AC

AIFG Consultants Portfolio holdings

AUM $56.7M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$6.79M
3
+$663K
4
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$386K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$346K

Top Sells

1
+$13.2M
2
+$1.02M
3
+$975K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$840K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$654K

Sector Composition

1 Energy 1.01%
2 Consumer Staples 0.85%
3 Technology 0.65%
4 Financials 0.54%
5 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$397K 0.29%
944
-75
27
$386K 0.28%
+11,726
28
$371K 0.27%
2,648
29
$359K 0.26%
8,628
+853
30
$354K 0.26%
2,320
31
$322K 0.23%
+7,667
32
$320K 0.23%
7,428
-3,446
33
$317K 0.23%
1,542
34
$311K 0.22%
8,604
-336
35
$293K 0.21%
6,903
36
$283K 0.2%
6,735
-322
37
$275K 0.2%
12,404
+1,909
38
$266K 0.19%
1,553
-625
39
$240K 0.17%
+1,934
40
$239K 0.17%
5,570
41
$236K 0.17%
+2,610
42
$235K 0.17%
2,099
-1
43
$232K 0.17%
+1,160
44
$216K 0.16%
4,306
+3
45
$212K 0.15%
+1,304
46
– –
-10,135
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