AC
AIFG Consultants Portfolio holdings
AUM
$56.7M
1-Year Est. Return
15.96%
1 Year Est. Return
+15.96%
AUM
$51.3M
AUM Growth
-$9.42M
(-16%)
Holding
55
Top Buys
| 1 | +$750K | |
| 2 | +$503K | |
| 3 | +$335K | |
| 4 |
Broadcom
AVGO
|
+$319K |
| 5 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
+$316K |
Top Sells
| 1 | +$2.89M | |
| 2 | +$2.03M | |
| 3 | +$1.85M | |
| 4 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$1.73M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.56M |
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 | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$345B
| $205K | 0.4% |
1,288
-29
|
|
||
52
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$174M
| – | – |
-6,448
|
|
||
53
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| – | – |
-1,964
|
|
||
54
FT Vest US Equity Moderate Buffer ETF February
GFEB
$355M
| – | – |
-50,288
|
|
||
|
55
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
| – | – |
-74,495
|
|