Ryan Westerbeck

@Aifg Consultants Ltd.

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$131.675M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPABSpdr Portfolio Aggregate Bond Etf Recent Activity Increased 0.08%	10.31%	$13.565M 518,946 shares@ $26.15 avg price	Increased 0.08%
SDVYFirst Trust Smid Cap Rising Dividend Achievers Etf Recent Activity Increased 12.54%	5.17%	$6.802M 186,958 shares@ $36.39 avg price	Increased 12.54%
BSJQInvesco Bulletshares 2026 High Yield Corp Bond Etf Recent Activity Increased 7.29%	5.17%	$6.799M 289,890 shares@ $23.46 avg price	Increased 7.29%
XOMExxon Mobil Corp Com Recent Activity Increased 0.56%	0.85%	$1.116M 9,520 shares@ $117.23 avg price	Increased 0.56%
GLDSpdr Gold Shares Recent Activity Increased 32.63%	0.45%	$587,962 2,419 shares@ $243.06 avg price	Increased 32.63%
SPSMSpdr Portfolio S&p 600 Small Cap Etf Recent Activity Increased 0.13%	0.26%	$338,919 7,447 shares@ $45.52 avg price	Increased 0.13%
JPMJpmorgan Chase & Co. Com Recent Activity Increased 0.18%	0.19%	$247,760 1,175 shares@ $210.86 avg price	Increased 0.18%