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Aifg Consultants 13F Portfolio

Portfolio Manager
Aifg Consultants Ltd.
Performance
+2.63% (2025 Q4)
AUM (13F)
$58.24M
# of Holdings
54
Performance Rank
Allocation (Top 20)
78.62%
Latest filing
Q4 2025

Aifg Consultants Ltd. Holdings Map

Top 50 Aifg Consultants Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
16.02%109.3K$9.3M
-4.44%(-5.08K)
2024-Q4: 141.2K shares2025-Q1: 143.9K shares2025-Q2: 129.0K shares2025-Q3: 114.4K shares2025-Q4: 109.3K shares
$35.76(+165.43%)
2025-12-31
FTCB
FIRST TRUST CORE INVESTMENT GRADE ETF
12.13%332.8K$7.1M
+21.24%(+58.30K)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 274.5K shares2025-Q4: 332.8K shares
$21.20(-0.38%)
2025-12-31
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
7.08%43.0K$4.1M
-0.18%(-76)
2024-Q4: 42.6K shares2025-Q1: 40.9K shares2025-Q2: 41.8K shares2025-Q3: 43.0K shares2025-Q4: 43.0K shares
$95.50(+0.18%)
2025-12-31
SPMO
INVESCO S&P 500 MOMENTUM ETF
5.6%27.3K$3.3M
-8.79%(-2.63K)
2024-Q4: 33.0K shares2025-Q1: 33.7K shares2025-Q2: 32.5K shares2025-Q3: 30.0K shares2025-Q4: 27.3K shares
$92.85(+36.33%)
2025-12-31
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
4.27%49.3K$2.5M
+3.40%(+1.62K)
2024-Q4: 40.7K shares2025-Q1: 42.2K shares2025-Q2: 42.3K shares2025-Q3: 47.7K shares2025-Q4: 49.3K shares
$50.19(+0.59%)
2025-12-31
IUS
INVESCO RAFI STRATEGIC US ETF
3.58%36.4K$2.1M
+13.20%(+4.25K)
2024-Q4: 36.9K shares2025-Q1: 35.8K shares2025-Q2: 34.5K shares2025-Q3: 32.2K shares2025-Q4: 36.4K shares
$49.97(+21.66%)
2025-12-31
FLQM
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
3.48%36.0K$2.0M
+19.69%(+5.92K)
2024-Q4: 34.2K shares2025-Q1: 33.4K shares2025-Q2: 32.3K shares2025-Q3: 30.1K shares2025-Q4: 36.0K shares
$55.23(+2.25%)
2025-12-31
FLSP
FRANKLIN SYSTEMATIC STYLE PREMIA ETF
3.47%75.2K$2.0Mnew2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 75.2K shares
$26.72(+2.56%)
2025-12-31
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
3.26%49.6K$1.9M
+11.16%(+4.98K)
2024-Q4: 96.8K shares2025-Q1: 92.5K shares2025-Q2: 48.5K shares2025-Q3: 44.6K shares2025-Q4: 49.6K shares
$31.85(+30.14%)
2025-12-31
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
2.54%32.4K$1.5M
+12.46%(+3.59K)
2024-Q4: 7.2K shares2025-Q1: 16.3K shares2025-Q2: 27.4K shares2025-Q3: 28.8K shares2025-Q4: 32.4K shares
$45.17(+0.98%)
2025-12-31

About Aifg Consultants Ltd.โ€™s portfolio

Aifg Consultants Ltd. reports $58.24M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are GLDM (16.0%), FTCB (12.1%) and LDUR (7.1%). The top 20 holdings account for 78.62% of reported assets. Its disclosed equity book has returned +40.99% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.

Portfolio concentration

Portfolio concentration
GLDM โ€” 16.3% ($9.33M)FTCB โ€” 12.3% ($7.07M)LDUR โ€” 7.2% ($4.12M)SPMO โ€” 5.7% ($3.26M)SMMU โ€” 4.3% ($2.49M)IUS โ€” 3.6% ($2.08M)FLQM โ€” 3.5% ($2.03M)FLSP โ€” 3.5% ($2.02M)SDVY โ€” 3.3% ($1.90M)JMBS โ€” 2.6% ($1.48M)Other โ€” 37.7% ($21.61M)
62%in top 10
  • GLDM16.3%
  • FTCB12.3%
  • LDUR7.2%
  • SPMO5.7%
  • SMMU4.3%
  • IUS3.6%
  • FLQM3.5%
  • FLSP3.5%
  • SDVY3.3%
  • JMBS2.6%
  • Other37.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
5
FLSPFRANKLIN SYSTEMATIC STYLE PREMIA ETF3.5%
DDWMWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND1.9%
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF0.6%
FNFABRINET SHS0.5%
+1 opened
Added to
14
FTCBFIRST TRUST CORE INVESTMENT GRADE ETF+21.2%
JPSTJPMORGAN ULTRA-SHORT INCOME ETF+35.1%
FLQMFRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF+19.7%
IUSINVESCO RAFI STRATEGIC US ETF+13.2%
+10 more
Trimmed
27
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF-87.7%
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF-28.2%
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST-4.4%
SPMOINVESCO S&P 500 MOMENTUM ETF-8.8%
+23 more

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Source filings

Holdings on this page are parsed from Aifg Consultants Ltd.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1988547). View Aifg Consultants Ltd.โ€™s 13F filings on SEC

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