IAG
Ipsen Advisor Group Portfolio holdings
AUM
$131M
1 Year Est. Return
–
AUM
$131M
AUM Growth
+$15.1M
(+13%)
Holding
101
Top Buys
| 1 | +$1.01M | |
| 2 | +$832K | |
| 3 | +$759K | |
| 4 |
JPMorgan Chase
JPM
|
+$720K |
| 5 |
Costco
COST
|
+$704K |
Top Sells
| 1 | +$424K | |
| 2 | +$208K | |
| 3 | +$153K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$103K |
| 5 |
McDonald's
MCD
|
+$78.6K |
Sector Composition
| 1 | Consumer Staples | 9.26% |
| 2 | Technology | 5.55% |
| 3 | Financials | 4.79% |
| 4 | Industrials | 2.91% |
| 5 | Healthcare | 1.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Procter & Gamble
PG
$354B
| – | – |
-1,223
|
|