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IAG

Ipsen Advisor Group Portfolio holdings

AUM $155M
1-Year Est. Return 20.18%
This Fund
S&P 500
This Quarter Est. Return
-1.38%
1 Year Est. Return
+20.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
Cap. Flow
+$120M
Cap. Flow %
102.68%
Top 10 Hldgs %
46.99%
Holding
93
New
93
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 72.71%
2 Consumer Staples 10.66%
3 Technology 4.69%
4 Financials 3.17%
5 Industrials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLO icon
1
Flowers Foods
FLO
$1.33B
$9.26M 7.91%
+448,260
New +$9.86M
DBEF icon
2
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.41B
$6.23M 5.32%
+150,474
New +$6.3M
ILCG icon
3
iShares Morningstar Growth ETF
ILCG
$3.16B
$5.84M 4.99%
+65,216
New +$5.77M
IMCV icon
4
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.19B
$5.84M 4.99%
+78,597
New +$6.08M
IMCG icon
5
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.08B
$5.76M 4.92%
+76,297
New +$5.84M
ISCG icon
6
iShares Morningstar Small-Cap Growth ETF
ISCG
$988M
$5.29M 4.52%
+107,024
New +$5.45M
JPSE icon
7
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$597M
$4.84M 4.14%
+103,437
New +$5.05M
RWK icon
8
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
$4.75M 4.06%
+40,839
New +$4.88M
FBND icon
9
Fidelity Total Bond ETF
FBND
$28.1B
$3.74M 3.2%
+83,459
New +$3.81M
ISCV icon
10
iShares Morningstar Small-Cap Value ETF
ISCV
$702M
$3.43M 2.93%
+54,064
New +$3.52M
HSCZ icon
11
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$259M
$3.13M 2.67%
+97,668
New +$3.16M
JAAA icon
12
Janus Henderson AAA CLO ETF
JAAA
$30.1B
$2.07M 1.77%
+40,843
New +$2.07M
IAU icon
13
iShares Gold Trust
IAU
$65.8B
$1.98M 1.69%
+39,993
New +$2.01M
NOBL icon
14
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$1.93M 1.65%
+38,836
New +$2.04M
ESGU icon
15
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$1.87M 1.6%
+14,528
New +$1.88M
SDVY icon
16
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.5B
$1.74M 1.49%
+48,498
New +$1.81M
WMT icon
17
Walmart Inc
WMT
$850B
$1.7M 1.45%
+18,842
New +$1.64M
AAPL icon
18
Apple
AAPL
$4.67T
$1.59M 1.36%
+6,357
New +$1.5M
QQQ icon
19
Invesco QQQ Trust
QQQ
$489B
$1.58M 1.35%
+3,085
New +$1.56M
AVGO icon
20
Broadcom
AVGO
$1.7T
$1.49M 1.28%
+6,442
New +$1.19M
LIT icon
21
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$1.41M 1.21%
+34,697
New +$1.53M
COPX icon
22
Global X Copper Miners ETF NEW
COPX
$8.21B
$1.41M 1.21%
+37,023
New +$1.6M
XLF icon
23
State Street Financial Select Sector SPDR ETF
XLF
$55.5B
$1.34M 1.15%
+27,745
New +$1.34M
MSFT icon
24
Microsoft
MSFT
$3.71T
$1.3M 1.11%
+3,083
New +$1.31M
VFH icon
25
Vanguard Financials ETF
VFH
$13.9B
$1.18M 1.01%
+9,966
New +$1.18M

Similar funds

Ipsen Advisor Group's Q4 2024 Portfolio in Review

As of Q4 2024, Ipsen Advisor Group held 93 positions worth $117M. Its ten largest holdings account for 47% of the portfolio.

Ipsen Advisor Group deployed $120M of net new capital in Q4 2024, opening 93 new positions. Its largest new stake was Flowers Foods: 448,260 shares worth $9.26M.

By sector, the portfolio is most concentrated in Miscellaneous at 73% of assets, followed by Consumer Staples and Technology.

  • Ipsen Advisor Group's largest Q4 2024 buy was Flowers Foods: 448,260 shares worth $9.26M.
  • Ipsen Advisor Group's ten largest holdings make up 47% of its $117M portfolio in Q4 2024.
  • Ipsen Advisor Group opened 93 new positions and closed 0 in Q4 2024.

Based on Ipsen Advisor Group's 13F filing for Q4 2024, filed 12 Feb 2025.