Top 50 Ipsen Advisor Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IMCV | ISHARES TR | 5.04% | 84.9K | $7.2M | +1.53%(+1.28K) | $75.60(+23.39%) | 2026-03-31 | |
| IMCG | ISHARES TR | 4.44% | 80.5K | $6.3M | +1.87%(+1.48K) | $74.41(+30.73%) | 2026-03-31 | |
| ISCG | ISHARES TR | 4.43% | 115.5K | $6.3M | +1.65%(+1.87K) | $49.27(+31.08%) | 2026-03-31 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 4.24% | 115.6K | $6.1M | +2.26%(+2.56K) | $47.35(+26.08%) | 2026-03-31 | |
| RWK | INVESCO EXCH TRADED FD TR II | 4.14% | 46.2K | $5.9M | +1.24%(+564) | $116.21(+25.76%) | 2026-03-31 | |
| ILCG | ISHARES TR | 3.53% | 52.8K | $5.0M | -2.03%(-1.10K) | $86.86(+31.35%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.38% | 105.9K | $4.8M | +4.01%(+4.08K) | $45.82(-0.76%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 3.08% | 89.2K | $4.4M | -19.81%(-22.05K) | $41.84(+30.83%) | 2026-03-31 | |
| HSCZ | ISHARES TR | 2.84% | 102.2K | $4.1M | -0.47%(-481) | $32.44(+32.11%) | 2026-03-31 | |
| ISCV | ISHARES TR | 2.71% | 55.8K | $3.9M | -0.31%(-171) | $63.35(+24.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.10% | +12.80% |
| Top 20 Holdings Unweighted | +7.73% | +25.04% |
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