Grufity logo
Grufity logo

Latest AIFG Consultants Ltd. Stock Portfolio

$58.24Million | No. of Holdings #54

AIFG Consultants Ltd. Performance

2025 Q4+2.20%
YTD+15.22%
2024+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. <br><br> 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. <br><br> 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. Equity Portfolio Value
Last Reported on: 04 Feb, 2026
$58.24Million
  as of Feb 04, 2026

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 etf2,022,960
wisdomtree dynamic international equity fund1,084,450
jpmorgan ultra-short municipal income etf339,872
fabrinet shs306,859
sovereign's capital flourish fund222,060
micron technology inc com220,051
seagate technology hldngs plc ord shs217,558
ab new york intermediate municipal etf208,692
New stocks bought by AIFG Consultants Ltd.

Additions

Ticker% Inc.
jpmorgan ultra-short income etf35.07
arista networks inc com shs30.98
first trust core investment grade etf21.24
franklin u.s. mid cap multifactor index etf19.69
broadcom inc com16.06
eventide high dividend etf14.72
invesco rafi strategic us etf13.2
jpmorgan short duration core plus etf13.05
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%
Others86.6
Technology7
Energy2.1
Financial Services1.9
Industrials1.5

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%
UNALLOCATED86.6
MEGA-CAP6.1
LARGE-CAP4.9
MID-CAP2.4

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%
Others86.6
S&P 50011.1
RUSSELL 20002.4
Top 5 Winners (%)%
SLV
ishares silver trust
42.7 %
GLDM
spdr gold minishares trust of beneficial interest
11.4 %
GLD
spdr gold shares
11.3 %
AAPL
apple inc com
6.7 %
XOM
exxon mobil corp com
6.5 %
Top 5 Winners ($)$
GLDM
spdr gold minishares trust of beneficial interest
1.0 M
SLV
ishares silver trust
0.2 M
BSAE
invesco rafi strategic us etf
0.1 M
GLD
spdr gold shares
0.1 M
XOM
exxon mobil corp com
0.1 M
Top 5 Losers (%)%
SYY
sysco corp com
-10.5 %
ANET
arista networks inc com shs
-9.0 %
DTE
dte energy co com
-8.8 %
MSFT
microsoft corp com
-6.6 %
ALL
allstate corp com
-3.0 %
Top 5 Losers ($)$
CGW
invesco s&p 500 momentum etf
0.0 M
ANET
arista networks inc com shs
0.0 M
SYY
sysco corp com
0.0 M
MSFT
microsoft corp com
0.0 M
DTE
dte energy co com
0.0 M

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.

$58.24MTotal Value
57.00Positions
04 Feb, 2026Last Reported
Current holdings of Current Stock Holdings of AIFG Consultants Ltd., last reported on 04 Feb, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
AIFG Consultants Ltd.'s holding in Ishares National Muni Bond Etf over time
0.69%3,722
$398.7K
0.69%
decreased 4.24 percentreduced
AFLG
Ft Vest U.S. Equity Moderate Buffer Etf - June

Ft Vest U.S. Equity Moderate Buffer Etf - June

AFLG
AIFG Consultants Ltd.'s holding in Ft Vest U.S. Equity Moderate Buffer Etf - June over time
0.93%13,700
$542.5K
0.93%
unchanged 0 percentunchanged
AFLG
Ft Vest U.S. Equity Moderate Buffer Etf - May

Ft Vest U.S. Equity Moderate Buffer Etf - May

AFLG
AIFG Consultants Ltd.'s holding in Ft Vest U.S. Equity Moderate Buffer Etf - May over time
0.9%12,703
$524.5K
0.9%
decreased 10.07 percentreduced
AGNG
Global X U.S. Infrastructure Development Etf

Global X U.S. Infrastructure Development Etf

AGNG
AIFG Consultants Ltd.'s holding in Global X U.S. Infrastructure Development Etf over time
1.57%19,194
$917.3K
1.57%
increased 0.99 percentadded
BBAX
Jpmorgan Ultra-Short Income Etf

Jpmorgan Ultra-Short Income Etf

BBAX
AIFG Consultants Ltd.'s holding in Jpmorgan Ultra-Short Income Etf over time
2.23%25,631
$1.30M
2.23%
increased 35.07 percentadded
BBAX
Jpmorgan Short Duration Core Plus Etf

Jpmorgan Short Duration Core Plus Etf

BBAX
AIFG Consultants Ltd.'s holding in Jpmorgan Short Duration Core Plus Etf over time
1.64%20,096
$955.7K
1.64%
increased 13.05 percentadded
BBAX
Jpmorgan Ultra-Short Municipal Income Etf

Jpmorgan Ultra-Short Municipal Income Etf

BBAX
AIFG Consultants Ltd.'s holding in Jpmorgan Ultra-Short Municipal Income Etf over time
0.58%6,672
$339.9K
0.58%
new position
BBAX
Jpmorgan Equity Premium Income Etf

Jpmorgan Equity Premium Income Etf

BBAX
AIFG Consultants Ltd.'s holding in Jpmorgan Equity Premium Income Etf over time
0.52%5,339
$305.6K
0.52%
decreased 87.75 percentreduced
BIBL
Inspire 100 Etf

Inspire 100 Etf

BIBL
AIFG Consultants Ltd.'s holding in Inspire 100 Etf over time
0.5%6,430
$290.2K
0.5%
decreased 3.96 percentreduced
BIL
State Street Spdr Portfolio S&P 500 Value Etf

State Street Spdr Portfolio S&P 500 Value Etf

BIL
AIFG Consultants Ltd.'s holding in State Street Spdr Portfolio S&P 500 Value Etf over time
1.41%14,414
$818.9K
1.41%
decreased 1.26 percentreduced
BIL
State Street Spdr Portfolio S&P 1500 Composite Stock Market Etf

State Street Spdr Portfolio S&P 1500 Composite Stock Market Etf

BIL
AIFG Consultants Ltd.'s holding in State Street Spdr Portfolio S&P 1500 Composite Stock Market Etf over time
0.9%6,322
$521.6K
0.9%
decreased 22.58 percentreduced
BIL
State Street Spdr Portfolio S&P 500 Growth Etf

State Street Spdr Portfolio S&P 500 Growth Etf

BIL
AIFG Consultants Ltd.'s holding in State Street Spdr Portfolio S&P 500 Growth Etf over time
0.62%3,371
$359.7K
0.62%
decreased 8.57 percentreduced
BIL
State Street Spdr Portfolio S&P 600 Small Cap Etf

State Street Spdr Portfolio S&P 600 Small Cap Etf

BIL
AIFG Consultants Ltd.'s holding in State Street Spdr Portfolio S&P 600 Small Cap Etf over time
0.42%5,288
$247.8K
0.42%
decreased 15.15 percentreduced
BIL
Spdr Portfolio Aggregate Bond Etf

Spdr Portfolio Aggregate Bond Etf

BIL
AIFG Consultants Ltd.'s holding in Spdr Portfolio Aggregate Bond Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Portfolio Intermediate Term Corporate Bond Etf

Spdr Portfolio Intermediate Term Corporate Bond Etf

BIL
AIFG Consultants Ltd.'s holding in Spdr Portfolio Intermediate Term Corporate Bond Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off