Ipsen Advisor Group LLC
RIA/Wealth
Ipsen Advisor Group LLC is a RIA/Wealth based in Little Rock, AR led by Loren Marshall Ipsen, reporting $217.8M in AUM as of Q3 2025 with 71% ETF concentration.
CEOLoren Marshall Ipsen
- Portfolio Value
- $139.0M
- Positions
- 103
- Top Holding
- DBEF at 5.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ipsen Advisor Group LLC's portfolio (42.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $7.3M | 5.25% | -$184.9K Sold | — 157.2K shares | |
ETF ETF | $7.1M | 5.09% | -$58.3K Sold | — 67.8K shares | |
ETF ETF | $6.7M | 4.80% | +$57.6K Bought | — 83.0K shares | |
ETF ETF | $6.5M | 4.68% | +$7.5K Bought | — 78.6K shares | |
ETF ETF | $6.1M | 4.42% | +$48.9K Bought | — 113.1K shares | |
Packaged Foods Consumer Defensive | $5.9M | 4.21% | +$21.4K Bought | 0.21% 448.6K shares | |
ETF ETF | $5.6M | 4.06% | +$52.3K Bought | — 45.1K shares | |
ETF ETF | $5.6M | 4.02% | +$61.6K Bought | — 112.3K shares | |
ETF ETF | $4.4M | 3.17% | +$244.0K Bought | — 95.2K shares | |
ETF ETF | $3.8M | 2.77% | +$15.7K Bought | — 102.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ipsen Advisor Group LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+19.15% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-44.73% | |
-33.96% |
Analytics
Portfolio insights and performance metrics for Ipsen Advisor Group LLC
GthenA