Ipsen Advisor Group LLC - Portfolio overview

Ipsen Advisor Group LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. IMCV - ISHARES TR, 4.97%
2. IMCG - ISHARES TR, 4.38%
3. ISCG - ISHARES TR, 4.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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