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
$132M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.39M
3
+$758K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$462K
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$454K

Top Sells

1
+$4.34M
2
+$3.41M
3
+$2.1M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.39M
5
BIBL icon
Inspire 100 ETF
BIBL
+$679K

Sector Composition

1 Energy 1.09%
2 Technology 1.09%
3 Consumer Staples 0.86%
4 Financials 0.8%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$599K 0.46%
2,572
-131
27
$590K 0.45%
24,514
-5,584
28
$588K 0.45%
2,419
+595
29
$564K 0.43%
2,974
30
$513K 0.39%
16,911
-2,541
31
$485K 0.37%
13,700
32
$454K 0.34%
+3,773
33
$433K 0.33%
+8,530
34
$431K 0.33%
3,545
-1,256
35
$401K 0.3%
931
-26
36
$379K 0.29%
8,666
-10
37
$370K 0.28%
1,959
38
$358K 0.27%
620
-177
39
$339K 0.26%
7,447
+9
40
$315K 0.24%
2,320
41
$298K 0.23%
6,639
-240
42
$270K 0.2%
2,099
43
$248K 0.19%
1,175
+2
44
$247K 0.19%
5,518
-2,149
45
$246K 0.19%
+429
46
$243K 0.18%
6,129
-172
47
$230K 0.18%
+4,941
48
$223K 0.17%
1,288
-27
49
$212K 0.16%
4,011
-300
50
$211K 0.16%
6,547
-2,025
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