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
$135M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$702K
3
+$557K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$437K
5
NVDA icon
NVIDIA
NVDA
+$271K

Top Sells

1
+$1.34M
2
+$1.29M
3
+$1.02M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$690K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$616K

Sector Composition

1 Technology 1.18%
2 Energy 1.06%
3 Consumer Staples 0.78%
4 Financials 0.72%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,903
52
– –
-5,570
1 2
3