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
51
$205K 0.4%
1,288
-29
52
– –
-74,495
53
– –
-50,288
54
– –
-1,964
55
– –
-6,448
1 2
3