ACL
AIFG Consultants Ltd. Portfolio
Invests via AIFG Consultants Ltd. | Managed by Ryan Westerbeck
Invests via AIFG Consultants Ltd.
Managed by Ryan Westerbeck
Automatically Tracked
Company Profile
Specialist advisory firm focused on alternative investments and infrastructure consulting, AIFG Consultants Ltd. advises institutional clients on fund selection, portfolio construction and regulatory compliance in markets across Europe and emerging economies. The firm positions itself as a middle-market expert for pension funds, insurers and family offices, offering due diligence, performance benchmarking and transaction support. Revenue model blends project fees and retainer mandates; strategic strengths include sector-focused research, regulatory know-how and relationships with boutique managers.
Specialist advisory firm focused on alternative investments and infrastructure consulting, AIFG Consultants Ltd. advises institutional clients on fund selection, portfolio construction and regulatory compliance in markets across Europe and emerging economies. The firm positions itself as a middle-market expert for pension funds, insurers and family offices, offering due diligence, performance benchmarking and transaction support. Revenue model blends project fees and retainer mandates; strategic strengths include sector-focused research, regulatory know-how and relationships with boutique managers.
Investment Philosophy & Strategy
Advises institutional clients with a boutique, research-driven approach to alternative and infrastructure allocation, prioritizing middle-market managers for pension funds, insurers and family offices. Emphasizes rigorous due diligence, performance benchmarking and regulatory-aware underwriting, blending project fees and retainer mandates to align incentives. Portfolio strategy favors diversified, risk-adjusted exposure to real assets and private markets, using granular sector expertise and manager relationships to source niche opportunities, control downside via governance-focused covenants, and deliver long-term, liability-aware returns.
Advises institutional clients with a boutique, research-driven approach to alternative and infrastructure allocation, prioritizing middle-market managers for pension funds, insurers and family offices. Emphasizes rigorous due diligence, performance benchmarking and regulatory-aware underwriting, blending project fees and retainer mandates to align incentives. Portfolio strategy favors diversified, risk-adjusted exposure to real assets and private markets, using granular sector expertise and manager relationships to source niche opportunities, control downside via governance-focused covenants, and deliver long-term, liability-aware returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.35%
Gain +0.69%
Monthly
0.83%
Yearly
10.42%
Drawdown
8.37%
$63.43M
Equity
Holdings
$63.43M
Investment
$47.96M
$38.23M
Profit +$937,367.89
Realized
$22.77M
Unrealized
$15.46M
Dividends
$8.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$937,367.89
Win %
82%
This Week
Compared To Last Week
Gain
1.46%
Profit
$909,818.69
Win %
82%
This Month
Compared to last month
Gain
2.38%
Profit
$1.47M
Win %
82%
This Year
Compared to last year
Gain
8.91%
Profit
$5.19M
Win %
82%
ANET Arista Networks, Inc.
+5.46%
+$29,585.45 
MSFT Microsoft Corp.
+3.02%
+$12,067.31 
NVDA NVIDIA Corporation
+2.93%
+$17,649.63 
CVX Chevron Corporation
+2.35%
+$10,744.04 
FLSP Franklin Systematic Style Premia ETF
+1.51%
+$31,573.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,629.57 
GE General Electric Company
+1.42%
+$10,693.78 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$5,298.09 
GEV GE Vernova Inc.
+0.85%
+$4,504.02 
BIBL Inspire 100 ETF
+0.8%
+$2,764.89 
VOO Vanguard S&P 500 ETF
+0.71%
+$9,345.86 
SYY Sysco Corporation
+0.63%
+$2,427.93 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$3,540.32 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$2,858.18 
STX Seagate Technology Holdings plc
+0.52%
+$3,515.51 
FJUL FT Vest US Equity Buffer ETF
+0.47%
+$1,695.12 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$4,990.48 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$10,569.34 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$2,192 
AVGO Broadcom Inc.
+0.37%
+$1,977.12 
BAC Bank of America Corporation
+0.36%
+$916.08 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,014.41 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$11,204.48 
JPM JPMorgan Chase & Co.
+0.27%
+$918.38 
DTE DTE Energy Company
+0.12%
+$357 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$2,479.05 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$493.32 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$52.13 
ELCV Eventide High Dividend ETF
+0.01%
+$60.36 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 NYM
NYM
0%
$0 
AAPL Apple Inc.
-7.35%
-$29,693.72 
MU Micron Technology, Inc.
-5.9%
-$39,806.68 
SLV iShares Silver Trust
-2.13%
-$6,684.96 
GLD SPDR Gold Shares
-1.49%
-$8,385.03 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$130,065.81 
XOM Exxon Mobil Corporation
-0.97%
-$10,846.17 
FN Fabrinet
-0.89%
-$2,642.07 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$12,309.72 
PCAR PACCAR Inc.
-0.81%
-$1,985.04 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,897.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,676.48 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$11,163.41 
ALL Allstate Corporation
-0.49%
-$3,452.83 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$4,856.84 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$23,296.77 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,441.39 
MUB iShares National Muni Bond ETF
-0.11%
-$446.64 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$803.84 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$1,137.16 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$1,718.16 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$66.72 
SOVF Sovereign's Capital Flourish Fund
-0.01%
-$22.83 Events
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Dividends
Dividend Analysis
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| Trades 524 | Longs Won 430/524 82% | Profit Factor 25.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $253,132.13 |
| Average Win $92,573.01 | Best Trade (Dec 31) $2.98M | Sharpe Ratio -8.98 |
| Average Loss -$16,732.5 | Worst Trade (Aug 02) -$222,357.51 | Z-Score 10.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m | Expectancy $72,964.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,788 | 3,409 | 3,030 | 2,652 | 2,273 | 1,894 | 1,515 | 1,136 | 758 | 379 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,211 | $254,067.46 | $374,090.01 | - | $120,022.55 | 47.24% | -7.354% |
| ALL Allstate Corporation | 2,656 | $359,932.47 | $701,396.45 | - | $341,463.98 | 94.87% | -0.49% |
| ANET Arista Networks, Inc. | 3,171 | $345,964.34 | $571,889.88 | - | $225,925.54 | 65.3% | +5.456% |
| AVGO Broadcom Inc. | 1,373 | $393,154.81 | $534,481.44 | - | $141,326.63 | 35.95% | +0.371% |
| BAC Bank of America Corporation | 4,164 | $165,610.36 | $257,959.8 | - | $92,349.44 | 55.76% | +0.356% |
| BIBL Inspire 100 ETF | 6,430 | $244,211.31 | $350,242.1 | - | $106,030.79 | 43.42% | +0.796% |
| CVX Chevron Corporation | 2,377 | $369,124 | $467,864.91 | - | $98,740.91 | 26.75% | +2.35% |
| DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 24,907 | $1.08M | $1.17M | - | $82,940.09 | 7.65% | -0.414% |
| DTE DTE Energy Company | 2,100 | $246,789.11 | $297,927 | - | $51,137.89 | 20.72% | +0.12% |
| ELCV Eventide High Dividend ETF | 30,181 | $771,089.26 | $944,091.86 | - | $173,002.6 | 22.44% | +0.006% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 5,213 | $190,587.34 | $268,365.24 | - | $77,777.9 | 40.81% | +0.019% |
| FJUL FT Vest US Equity Buffer ETF | 6,054 | $232,927.45 | $364,027.02 | - | $131,099.57 | 56.28% | +0.468% |
| FLQM Franklin U.S. Mid Cap Multifactor Index Fund | 36,011 | $1.97M | $2.16M | - | $191,554.89 | 9.74% | -0.514% |
| FLSP Franklin Systematic Style Premia ETF | 75,175 | $2.02M | $2.13M | - | $105,245.25 | 5.2% | +1.506% |
| FN Fabrinet | 674 | $306,859 | $293,466.34 | - | -$13,392.66 | -4.36% | -0.892% |
| FTCB First Trust Core Investment Grade ETF | 332,811 | $7.09M | $6.82M | - | -$264,913.67 | -3.74% | -0.34% |
| GE General Electric Company | 2,126 | $168,241.37 | $765,508.83 | - | $597,267.46 | 355.01% | +1.417% |
| GEV GE Vernova Inc. | 542 | $292,274.22 | $536,737.17 | - | $244,462.95 | 83.64% | +0.846% |
| GJUN FT Vest US Equity Moderate Fund | 13,700 | $412,644 | $565,947 | - | $153,303 | 37.15% | +0.389% |
| GLD SPDR Gold Shares | 1,492 | $360,892.39 | $554,337.69 | - | $193,445.3 | 53.6% | -1.49% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for AIFG Consultants Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 1500 Composite Stock Market ETF - $5.17M, First Trust NASDAQ-100 Equal Weighted Index Fund - $2.93M, SPDR Portfolio S&P 500 Growth ETF - $2.63M, JPMorgan Equity Premium Income Fund - $2.45M, and SPDR Gold MiniShares Trust - $1.98M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: First Trust Global Tactical Commodity Strategy Fund - $223,118.11, United Natural Foods Inc - $123,896.6, Novo Nordisk A/S Sponsored ADR - $41,027.01, PACCAR Inc - $38,727, and Johnson & Johnson - $10,268.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does AIFG Consultants Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.16M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.88M, First Trust Morningstar Dividend Leaders Index Fund - $873,039.17, SPDR Portfolio Aggregate Bond ETF - $744,394.09, SPDR Portfolio Developed World ex-US ETF - $569,356.8, and PIMCO Enhanced Low Duration Active Exchange-Traded Fund - $538,888.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are AIFG Consultants Ltd.'s monthly returns?
AIFG Consultants Ltd.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can AIFG Consultants Ltd.'s strategy be considered aggressive or moderate?
AIFG Consultants Ltd.'s strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow AIFG Consultants Ltd.'s strategy?
AIFG Consultants Ltd.'s strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
