AIFG Consultants
Latest statistics and disclosures from AIFG Consultants's latest quarterly 13F-HR filing:
- Top 5 stock holdings are First Tr Exchng Traded Fd Vi, FDL, LDUR, SPDW, JEPI, and represent 47.52% of AIFG Consultants's stock portfolio.
- Added to shares of these 10 stocks: First Tr Exchng Traded Fd Vi (+$16M), First Tr Exchng Traded Fd Vi, TPHD, QQEW, SPYV, SPAB, SPSM, SPDW, JPST, LDUR.
- Started 3 new stock positions in First Tr Exchng Traded Fd Vi, First Tr Exchng Traded Fd Vi, TPHD.
- Reduced shares in these 10 stocks: FSEP (-$7.9M), BUFR, BIBL, SPYG, FTGC, , IBD, UNFI, FDL, .
- Sold out of its positions in FSEP, BIBL, IBD, GNR, SPDR DJ Wilshire Small Cap, UNFI.
- AIFG Consultants was a net buyer of stock by $5.0M.
- AIFG Consultants has $125M in assets under management (AUM), dropping by 5.49%.
- Central Index Key (CIK): 0001988547
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Portfolio Holdings for AIFG Consultants
AIFG Consultants holds 37 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Past Filings by AIFG Consultants
SEC 13F filings are viewable for AIFG Consultants going back to 2022
- AIFG Consultants 2023 Q1 filed Aug. 30, 2023
- AIFG Consultants 2023 Q2 filed Aug. 30, 2023
- AIFG Consultants 2022 Q4 filed Aug. 28, 2023