IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 10, 2014

Total Value ($000): $277,446,347 (100.0% shares, 0.0% debt)

Holdings (109)

JBLU JETBLUE AIRWAYS CORP 12.5%
Value ($000) $34,811,228 Shares 326,590 Est. Cost $7.98 Unrealized +43.1%
JUNIPER NETWORKS 10.5%
Value ($000) $29,130,840 Shares 477,320 Est. Cost $45235.91 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 9.1%
Value ($000) $25,159,012 Shares 1,773,010 Est. Cost $13490.92 Unrealized
AIR TRANSPORT SERVICES GROUP 6.9%
Value ($000) $19,106,724 Shares 2,624,550 Est. Cost $8065.36 Unrealized
FLEX FLEXTRONICS INTL LTD 6.6%
Value ($000) $18,183,324 Shares 1,761,950 Est. Cost $6.11 Unrealized +33.8%
AAPL APPLE INC 4.3%
Value ($000) $11,926,584 Shares 118,378 Est. Cost $18.19 Unrealized +18.9%
TEX TEREX CORP NEW 3.3%
Value ($000) $9,065,411 Shares 285,345 Est. Cost $36.56 Unrealized 0.0%
GLD SPDR GOLD TR 2.7%
Value ($000) $7,529,362 Shares 64,791 Est. Cost $117129.59 Unrealized
JOHNSON CTLS INC 2.5%
Value ($000) $7,039,044 Shares 116,850 Est. Cost $60240.00 Unrealized
NVR NVR INC 2.5%
Value ($000) $6,852,441 Shares 6,064 Est. Cost $952.66 Unrealized +20.1%
TBT PROSHARES TR 2.4%
Value ($000) $6,681,808 Shares 118,619 Est. Cost $64157.09 Unrealized
EBAY EBAY INC 2.4%
Value ($000) $6,551,298 Shares 115,686 Est. Cost $19.74 Unrealized +0.3%
PEABODY ENERGY CORPORATION 2.3%
Value ($000) $6,355,025 Shares 513,330 Est. Cost $16350.00 Unrealized
ROST ROSS STORES INC 2.2%
Value ($000) $6,199,072 Shares 82,020 Est. Cost $31.13 Unrealized 0.0%
NVDA NVIDIA CORP 1.8%
Value ($000) $4,941,279 Shares 267,820 Est. Cost $0.36 Unrealized +23.4%
KMX CARMAX INC 1.8%
Value ($000) $4,937,217 Shares 106,291 Est. Cost $48.48 Unrealized +5.6%
EMC CORP 1.8%
Value ($000) $4,911,291 Shares 167,850 Est. Cost $25150.00 Unrealized
INTC INTEL CORP 1.7%
Value ($000) $4,664,148 Shares 32,940 Est. Cost $18.78 Unrealized +37.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $3,822,294 Shares 189,410 Est. Cost $17440.00 Unrealized
GLW CORNING INC 1.1%
Value ($000) $3,028,161 Shares 156,575 Est. Cost $12.16 Unrealized +27.3%
MENS WEARHOUSE INC 1.0%
Value ($000) $2,765,802 Shares 109,450 Est. Cost $25270.00 Unrealized
BARCLAYS BK PLC 0.9%
Value ($000) $2,520,245 Shares 110,070 Est. Cost $24437.04 Unrealized
FLR FLUOR CORP NEW 0.9%
Value ($000) $2,512,640 Shares 37,620 Est. Cost $67.64 Unrealized -2.9%
NATIONAL BANK OF GREECE S A 0.8%
Value ($000) $2,217,545 Shares 114,950 Est. Cost $18417.05 Unrealized
CX CEMEX SAB DE CV 0.8%
Value ($000) $2,126,289 Shares 163,059 Est. Cost $12513.75 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.7%
Value ($000) $2,038,945 Shares 93,920 Est. Cost $21918.53 Unrealized
C CITIGROUP INC 0.7%
Value ($000) $1,805,772 Shares 34,847 Est. Cost $36.74 Unrealized +1.8%
GENERAL ELECTRIC CO 0.6%
Value ($000) $1,648,391 Shares 64,340 Est. Cost $26228.47 Unrealized
MD MEDNAX INC 0.5%
Value ($000) $1,485,972 Shares 313,127 Est. Cost $53.90 Unrealized +5.3%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,371,697 Shares 27,350 Est. Cost $31.89 Unrealized +18.1%
BAC BANK OF AMERICA CORPORATION 0.5%
Value ($000) $1,343,779 Shares 78,814 Est. Cost $12.56 Unrealized +0.1%
META FACEBOOK INC 0.5%
Value ($000) $1,340,360 Shares 16,958 Est. Cost $62.78 Unrealized +16.0%
GM GENERAL MOTORS COMPANY 0.4%
Value ($000) $1,110,682 Shares 34,774 Est. Cost $27.21 Unrealized -2.6%
AMERICAN CAPITAL AGENCY CORP 0.4%
Value ($000) $1,088,638 Shares 51,230 Est. Cost $20472.65 Unrealized
PRICELINE COM INC 0.4%
Value ($000) $1,056,625 Shares 912 Est. Cost $1169217.60 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $1,011,966 Shares 71,115 Est. Cost $54.39 Unrealized +4.0%
KLIC KULICKE & SOFFA INDS INC 0.4%
Value ($000) $977,672 Shares 68,705 Est. Cost $11.07 Unrealized +12.9%
SYNTEL INC 0.3%
Value ($000) $956,348 Shares 10,875 Est. Cost $87940.05 Unrealized
QLD PROSHARES TR ULTRA QQQ 0.3%
Value ($000) $927,546 Shares 7,378 Est. Cost $116291.61 Unrealized
IYF ISHARES US FINANCIALS ETF 0.3%
Value ($000) $886,595 Shares 10,590 Est. Cost $82018.97 Unrealized
SPY SPDR S&P 500 0.3%
Value ($000) $881,270 Shares 4,473 Est. Cost $191962.05 Unrealized
IEV ISHARES EUROPE ETF 0.3%
Value ($000) $837,451 Shares 18,577 Est. Cost $47317.77 Unrealized
CRUS CIRRUS LOGIC INC 0.3%
Value ($000) $834,938 Shares 40,045 Est. Cost $19.46 Unrealized +19.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $823,592 Shares 11,015 Est. Cost $56.07 Unrealized -1.2%
POWERSHARES QQQ TRUST 0.3%
Value ($000) $808,695 Shares 8,186 Est. Cost $89662.70 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.3%
Value ($000) $800,875 Shares 21,500 Est. Cost $8.48 Unrealized +12.3%
PROSHARES TR ULTRASHORT 0.3%
Value ($000) $794,440 Shares 8,087 Est. Cost $98236.68 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.3%
Value ($000) $739,282 Shares 14,130 Est. Cost $48240.83 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $699,695 Shares 2,170 Est. Cost $15.82 Unrealized +5.1%
ETFS GOLD TR SH 0.2%
Value ($000) $683,511 Shares 5,769 Est. Cost $120596.94 Unrealized
VALU VALUE LINE INC 0.2%
Value ($000) $680,997 Shares 42,669 Est. Cost $15.50 Unrealized +4.4%
BE AEROSPACE INC 0.2%
Value ($000) $651,794 Shares 7,765 Est. Cost $83939.98 Unrealized
UNITED STATES STEEL CORP 0.2%
Value ($000) $651,789 Shares 16,640 Est. Cost $27527.61 Unrealized
VMWARE INC CL A 0.2%
Value ($000) $599,168 Shares 6,385 Est. Cost $95861.00 Unrealized
GT ADVANCED TECHNOLOGIES INC 0.2%
Value ($000) $592,166 Shares 52,200 Est. Cost $11344.18 Unrealized
CHINA MOBILE LIMITED 0.2%
Value ($000) $587,500 Shares 10,000 Est. Cost $50638.00 Unrealized
WHOLE FOODS MARKET INC 0.2%
Value ($000) $551,452 Shares 14,470 Est. Cost $38518.59 Unrealized
NATIONAL BK OF GREECE S A 0.2%
Value ($000) $538,941 Shares 179,050 Est. Cost $4530.65 Unrealized
DIS WALT DISNEY CO 0.2%
Value ($000) $531,509 Shares 5,970 Est. Cost $69.69 Unrealized +13.8%
GOOGLE INC 0.2%
Value ($000) $501,325 Shares 852 Est. Cost $771118.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $460,421 Shares 3,333 Est. Cost $126.91 Unrealized +5.0%
EWW ISHARES MEXICO 0.2%
Value ($000) $440,078 Shares 6,403 Est. Cost $68254.04 Unrealized
XLY SELECT SECTOR SPDR TR CONSUMER 0.2%
Value ($000) $431,484 Shares 6,470 Est. Cost $66689.95 Unrealized
SAP SAP AG 0.1%
Value ($000) $376,675 Shares 5,220 Est. Cost $72159.96 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $371,752 Shares 7,167 Est. Cost $33.53 Unrealized +11.6%
BARCLAYS BK PLC 0.1%
Value ($000) $364,164 Shares 24,170 Est. Cost $21282.81 Unrealized
PACWEST BANCORP DEL 0.1%
Value ($000) $354,578 Shares 8,600 Est. Cost $42220.00 Unrealized
YOUKU TUDOU INC 0.1%
Value ($000) $345,946 Shares 19,305 Est. Cost $27690.70 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.1%
Value ($000) $336,282 Shares 6,225 Est. Cost $37.86 Unrealized +10.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $333,987 Shares 4,640 Est. Cost $42.14 Unrealized +1.8%
COP CONOCOPHILIPS 0.1%
Value ($000) $329,036 Shares 4,300 Est. Cost $48.40 Unrealized +17.1%
SOLARCITY CORP 0.1%
Value ($000) $292,338 Shares 4,905 Est. Cost $67942.51 Unrealized
ITB ISHARES DJ US HOME CONSTRUCTION 0.1%
Value ($000) $276,627 Shares 12,300 Est. Cost $22490.00 Unrealized
NFLX NEXTFLIX COM INC 0.1%
Value ($000) $270,708 Shares 600 Est. Cost $5.73 Unrealized +13.3%
AMERICAN MOVIL-SAB DE CV 0.1%
Value ($000) $265,255 Shares 10,526 Est. Cost $25199.98 Unrealized
WMT WALMART STORES 0.1%
Value ($000) $265,198 Shares 3,468 Est. Cost $20.53 Unrealized -1.1%
ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $256,003 Shares 18,700 Est. Cost $14930.00 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $250,640 Shares 2,000 Est. Cost $95.15 Unrealized +2.1%
RENREN INC 0.1%
Value ($000) $246,992 Shares 71,800 Est. Cost $3348.79 Unrealized
BP BP PLC 0.1%
Value ($000) $246,120 Shares 5,600 Est. Cost $43950.00 Unrealized
IXJ ISHARES S&P GLOBAL HEALTHCARE 0.1%
Value ($000) $241,319 Shares 2,470 Est. Cost $97700.00 Unrealized
DVY ISHARES SELECT DIVID ETF 0.1%
Value ($000) $239,454 Shares 3,242 Est. Cost $73859.96 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $236,274 Shares 14,450 Est. Cost $16351.14 Unrealized
GOOGLE INC 0.1%
Value ($000) $233,670 Shares 423 Est. Cost $575280.06 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $233,554 Shares 18,000 Est. Cost $16670.35 Unrealized
FMX FOMENTO ECONOMICO MEXICANOS 0.1%
Value ($000) $230,125 Shares 2,500 Est. Cost $123050.41 Unrealized
MICHAEL KORS HOLDINGS LTD 0.1%
Value ($000) $229,436 Shares 4,949 Est. Cost $90572.44 Unrealized
TSLA TELSA MOTORS INC 0.1%
Value ($000) $229,333 Shares 945 Est. Cost $16.50 Unrealized 0.0%
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $228,544 Shares 1,310 Est. Cost $93.21 Unrealized +3.9%
AAL AMERICAN AIRLINES GROUP 0.1%
Value ($000) $227,072 Shares 6,400 Est. Cost $32.09 Unrealized +15.8%
TWITTER INC 0.1%
Value ($000) $225,405 Shares 4,370 Est. Cost $51580.09 Unrealized
VNQ VANGUARD INDEX REIT 0.1%
Value ($000) $215,193 Shares 2,995 Est. Cost $71850.75 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $214,976 Shares 6,400 Est. Cost $20.81 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $213,907 Shares 6,070 Est. Cost $10.85 Unrealized +9.7%
PFF ISHARES TR S&P US PFD STK INDEX 0.1%
Value ($000) $209,258 Shares 5,295 Est. Cost $39519.93 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $204,054 Shares 4,950 Est. Cost $34.29 Unrealized -2.0%
JNJ JOHSON & JOHNSON 0.1%
Value ($000) $201,718 Shares 4,300 Est. Cost $67.05 Unrealized +12.7%
VALE VALE S A 0.1%
Value ($000) $193,556 Shares 17,580 Est. Cost $14706.50 Unrealized
ISHARES TR REAL ESTATE CAPPED 0.1%
Value ($000) $176,850 Shares 15,000 Est. Cost $11790.00 Unrealized
LXU LSB INDUSTRIES INC 0.1%
Value ($000) $174,769 Shares 19,615 Est. Cost $29.76 Unrealized 0.0%
SAN BANCO SANTANDER SA 0.1%
Value ($000) $159,714 Shares 16,812 Est. Cost $10402.96 Unrealized
RITE AID CORP 0.0%
Value ($000) $135,520 Shares 28,000 Est. Cost $6270.00 Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $106,638 Shares 11,855 Est. Cost $25610.04 Unrealized
APOLLO INVESTMENT CORP 0.0%
Value ($000) $100,287 Shares 12,275 Est. Cost $8170.02 Unrealized
POTIGAL TELECOMM 0.0%
Value ($000) $50,160 Shares 24,000 Est. Cost $2090.00 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $48,875 Shares 11,500 Est. Cost $4.78 Unrealized 0.0%
YINGLI GREEN ENERGY HOLDINGS 0.0%
Value ($000) $43,540 Shares 14,000 Est. Cost $3740.00 Unrealized
OI SA 0.0%
Value ($000) $36,400 Shares 52,000 Est. Cost $700.00 Unrealized
CHINA TECHFAITH WIRELESS 0.0%
Value ($000) $13,000 Shares 10,000 Est. Cost $1300.00 Unrealized