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
FDLFirst Trust Morningstar Dividend Leaders Index Fund Recent Activity Decreased -8.43%	3.97%	$5.223M 124,498 shares@ $41.96 avg price	Decreased -8.43%
MUBIshares National Muni Bond Etf Recent Activity Decreased -1.16%	2.8%	$3.686M 33,935 shares@ $108.63 avg price	Decreased -1.16%
FJULFt Vest U.s. Equity Buffer Etf - July Recent Activity Decreased -62.79%	1.96%	$2.574M 53,504 shares@ $48.11 avg price	Decreased -62.79%
GMAYFt Vest U.s. Equity Moderate Buffer Etf - May Recent Activity Decreased -23.81%	1.59%	$2.086M 57,554 shares@ $36.24 avg price	Decreased -23.81%
PAVEGlobal X U.s. Infrastructure Development Etf Recent Activity New Position	1.53%	$2.011M 48,858 shares@ $41.16 avg price	New Position
XMARFt Vest U.s. Equity Enhance & Moderate Buffer Etf - March Recent Activity Decreased -64.49%	1.43%	$1.876M 52,863 shares@ $35.49 avg price	Decreased -64.49%
LMBSFirst Trust Low Duration Opportunities Etf Recent Activity Decreased -14.14%	1.15%	$1.514M 30,632 shares@ $49.42 avg price	Decreased -14.14%
BIBLInspire 100 Etf Recent Activity Decreased -31.16%	1.14%	$1.501M 36,906 shares@ $40.67 avg price	Decreased -31.16%
IUSInvesco Rafi Strategic Us Etf Recent Activity New Position	1.06%	$1.387M 27,572 shares@ $50.3 avg price	New Position
VOOVanguard S&p 500 Etf Recent Activity Decreased -12.5%	0.92%	$1.2M 2,273 shares@ $527.85 avg price	Decreased -12.5%