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Aifg Consultants Ltd. Top Holdings and 13F Report (2024)

About Aifg Consultants Ltd.

Investment Activity

  • Aifg Consultants Ltd. has $138.75 million in total holdings as of March 31, 2024.
  • Aifg Consultants Ltd. owns shares of 45 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 13.78% of the portfolio was purchased this quarter.
  • About 13.10% of the portfolio was sold this quarter.
  • This quarter, Aifg Consultants Ltd. has purchased 39 new stocks and bought additional shares in 13 stocks.
  • Aifg Consultants Ltd. sold shares of 17 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
$386,431 Holding
PACCAR
$239,643 Holding
NVIDIA
$235,829 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
92,842 shares (about $6.79M)
SPDR Portfolio Aggregate Bond ETF
26,245 shares (about $663.47K)
FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
11,726 shares (about $386.43K)

Largest Sales this Quarter

First Trust Low Duration Opportunities ETF
21,220 shares (about $1.02M)
SPDR Gold MiniShares Trust
19,063 shares (about $839.73K)
FT Vest Laddered Buffer ETF
23,379 shares (about $653.68K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAifg Consultants Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$13,797,370$211,760 1.6%215,0799.9%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$13,718,097$663,474 5.1%542,6469.9%ETF
First Trust NASDAQ 100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ 100 Equal Weighted Index Fund
$13,520,659$974,726 -6.7%109,1259.7%Manufacturing
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$11,524,368$132,153 -1.1%199,1768.3%ETF
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$9,257,747$9,257,747 New Holding268,8086.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$7,907,760$37,059 0.5%220,6405.7%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$7,867,065$839,725 -9.6%178,5945.7%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$7,409,363$6,791,392 1,099.0%101,2905.3%ETF
FJUL
FT Vest U.S. Equity Buffer ETF - July
$6,774,180$571,671 -7.8%152,4004.9%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$6,657,087$3,547 -0.1%287,1914.8%ETF
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$6,426,985$345,833 5.7%184,5774.6%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$5,779,206$88,504 -1.5%150,1874.2%ETF
XMAR
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March
$5,224,581$248,317 -4.5%155,4013.8%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$3,735,226$63,807 1.7%34,7142.7%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$2,949,025$653,677 -18.1%105,4732.1%ETF
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$2,612,016$13,231,440 -83.5%76,8241.9%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,757,401$1,023,888 -36.8%36,4221.3%Manufacturing
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,052,545$1,628 0.2%9,0540.8%Oils/Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,045,938$1,443 0.1%2,1750.8%ETF
Sysco Co. stock logo
SYY
Sysco
$961,090$65,675 -6.4%11,8390.7%Consumer Staples
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$822,1910.0%16,4110.6%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$686,034$37,111 5.7%17,6540.5%ETF
The Allstate Co. stock logo
ALL
Allstate
$514,5310.0%2,9740.4%Finance
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$457,0320.0%13,7000.3%ETF
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$428,174$1,929 0.5%4440.3%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$397,159$31,554 -7.4%9440.3%Computer and Technology
FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
$386,431$386,431 New Holding11,7260.3%ETF
General Electric stock logo
GE
General Electric
$370,9270.0%2,1130.3%Transportation
EFAX
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
$358,814$35,474 11.0%8,6280.3%ETF
Hess Co. stock logo
HES
Hess
$354,1240.0%2,3200.3%Oils/Energy
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$321,860$321,860 New Holding7,6670.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$319,702$148,316 -31.7%7,4280.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$317,2200.0%1,5420.2%Finance
Timothy Plan High Dividend Stock ETF stock logo
TPHD
Timothy Plan High Dividend Stock ETF
$311,206$12,153 -3.8%8,6040.2%ETF
FSEP
FT Vest U.S. Equity Buffer ETF - September
$293,3420.0%6,9030.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$282,618$13,512 -4.6%6,7350.2%Computer and Technology
YJUN
FT Vest International Equity Buffer ETF - June
$274,872$42,303 18.2%12,4040.2%ETF
Apple Inc. stock logo
AAPL
Apple
$266,367$107,199 -28.7%1,5530.2%Computer and Technology
PACCAR Inc stock logo
PCAR
PACCAR
$239,643$239,643 New Holding1,9340.2%Auto/Tires/Trucks
FT Vest U.S. Equity Buffer ETF - August stock logo
FAUG
FT Vest U.S. Equity Buffer ETF - August
$238,8410.0%5,5700.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$235,829$235,829 New Holding2610.2%Computer and Technology
DTE Energy stock logo
DTE
DTE Energy
$235,445$112 0.0%2,0990.2%Utilities
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$232,348$232,348 New Holding1,1600.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$216,041$151 0.1%4,3060.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$211,574$211,574 New Holding1,3040.2%Consumer Staples
Lloyds Banking Group plc stock logo
LYG
Lloyds Banking Group
$0$24,223 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: