IAG
Ipsen Advisor Group Portfolio holdings
AUM
$131M
This Quarter Return
-1.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.99%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Flowers Foods
FLO
|
$9.26M |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$6.23M |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$5.84M |
| 4 |
iShares Morningstar Mid-Cap Value ETF
IMCV
|
$5.84M |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$5.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 10.66% |
| 2 | Technology | 4.69% |
| 3 | Financials | 3.17% |
| 4 | Industrials | 2.8% |
| 5 | Healthcare | 2% |
