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Amy Elizabeth Ipsen

Ipsen Advisor Group Llc

Assets Managed
$142.916M
Holdings
104
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
1.56%(2Q avg: 1.4%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ipsen Advisor Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Ipsen Advisor Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.916M in assets, with a quarterly growth rate of 1.56% and a 2-quarter average growth rate of 1.4%. The portfolio is managed by Amy Elizabeth Ipsen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IMCV
Ishares Morningstar Mid-cap
Recent Activity
Increased 1.53%
5.04%
$7.201M
84,934 shares@ $84.79 avg price
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 1.88%
4.44%
$6.341M
80,501 shares@ $78.78 avg price
ISCG
Ishares Morningstar Small-ca
Recent Activity
Increased 1.65%
4.43%
$6.329M
115,493 shares@ $54.81 avg price
JPSE
Jpm Diversified Rt Small Cap
Recent Activity
Increased 2.27%
4.25%
$6.06M
115,584 shares@ $52.44 avg price
RWK
Invesco S&p Midcap 400 Rev
Recent Activity
Increased 1.24%
4.15%
$5.92M
46,159 shares@ $128.26 avg price
ILCG
Ishares Morningstar Growth E
Recent Activity
Decreased -2.03%
3.53%
$5.044M
52,828 shares@ $95.48 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 4.02%
3.39%
$4.832M
105,919 shares@ $45.63 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Decreased -19.81%
3.09%
$4.409M
89,244 shares@ $49.41 avg price
HSCZ
Ishares Cur Hdg Msci Eafe Sm
Recent Activity
Decreased -0.46%
2.84%
$4.055M
102,207 shares@ $39.68 avg price
ISCV
Ishares Morningstar Small-ca
Recent Activity
Decreased -0.3%
2.72%
$3.879M
55,811 shares@ $69.51 avg price

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