The Analysis of AIFG Consultants Ltd.'s Holdings
Currently, AIFG Consultants Ltd. holds 54 types of securities in its portfolio with a total value $58.2M. In the most recent quarter, they have increased their positions in FLSP (+75.2K shares, valued at $2.0M), FTCB (+58.3K shares, valued at $1.2M), DDWM (+24.9K shares, valued at $1.1M); decreased their positions in JEPI (-38.2K shares, valued at $2.2M), LMBS (-11.2K shares, valued at $559.1K), GLDM (-5.1K shares, valued at $433.3K); initiated new positions in FLSP (+75.2K shares, valued at $2.0M), DDWM (+24.9K shares, valued at $1.1M), JMST (+6.7K shares, valued at $339.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST109.3K shares-4.44%2025-12-312026-02-04
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF332.8K shares21.24%2025-12-312026-02-04
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF43.0K shares-0.18%2025-12-312026-02-04
SPMO INVESCO S&P 500 MOMENTUM ETF27.3K shares-8.79%2025-12-312026-02-04
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF49.3K shares3.40%2025-12-312026-02-04
IUS INVESCO RAFI STRATEGIC US ETF36.4K shares13.20%2025-12-312026-02-04
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF36.0K shares19.69%2025-12-312026-02-04
FLSP FRANKLIN SYSTEMATIC STYLE PREMIA ETF75.2K sharesnew addition2025-12-312026-02-04
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF49.6K shares11.16%2025-12-312026-02-04
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF32.4K shares12.46%2025-12-312026-02-04
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF28.4K shares-28.23%2025-12-312026-02-04
JPST JPMORGAN ULTRA-SHORT INCOME ETF25.6K shares35.07%2025-12-312026-02-04
DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND24.9K sharesnew addition2025-12-312026-02-04
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF20.1K shares13.05%2025-12-312026-02-04
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF19.2K shares0.99%2025-12-312026-02-04
XOM EXXON MOBIL CORP COM7.1K shares-5.42%2025-12-312026-02-04
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF14.4K shares-1.26%2025-12-312026-02-04
ELCV EVENTIDE HIGH DIVIDEND ETF30.2K shares14.72%2025-12-312026-02-04
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF13.6K shares-13.35%2025-12-312026-02-04
GLD SPDR GOLD SHARES1.5K shares-3.24%2025-12-312026-02-04
NVDA NVIDIA CORPORATION COM3.1K shares-32.33%2025-12-312026-02-04
ALL ALLSTATE CORP COM2.7K shares0.00%2025-12-312026-02-04
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE13.7K shares0.00%2025-12-312026-02-04
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF3.7K shares-26.67%2025-12-312026-02-04
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY12.7K shares-10.07%2025-12-312026-02-04
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF6.3K shares-22.58%2025-12-312026-02-04
MSFT MICROSOFT CORP COM886 shares-1.34%2025-12-312026-02-04
MUB ISHARES NATIONAL MUNI BOND ETF3.7K shares-4.24%2025-12-312026-02-04
SLV ISHARES SILVER TRUST5.9K shares-35.86%2025-12-312026-02-04
CVX CHEVRON CORP NEW COM2.4K shares0.00%2025-12-312026-02-04
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF3.4K shares-8.57%2025-12-312026-02-04
GEV GE VERNOVA INC COM542 shares8.84%2025-12-312026-02-04
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF6.7K sharesnew addition2025-12-312026-02-04
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY6.1K shares-21.62%2025-12-312026-02-04
SYY SYSCO CORP COM4.6K shares-0.20%2025-12-312026-02-04
AAPL APPLE INC COM1.2K shares-2.10%2025-12-312026-02-04
JPM JPMORGAN CHASE & CO. COM977 shares-16.28%2025-12-312026-02-04
FN FABRINET SHS674 sharesnew addition2025-12-312026-02-04
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF5.3K shares-87.75%2025-12-312026-02-04
BIBL INSPIRE 100 ETF6.4K shares-3.96%2025-12-312026-02-04
DTE DTE ENERGY CO COM2.1K shares0.00%2025-12-312026-02-04
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF5.3K shares-15.15%2025-12-312026-02-04
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND5.2K shares-43.87%2025-12-312026-02-04
BAC BANK AMERICA CORP COM4.2K shares-31.34%2025-12-312026-02-04
VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.6K shares-0.56%2025-12-312026-02-04
SOVF SOVEREIGN'S CAPITAL FLOURISH FUND7.6K sharesnew addition2025-12-312026-02-04
MU MICRON TECHNOLOGY INC COM771 sharesnew addition2025-12-312026-02-04
PCAR PACCAR INC COM1.8K sharesnew addition2025-12-312026-02-04
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available