portfolio s&p 500 value etf | 1.41 | 14,414 | 818,859 | reduced | -1.26 | ||
| BIL | state street spdr portfolio s&p 1500 composite stock market etf | 0.90 | 6,322 | 521,586 | reduced | -22.58 | ||
| BIL | state street spdr portfolio s&p 500 growth etf | 0.62 | 3,371 | 359,686 | reduced | -8.57 | ||
| BIL | state street spdr portfolio s&p 600 small cap etf | 0.42 | 5,288 | 247,779 | reduced | -15.15 | ||
| BIL | spdr portfolio aggregate bond etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr portfolio intermediate term corporate bond etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||