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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 $117,028,105
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Flowers Foods Inc
 FLO 448,260 $9,261,044 7.91%
2.
Dbx Etf Tr - XTRACK MSCI EAFE
 150,474 $6,229,632 5.32%
3.
Ishares Trust
 IEF 65,216 $5,843,368 4.99%
4.
Ishares Tr
 78,597 $5,836,604 4.98%
5.
Ishares Tr
 76,297 $5,762,676 4.92%
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)