IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 11, 2014

Total Value ($000): $230,743,803 (100.0% shares, 0.0% debt)

Holdings (98)

FLEX FLEXTRONICS INTL LTD 11.4%
Value ($000) $26,328,445 Shares 2,378,360 Est. Cost $6.11 Unrealized +23.3%
PBR PETROLEO BRASILEIRO SA PETRO 11.2%
Value ($000) $25,939,136 Shares 1,773,010 Est. Cost $13490.92 Unrealized
AIR TRANSPORT SERVICES GROUP 9.4%
Value ($000) $21,623,560 Shares 2,583,460 Est. Cost $8077.85 Unrealized
MD MEDNAX INC 7.8%
Value ($000) $17,898,396 Shares 307,797 Est. Cost $53.85 Unrealized +9.3%
AAPL APPLE INC 6.5%
Value ($000) $14,913,778 Shares 160,484 Est. Cost $18.19 Unrealized +2.5%
PEABODY ENERGY CORPORATION 3.6%
Value ($000) $8,360,246 Shares 511,330 Est. Cost $16350.00 Unrealized
GLD SPDR GOLD TRUST 3.0%
Value ($000) $6,980,869 Shares 54,521 Est. Cost $117302.80 Unrealized
NVR NVR INC 3.0%
Value ($000) $6,935,817 Shares 6,028 Est. Cost $952.66 Unrealized +17.2%
KMX CARMAX INC 2.3%
Value ($000) $5,258,033 Shares 101,096 Est. Cost $48.34 Unrealized -6.1%
JUNIPER NETWORKS 2.2%
Value ($000) $5,069,964 Shares 206,600 Est. Cost $24540.00 Unrealized
NVDA NVIDIA CORP 2.2%
Value ($000) $4,965,383 Shares 267,820 Est. Cost $0.36 Unrealized +21.8%
HEWLETT PACKARD CO 2.1%
Value ($000) $4,730,356 Shares 140,450 Est. Cost $27980.00 Unrealized
EMC CORP MASS 1.9%
Value ($000) $4,447,509 Shares 168,850 Est. Cost $25150.00 Unrealized
INDUSTRIAS BACHOCO 1.9%
Value ($000) $4,320,255 Shares 74,500 Est. Cost $57990.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.8%
Value ($000) $4,051,480 Shares 189,410 Est. Cost $17440.00 Unrealized
KSS KOHLS CORP 1.6%
Value ($000) $3,722,896 Shares 70,670 Est. Cost $54.39 Unrealized -0.4%
JBLU JETBLUE AIRWAYS CORP 1.5%
Value ($000) $3,543,502 Shares 326,590 Est. Cost $7.98 Unrealized +15.8%
GLW CORNING INC 1.4%
Value ($000) $3,326,193 Shares 151,535 Est. Cost $12.05 Unrealized +30.1%
TBT PROSHARES TR 1.4%
Value ($000) $3,242,333 Shares 53,397 Est. Cost $73717.53 Unrealized
FLR FLUOR CORP NEW 1.3%
Value ($000) $2,896,439 Shares 37,665 Est. Cost $67.64 Unrealized +0.3%
BARCLAYS BK PLC 1.2%
Value ($000) $2,816,735 Shares 111,080 Est. Cost $24437.04 Unrealized
SANDISK CORP 1.0%
Value ($000) $2,347,586 Shares 22,480 Est. Cost $70539.99 Unrealized
CX CEMEX SAB DE CV 1.0%
Value ($000) $2,262,039 Shares 170,978 Est. Cost $12513.75 Unrealized
NATIONAL BANK OF GREECE S A 1.0%
Value ($000) $2,261,333 Shares 113,350 Est. Cost $18404.71 Unrealized
BAC BANK OF AMERICA CORPORATION 1.0%
Value ($000) $2,258,222 Shares 146,924 Est. Cost $12.56 Unrealized -2.5%
C CITIGROUP INC 0.8%
Value ($000) $1,768,445 Shares 37,547 Est. Cost $36.74 Unrealized -3.6%
GENERAL ELECTRIC CO 0.7%
Value ($000) $1,690,855 Shares 64,340 Est. Cost $26228.47 Unrealized
AMZN AMAZONCOM INC 0.6%
Value ($000) $1,426,434 Shares 4,392 Est. Cost $15.82 Unrealized 0.0%
META FACEBOOK INC 0.6%
Value ($000) $1,308,992 Shares 19,453 Est. Cost $62.78 Unrealized -2.7%
GM GENERAL MOTORS COMPANY 0.5%
Value ($000) $1,265,201 Shares 34,854 Est. Cost $27.21 Unrealized -3.4%
ROYAL BK SCOTLAND GROUP PLC 0.5%
Value ($000) $1,230,554 Shares 49,400 Est. Cost $22107.02 Unrealized
POWERSHARES QQQ TRUST 0.5%
Value ($000) $1,155,563 Shares 12,305 Est. Cost $89662.70 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,140,495 Shares 27,350 Est. Cost $31.89 Unrealized +6.5%
PRICELINE COM INC 0.5%
Value ($000) $1,115,181 Shares 927 Est. Cost $1169217.60 Unrealized
AMERICAN CAPITAL AGENCY CORP 0.5%
Value ($000) $1,038,662 Shares 44,370 Est. Cost $20352.47 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,017,846 Shares 32,940 Est. Cost $18.78 Unrealized +10.1%
UNITED STATES STEEL CORP 0.4%
Value ($000) $1,012,696 Shares 38,890 Est. Cost $27527.61 Unrealized
GOOGLE INC 0.4%
Value ($000) $995,108 Shares 1,702 Est. Cost $771118.40 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $932,580 Shares 11,775 Est. Cost $56.07 Unrealized +2.2%
CRUS CIRRUS LOGIC INC 0.4%
Value ($000) $871,162 Shares 35,935 Est. Cost $19.04 Unrealized +15.0%
HD HOME DEPO INC 0.4%
Value ($000) $856,476 Shares 10,579 Est. Cost $60.11 Unrealized 0.0%
KLIC KULICKE & SOFFA INDS INC 0.4%
Value ($000) $846,188 Shares 59,340 Est. Cost $10.84 Unrealized +10.3%
ATWOOD OCEANICS INC 0.4%
Value ($000) $843,196 Shares 16,067 Est. Cost $50740.81 Unrealized
EBAY EBAY INC 0.3%
Value ($000) $720,914 Shares 14,401 Est. Cost $19.39 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.3%
Value ($000) $717,295 Shares 14,460 Est. Cost $48240.83 Unrealized
LEN LENNAR CORP 0.3%
Value ($000) $680,076 Shares 16,200 Est. Cost $34.29 Unrealized 0.0%
HAL HALLIBURTON COMPANY 0.3%
Value ($000) $677,507 Shares 9,541 Est. Cost $51.48 Unrealized 0.0%
QLD PROSHARES TR 0.3%
Value ($000) $657,731 Shares 5,785 Est. Cost $113695.94 Unrealized
IEV ISHARES EUROPE ETF 0.3%
Value ($000) $596,197 Shares 12,275 Est. Cost $48466.65 Unrealized
BOFI HOLDINGS INC 0.2%
Value ($000) $558,372 Shares 7,600 Est. Cost $73470.00 Unrealized
MICHAEL KORS HOLDINGS LTD 0.2%
Value ($000) $516,294 Shares 5,824 Est. Cost $90572.44 Unrealized
DIS WALT DISNEY CO 0.2%
Value ($000) $511,868 Shares 5,970 Est. Cost $69.69 Unrealized +5.4%
NATIONAL BK OF GREECE S A 0.2%
Value ($000) $496,984 Shares 135,050 Est. Cost $5026.09 Unrealized
GOOGLE INC 0.2%
Value ($000) $464,251 Shares 807 Est. Cost $575280.06 Unrealized
IYF ISHARES US FINANCIALS ETF 0.2%
Value ($000) $446,379 Shares 5,369 Est. Cost $80364.81 Unrealized
WHOLE FOODS MARKET INC 0.2%
Value ($000) $439,223 Shares 11,370 Est. Cost $38629.99 Unrealized
JNJ JOHSON & JOHNSON 0.2%
Value ($000) $428,942 Shares 4,100 Est. Cost $66.63 Unrealized +9.8%
YOUKU TUDOU INC 0.2%
Value ($000) $427,213 Shares 17,905 Est. Cost $28454.68 Unrealized
VMWARE INC CL A 0.2%
Value ($000) $420,639 Shares 4,345 Est. Cost $96809.90 Unrealized
MARKETO INC 0.2%
Value ($000) $403,340 Shares 13,870 Est. Cost $29080.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $400,309 Shares 3,163 Est. Cost $126.57 Unrealized 0.0%
CHINA MOBILE LIMITED 0.2%
Value ($000) $388,880 Shares 8,000 Est. Cost $48610.00 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $387,134 Shares 1,978 Est. Cost $185582.20 Unrealized
VALU VALUE LINE INC 0.2%
Value ($000) $381,667 Shares 22,100 Est. Cost $14.86 Unrealized 0.0%
WFC WELLS FARGO & CO 0.2%
Value ($000) $380,377 Shares 7,237 Est. Cost $33.53 Unrealized +8.3%
YUM YUM BRANDS INC 0.2%
Value ($000) $376,768 Shares 4,640 Est. Cost $42.14 Unrealized +5.9%
PACWEST BANCORP DEL 0.2%
Value ($000) $371,262 Shares 8,600 Est. Cost $42220.00 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $368,639 Shares 4,300 Est. Cost $48.40 Unrealized +10.2%
BARCLAYS BK PLC 0.2%
Value ($000) $359,971 Shares 13,920 Est. Cost $25859.99 Unrealized
KO COCA COLA COMPANY 0.2%
Value ($000) $350,656 Shares 8,278 Est. Cost $26.56 Unrealized +5.8%
GRUMA SAB DE CV GRUMA 0.2%
Value ($000) $349,312 Shares 2,250 Est. Cost $155249.78 Unrealized
ANIK ANIKA THERAPEUTICS INC 0.2%
Value ($000) $347,475 Shares 7,500 Est. Cost $44.47 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP 0.1%
Value ($000) $339,753 Shares 6,225 Est. Cost $37.86 Unrealized +6.7%
BARCLAYS BK PLC 0.1%
Value ($000) $303,607 Shares 11,855 Est. Cost $25610.04 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $291,051 Shares 7,190 Est. Cost $49.80 Unrealized -8.4%
T AT&T 0.1%
Value ($000) $285,355 Shares 8,070 Est. Cost $10.85 Unrealized +8.5%
ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $279,191 Shares 18,700 Est. Cost $14930.00 Unrealized
IBB ISHARES NASDAQ 0.1%
Value ($000) $277,592 Shares 1,080 Est. Cost $257029.62 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $274,944 Shares 6,400 Est. Cost $32.09 Unrealized +14.6%
SPIRIT AIRLINES 0.1%
Value ($000) $271,932 Shares 4,300 Est. Cost $63240.00 Unrealized
NFLX NEXTFLIX COM INC 0.1%
Value ($000) $264,360 Shares 600 Est. Cost $5.73 Unrealized -5.5%
SOLARCITY CORP 0.1%
Value ($000) $262,632 Shares 3,720 Est. Cost $70600.00 Unrealized
WMT WALMART STORES 0.1%
Value ($000) $260,343 Shares 3,468 Est. Cost $20.53 Unrealized 0.0%
FAS DIREXION SHS ETF TR 0.1%
Value ($000) $242,836 Shares 2,430 Est. Cost $99932.51 Unrealized
FMX FOMENTO ECONOMICO MEXICANOS 0.1%
Value ($000) $234,125 Shares 2,500 Est. Cost $123050.41 Unrealized
VALE VALE S A 0.1%
Value ($000) $232,583 Shares 17,580 Est. Cost $14706.50 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $230,759 Shares 10,000 Est. Cost $19626.46 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $230,320 Shares 2,000 Est. Cost $95.15 Unrealized -3.5%
EWW ISHARES MSCI MEXICO CAPPED 0.1%
Value ($000) $224,655 Shares 3,313 Est. Cost $67810.14 Unrealized
DIREXION SHS ETF TR 0.1%
Value ($000) $218,464 Shares 7,070 Est. Cost $30900.14 Unrealized
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $217,827 Shares 1,310 Est. Cost $93.21 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $213,180 Shares 3,000 Est. Cost $66.19 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $212,420 Shares 21,500 Est. Cost $8.48 Unrealized 0.0%
ETFS GOLD TR 0.1%
Value ($000) $209,878 Shares 1,609 Est. Cost $126070.23 Unrealized
RITE AID CORP 0.1%
Value ($000) $200,760 Shares 28,000 Est. Cost $6270.00 Unrealized
SAN BANCO SANTANDER SA 0.1%
Value ($000) $171,940 Shares 16,501 Est. Cost $10419.98 Unrealized
RENREN INC 0.0%
Value ($000) $99,122 Shares 30,800 Est. Cost $3227.38 Unrealized
YINGLI GREEN ENERGY HOLDINGS 0.0%
Value ($000) $52,360 Shares 14,000 Est. Cost $3740.00 Unrealized