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Ryan Westerbeck

@Aifg Consultants Ltd.

Latest period2024 - Q3ReportedManaged Assets$131.675MTotal holdings51
Assets growth rate-2.12%Assets growth rate (2-Q avg)-2.58%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aifg Consultants Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Aifg Consultants Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 131.675M in assets, with a quarterly growth rate of -2.12% and a 2-quarter average growth rate of -2.58%. The portfolio is managed by Ryan Westerbeck, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PAVEGlobal X U.s. Infrastructure Development Etf
Recent Activity
New Position
1.53%
$2.011M
48,858 shares@ $41.16 avg price
IUSInvesco Rafi Strategic Us Etf
Recent Activity
New Position
1.06%
$1.387M
27,572 shares@ $50.3 avg price
XMMOInvesco S&p Midcap Momentum Etf
Recent Activity
New Position
0.35%
$454,005
3,773 shares@ $120.33 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
New Position
0.33%
$432,812
8,530 shares@ $50.74 avg price
METAMeta Platforms Inc Cl A
Recent Activity
New Position
0.19%
$245,576
429 shares@ $572.44 avg price
JMBSJanus Henderson Mortgage-backed Securities Etf
Recent Activity
New Position
0.18%
$230,497
4,941 shares@ $46.65 avg price
SLVIshares Silver Trust
Recent Activity
New Position
0.16%
$208,699
7,346 shares@ $28.41 avg price