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Home > Institutional Investor > Ipsen Advisor Group Llc > Profile

Instuitional Investor - Ipsen Advisor Group Llc

Fund Profile
Filing Period:
Fund Name: Ipsen Advisor Group Llc
Portfolio Value $116,189,236
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flowers Foods Inc
 FLO 448,277 $8,521,742 7.33%
2.
Dbx Etf Tr - XTRACK MSCI EAFE
 150,573 $6,519,826 5.61%
3.
Ishares Tr
 80,098 $5,942,468 5.11%
4.
Ishares Tr
 76,945 $5,496,171 4.73%
5.
Ishares Trust
 IEF 66,304 $5,369,947 4.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)