AIFG Consultants Ltd.
Filing Date
Global Rank
#8,504
/ 8,818
▼ 694
· as of Dec 2025
Top Industry
Asset Management
31.5%
3Y Alpha vs SPY
-5.5%
Period ended 8 months ago
Filed Feb 4, 2026 · 7mo
13 quarters · since Dec 2022
Clone Performance
Sep 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+47.8%
SPY
+69.0%
Annualised alpha
-5.5%
Max drawdown
−10.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.AIFG Consultants Ltd. has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
43 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
16.0%
+0.6 pts
Top 5
54.5%
−0.2 pts
Top 10
71.8%
−1.0 pts
HHI
774
Diversified+5
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 82.2% | $47,876,118 |
| Financial Services | 7.5% | $4,357,450 |
| Technology | 5.1% | $2,969,338 |
| Energy | 2.1% | $1,215,368 |
| Industrials | 2.1% | $1,210,384 |
| Consumer Defensive | 0.6% | $337,573 |
| Utilities | 0.5% | $270,858 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BUYZ | Franklin Disruptive Commerce ETF | +81,099 | 111,186 | $4,048,937 | |
| CAAA | First Trust AAA CMBS ETF | +47,111 | 361,240 | $8,486,742 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +5,287 | 24,907 | $1,084,450 | |
| AIRR | First Trust RBA American Industrial Renaissance ETF | +4,977 | 49,581 | $1,899,943 | |
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | +4,250 | 36,446 | $2,083,253 | |
| DHSB | Day Hagan Smart Buffer ETF | +3,872 | 30,181 | $801,003 | |
| JA | Janus Henderson AA-A CLO ETF | +3,590 | 32,394 | $1,480,081 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +1,544 | 92,286 | $6,609,248 | |
| ANET | Arista Networks, Inc. | +750 | 3,171 | $415,496 | |
| AVGO | Broadcom Inc. | +190 | 1,373 | $475,195 | |
| AGNG | Global X Funds Global X Aging Population ETF | +189 | 19,194 | $917,281 | |
| GE | General Electric Co | +183 | 2,126 | $654,871 | |
| GEV | GE Vernova Inc. | +44 | 542 | $354,234 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −54,066 | 24,107 | $1,700,109 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | −22,592 | 57,738 | $2,897,852 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | −5,432 | 8,944 | $761,431 | |
| GLDM | World Gold Trust | −5,075 | 109,299 | $9,330,855 | |
| SLV | iShares Silver Trust | −3,279 | 5,864 | $377,758 | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | −3,093 | 32,457 | $1,405,579 | |
| IVZ | Invesco Ltd. | −2,633 | 27,328 | $3,260,776 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −2,096 | 13,603 | $604,109 | |
| BAC | Bank Of America Corp /De/ | −1,901 | 4,164 | $229,020 | |
| NVDA | Nvidia Corp | −1,477 | 3,091 | $576,471 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | −944 | 5,288 | $247,795 | |
| XOM | ExxonMobil Holdings Corp | −406 | 7,089 | $853,090 | |
| BIBL | Inspire 100 ETF | −265 | 6,430 | $290,185 | |
| JPM | Jpmorgan Chase & Co | −190 | 977 | $314,808 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −165 | 3,722 | $398,663 | |
| VB | Vanguard Morningstar Small-Cap ETF | −156 | 1,923 | $1,205,970 | |
| GLD | Spdr Gold Trust | −50 | 1,492 | $591,294 | |
| AAPL | Apple Inc. | −26 | 1,211 | $329,222 | |
| VEA | Vanguard FTSE Developed Markets ETF | −20 | 3,567 | $222,830 | |
| MSFT | Microsoft Corp | −12 | 886 | $428,487 | |
| SYY | Sysco Corp | −9 | 4,581 | $337,573 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FN | Fabrinet | 674 | $306,858 | |
| CVGD | CresAlta Global Dividend ETF | 7,610 | $222,059 | |
| MU | Micron Technology Inc | 771 | $220,051 | |
| STX | Seagate Technology Holdings plc | 790 | $217,558 | |
| BUFC | AB Conservative Buffer ETF | 8,346 | $208,691 | |
| PCAR | Paccar Inc | 1,838 | $201,279 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
43 tracked positions ·
$58,237,089 total
· filing declares
54 positions · $58,236,348
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Reduced | 109,299 | $9,330,855 | 16.02% | |
| CAAA |
First Trust AAA CMBS ETF
|
Added | 361,240 | $8,486,742 | 14.57% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 92,286 | $6,609,248 | 11.35% | |
| BUYZ |
Franklin Disruptive Commerce ETF
|
Added | 111,186 | $4,048,937 | 6.95% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Reduced | 27,328 | $3,260,776 | 5.60% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Reduced | 57,738 | $2,897,852 | 4.98% | |
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
Added | 36,446 | $2,083,253 | 3.58% | |
| AIRR |
First Trust RBA American Industrial Renaissance ETF
|
Added | 49,581 | $1,899,943 | 3.26% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 24,107 | $1,700,109 | 2.92% | |
| JA |
Janus Henderson AA-A CLO ETF
|
Added | 32,394 | $1,480,081 | 2.54% | |
| AFGR |
First Trust Active Factor Large Cap Growth ETF
|
Reduced | 32,457 | $1,405,579 | 2.41% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 1,923 | $1,205,970 | 2.07% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 24,907 | $1,084,450 | 1.86% | |
| AGNG |
Global X Funds Global X Aging Population ETF
|
Added | 19,194 | $917,281 | 1.58% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 7,089 | $853,090 | 1.46% | |
| DHSB |
Day Hagan Smart Buffer ETF
|
Added | 30,181 | $801,003 | 1.38% | |
| ACYN |
FT Vest Laddered Autocallable Barrier & Income ETF
|
Reduced | 8,944 | $761,431 | 1.31% | |
| GE |
General Electric Co
Industrials
|
Added | 2,126 | $654,871 | 1.12% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 13,603 | $604,109 | 1.04% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,492 | $591,294 | 1.02% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,091 | $576,471 | 0.99% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 2,656 | $552,846 | 0.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,373 | $475,195 | 0.82% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 886 | $428,487 | 0.74% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 3,171 | $415,496 | 0.71% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 3,722 | $398,663 | 0.68% | |
| SLV |
iShares Silver Trust
|
Reduced | 5,864 | $377,758 | 0.65% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,377 | $362,278 | 0.62% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 542 | $354,234 | 0.61% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 4,581 | $337,573 | 0.58% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,211 | $329,222 | 0.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 977 | $314,808 | 0.54% | |
| FN |
Fabrinet
Technology
|
NEW | 674 | $306,858 | 0.53% | |
| BIBL |
Inspire 100 ETF
|
Reduced | 6,430 | $290,185 | 0.50% | |
| DTE |
Dte Energy Co
Utilities
|
Held | 2,100 | $270,858 | 0.47% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Reduced | 5,288 | $247,795 | 0.43% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 4,164 | $229,020 | 0.39% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 3,567 | $222,830 | 0.38% | |
| CVGD |
CresAlta Global Dividend ETF
|
NEW | 7,610 | $222,059 | 0.38% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 771 | $220,051 | 0.38% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 790 | $217,558 | 0.37% | |
| BUFC |
AB Conservative Buffer ETF
|
NEW | 8,346 | $208,691 | 0.36% | |
| PCAR |
Paccar Inc
Industrials
|
NEW | 1,838 | $201,279 | 0.35% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.