AC

AIFG Consultants Portfolio holdings

AUM $58.2M
1-Year Est. Return 20.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.3M
AUM Growth
-$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$497K
3
+$314K
4
ANET icon
Arista Networks
ANET
+$284K
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$255K

Top Sells

1
+$2.68M
2
+$1.85M
3
+$1.82M
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$1.73M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.48M

Sector Composition

1 Technology 3.9%
2 Financials 2.53%
3 Energy 2.2%
4 Industrials 1.5%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$556K 1.08%
1,824
-433
27
$555K 1.08%
14,175
-4,308
28
$520K 1.01%
4,973
-1,382
29
$515K 1%
13,700
30
$505K 0.98%
1,961
+48
31
$452K 0.88%
1,560
+387
32
$441K 0.86%
886
-10
33
$417K 0.81%
9,971
-4,369
34
$400K 0.78%
7,724
-4,292
35
$387K 0.75%
4,058
-21,261
36
$362K 0.71%
12,005
-2,045
37
$348K 0.68%
4,590
-95
38
$335K 0.65%
+3,277
39
$321K 0.63%
2,320
40
$319K 0.62%
+1,159
41
$300K 0.59%
9,147
-93
42
$287K 0.56%
6,065
-26
43
$278K 0.54%
2,099
44
$278K 0.54%
10,840
-29,009
45
$266K 0.52%
+502
46
$265K 0.52%
6,229
-500
47
$261K 0.51%
1,272
-468
48
$261K 0.51%
473
-298
49
$220K 0.43%
355
-267
50
$206K 0.4%
+3,609
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