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  Name: AIFG Consultants Ltd.
  City: HALFMOON
  State: NY
  Zip: 12065
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $138,749,000
  Total Value Change : $7,301,000
  Securities Held Change : 6
   
All Securities Held : 45
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 17

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 1 - $65.19 $13,797,000 215,079 9.94% 1,419,000 3,301 0.224    Closed - End Fund - E...
   (LAG)1 Year Chart         LAG Lagardere S.C.A 2 - $24.95 $13,718,000 542,646 9.89% 477,000 26,245 0.041    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 6 - $36.21 $7,908,000 220,640 5.7% 439,000 1,034 0.025    Closed - End Fund - E...
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 8 - $77.08 $7,409,000 101,290 5.34% 6,859,000 92,842 0.005    Closed - End Fund - E...
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 11 - $0.00 $6,427,000 184,577 4.63% 704,000 9,932 0.205    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 14 - $106.16 $3,735,000 34,714 2.69% 36,000 593 0.002    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 18 - $112.75 $1,053,000 9,054 0.76% 149,000 14 0    Integrated Oil & Gas
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 19 - $490.80 $1,046,000 2,175 0.75% 97,000 3 0    Closed - End Fund - E...
   (NULV)1 Year Chart         NULV Nushares Esg Large Cap Valu... 22 - $0.00 $686,000 17,654 0.49% 86,000 955 0.007    N/A
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 25 - $1,002.95 $428,000 444 0.31% 40,000 2 0    Biotechnology
   (EFAX)1 Year Chart         EFAX Spdr Msci Eafe Fossil Fuel ... 29 - $0.00 $359,000 8,628 0.26% 56,000 853 0.045    N/A
   (YJUN)1 Year Chart         YJUN Ft Cboe Vest International ... 37 - $0.00 $275,000 12,404 0.2% 52,000 1,909 0.138    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 44 - $49.56 $216,000 4,306 0.16% 10,000 3 0    Closed - End Fund - F...
   (PG)1 Year Chart         PG Procter & Gamble Co 45 - $167.06 $212,000 1,304 0.15% 212,000 1,304 0    Cleaning Products

      14 Records Found
  1    
Page 1 of 1
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