IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 10, 2015

Total Value ($000): $256,264,977 (100.0% shares, 0.0% debt)

Holdings (122)

AIR TRANSPORT SERVICES GROUP 8.9%
Value ($000) $22,836,282 Shares 2,667,790 Est. Cost $8073.38 Unrealized
MD MEDNAX INC 8.2%
Value ($000) $21,050,217 Shares 318,412 Est. Cost $54.02 Unrealized +13.0%
FLEX FLEXTRONICS INTL LTD 7.9%
Value ($000) $20,209,303 Shares 1,807,630 Est. Cost $6.15 Unrealized +28.5%
PBR PETROLEO BRASILEIRO SA PETRO 7.0%
Value ($000) $18,034,723 Shares 2,470,510 Est. Cost $11743.04 Unrealized
AAPL APPLE INC 4.8%
Value ($000) $12,299,202 Shares 111,426 Est. Cost $18.19 Unrealized +32.4%
JUNIPER NETWORKS 4.1%
Value ($000) $10,586,264 Shares 474,295 Est. Cost $45235.91 Unrealized
MENS WEARHOUSE INC 3.4%
Value ($000) $8,710,795 Shares 197,300 Est. Cost $33676.53 Unrealized
CAR AVIS BUDGET GROUP INC 3.2%
Value ($000) $8,266,045 Shares 124,620 Est. Cost $54.35 Unrealized 0.0%
TEX TEREX CORP NEW 3.1%
Value ($000) $7,955,419 Shares 285,345 Est. Cost $36.56 Unrealized -21.8%
NVR NVR INC 3.0%
Value ($000) $7,803,744 Shares 6,119 Est. Cost $952.66 Unrealized +27.2%
KMX CARMAX INC 2.8%
Value ($000) $7,270,935 Shares 109,206 Est. Cost $48.67 Unrealized +13.9%
EBAY EBAY INC 2.6%
Value ($000) $6,669,918 Shares 118,851 Est. Cost $19.76 Unrealized +2.2%
JOHNSON CTLS INC 2.2%
Value ($000) $5,648,529 Shares 116,850 Est. Cost $60240.00 Unrealized
NVDA NVIDIA CORP 2.1%
Value ($000) $5,369,791 Shares 267,820 Est. Cost $0.36 Unrealized +28.1%
EMC CORP 1.9%
Value ($000) $4,991,859 Shares 167,850 Est. Cost $25150.00 Unrealized
PEABODY ENERGY CORPORATION 1.7%
Value ($000) $4,355,608 Shares 562,740 Est. Cost $15594.02 Unrealized
KSS KOHLS CORP 1.7%
Value ($000) $4,353,068 Shares 71,315 Est. Cost $54.39 Unrealized +6.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.7%
Value ($000) $4,238,996 Shares 189,410 Est. Cost $17440.00 Unrealized
GLW CORNING INC 1.4%
Value ($000) $3,590,265 Shares 156,575 Est. Cost $12.16 Unrealized +25.0%
FLR FLUOR CORP NEW 1.2%
Value ($000) $2,998,154 Shares 49,450 Est. Cost $65.00 Unrealized -12.9%
TBT PROSHARES TR 1.0%
Value ($000) $2,587,741 Shares 55,781 Est. Cost $64157.09 Unrealized
BARCLAYS BK PLC 1.0%
Value ($000) $2,537,153 Shares 110,070 Est. Cost $24437.04 Unrealized
GLD SPDR GOLD TR 1.0%
Value ($000) $2,480,701 Shares 21,841 Est. Cost $117129.59 Unrealized
BAC BANK OF AMERICA CORPORATION 0.9%
Value ($000) $2,304,983 Shares 128,842 Est. Cost $12.94 Unrealized +4.7%
ROYAL BK SCOTLAND GROUP PLC 0.9%
Value ($000) $2,236,002 Shares 98,620 Est. Cost $21954.48 Unrealized
C CITIGROUP INC 0.8%
Value ($000) $2,155,029 Shares 39,826 Est. Cost $37.09 Unrealized +6.6%
PRICELINE COM INC 0.8%
Value ($000) $2,108,248 Shares 1,849 Est. Cost $1154517.60 Unrealized
POWERSHARES QQQ TRUST 0.8%
Value ($000) $2,065,516 Shares 20,005 Est. Cost $97690.10 Unrealized
CX CEMEX SAB DE CV 0.7%
Value ($000) $1,711,400 Shares 167,949 Est. Cost $12446.09 Unrealized
NATIONAL BANK OF GREECE S A 0.7%
Value ($000) $1,691,050 Shares 119,750 Est. Cost $18244.87 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $1,641,034 Shares 64,940 Est. Cost $26228.47 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,421,370 Shares 30,600 Est. Cost $32.74 Unrealized +21.8%
QLD PROSHARES TR ULTRA QQQ 0.5%
Value ($000) $1,390,662 Shares 10,170 Est. Cost $121905.80 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,340,553 Shares 36,940 Est. Cost $19.63 Unrealized +35.6%
AMERICAN CAP AGY CORP 0.5%
Value ($000) $1,295,225 Shares 59,330 Est. Cost $20658.08 Unrealized
GM GENERAL MOTORS COMPANY 0.5%
Value ($000) $1,242,691 Shares 35,597 Est. Cost $27.15 Unrealized -9.8%
KLIC KULICKE & SOFFA INDS INC 0.5%
Value ($000) $1,213,628 Shares 83,930 Est. Cost $11.25 Unrealized +7.3%
SPY SPDR S&P 500 0.5%
Value ($000) $1,187,552 Shares 5,778 Est. Cost $195026.45 Unrealized
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,170,640 Shares 3,772 Est. Cost $15.72 Unrealized -0.9%
LXU LSB INDUSTRIES INC 0.5%
Value ($000) $1,156,363 Shares 36,780 Est. Cost $27.82 Unrealized -8.0%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY 0.4%
Value ($000) $1,129,086 Shares 20,300 Est. Cost $55620.00 Unrealized
CRUS CIRRUS LOGIC INC 0.4%
Value ($000) $1,092,823 Shares 46,365 Est. Cost $19.56 Unrealized +3.0%
SYNTEL INC 0.4%
Value ($000) $1,034,990 Shares 23,010 Est. Cost $65283.81 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,023,896 Shares 13,775 Est. Cost $55.52 Unrealized -3.9%
EWW ISHARES MEXICO CAPPED ETF 0.4%
Value ($000) $990,803 Shares 16,683 Est. Cost $62792.04 Unrealized
EWG ISHARES GERMANY 0.4%
Value ($000) $973,055 Shares 35,500 Est. Cost $27410.00 Unrealized
WHOLE FOODS MARKET INC 0.4%
Value ($000) $935,795 Shares 18,560 Est. Cost $41141.26 Unrealized
PROSHARES TR POWERSHARES SHORT S&P500 0.4%
Value ($000) $932,184 Shares 42,800 Est. Cost $21780.00 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.3%
Value ($000) $824,603 Shares 16,750 Est. Cost $48395.56 Unrealized
IYF ISHARES US FINANCIALS ETF 0.3%
Value ($000) $770,308 Shares 8,540 Est. Cost $82018.97 Unrealized
BIDU BAIDU COM INC 0.3%
Value ($000) $729,504 Shares 3,200 Est. Cost $227970.00 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $715,722 Shares 8,723 Est. Cost $31.27 Unrealized 0.0%
FXI ISHARES CHINA LARGE CAP ETF 0.3%
Value ($000) $712,534 Shares 17,120 Est. Cost $41619.98 Unrealized
UNITED STATES STEEL CORP 0.3%
Value ($000) $695,106 Shares 25,995 Est. Cost $27244.16 Unrealized
BE AEROSPACE INC 0.3%
Value ($000) $679,704 Shares 11,715 Est. Cost $75200.42 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $662,554 Shares 7,029 Est. Cost $71.85 Unrealized 0.0%
EWP ISHARES SPAIN 0.2%
Value ($000) $639,270 Shares 18,460 Est. Cost $34630.01 Unrealized
POWERSHARES GOLD DRAGON CHINA 0.2%
Value ($000) $612,700 Shares 22,000 Est. Cost $27850.00 Unrealized
DIS WALT DISNEY CO 0.2%
Value ($000) $598,577 Shares 6,355 Est. Cost $70.39 Unrealized +15.5%
PACWEST BANCORP DEL 0.2%
Value ($000) $592,753 Shares 13,039 Est. Cost $43323.03 Unrealized
CHINA MOBILE LIMITED 0.2%
Value ($000) $588,200 Shares 10,000 Est. Cost $50638.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $586,035 Shares 3,903 Est. Cost $129.46 Unrealized +11.5%
YOUKU TUDOU INC 0.2%
Value ($000) $534,389 Shares 30,005 Est. Cost $24167.17 Unrealized
IEV ISHARES EUROPE ETF 0.2%
Value ($000) $511,849 Shares 12,035 Est. Cost $47317.77 Unrealized
FIESTA RESTAURANT GROUP 0.2%
Value ($000) $486,400 Shares 8,000 Est. Cost $60800.00 Unrealized
KO COCA COLA COMPANY 0.2%
Value ($000) $469,824 Shares 11,128 Est. Cost $30.05 Unrealized 0.0%
SAP SAP AG 0.2%
Value ($000) $459,342 Shares 6,595 Est. Cost $71636.66 Unrealized
ETFS GOLD TR SH 0.2%
Value ($000) $446,023 Shares 3,850 Est. Cost $120596.94 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $434,103 Shares 5,564 Est. Cost $62.78 Unrealized +20.9%
JNJ JOHSON & JOHNSON 0.2%
Value ($000) $428,737 Shares 4,100 Est. Cost $67.05 Unrealized +15.3%
UNILEVER PLC 0.2%
Value ($000) $412,896 Shares 10,200 Est. Cost $40480.00 Unrealized
SOLARCITY CORP 0.2%
Value ($000) $409,389 Shares 7,655 Est. Cost $62746.94 Unrealized
COP CONOCOPHILIPS 0.2%
Value ($000) $397,095 Shares 5,750 Est. Cost $48.51 Unrealized +0.7%
WFC WELLS FARGO & CO 0.2%
Value ($000) $392,895 Shares 7,167 Est. Cost $33.53 Unrealized +15.6%
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $379,127 Shares 4,100 Est. Cost $92470.00 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.1%
Value ($000) $367,294 Shares 5,950 Est. Cost $46.41 Unrealized 0.0%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $358,033 Shares 1,935 Est. Cost $185029.97 Unrealized
BARCLAYS BK PLC 0.1%
Value ($000) $344,843 Shares 23,370 Est. Cost $21282.81 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.1%
Value ($000) $337,460 Shares 6,025 Est. Cost $37.86 Unrealized +8.6%
YUM YUM BRANDS INC 0.1%
Value ($000) $332,925 Shares 4,570 Est. Cost $42.14 Unrealized +0.2%
XLE SELECT SECTOR SPDR TR ENERGY 0.1%
Value ($000) $322,973 Shares 4,080 Est. Cost $79160.05 Unrealized
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $321,158 Shares 4,225 Est. Cost $80.10 Unrealized 0.0%
BOFI HOLDINGS INC 0.1%
Value ($000) $317,076 Shares 4,075 Est. Cost $77810.06 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $304,763 Shares 2,150 Est. Cost $96.15 Unrealized +13.8%
IWY ISHARES RUSSELL TOP 200 GROWH ETF 0.1%
Value ($000) $302,580 Shares 6,000 Est. Cost $50430.00 Unrealized
XME SPDR SER TR S&P METALS & MINING 0.1%
Value ($000) $302,428 Shares 9,800 Est. Cost $30860.00 Unrealized
NATIONAL BK OF GREECE S A 0.1%
Value ($000) $299,646 Shares 167,400 Est. Cost $4530.65 Unrealized
TSLA TELSA MOTORS INC 0.1%
Value ($000) $299,141 Shares 1,345 Est. Cost $16.24 Unrealized -3.8%
WMT WALMART STORES 0.1%
Value ($000) $297,832 Shares 3,468 Est. Cost $20.53 Unrealized +6.3%
UNP UNION PACIFIC 0.1%
Value ($000) $297,825 Shares 2,500 Est. Cost $89.46 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR CONSUMER 0.1%
Value ($000) $292,208 Shares 4,050 Est. Cost $66689.95 Unrealized
T AT&T INC 0.1%
Value ($000) $291,225 Shares 8,670 Est. Cost $11.14 Unrealized +6.0%
BP BP PLC 0.1%
Value ($000) $283,994 Shares 7,450 Est. Cost $42502.28 Unrealized
EOG EOG RESOURCES 0.1%
Value ($000) $276,210 Shares 3,000 Est. Cost $68.05 Unrealized 0.0%
DIREXION SHS ETF TR ENERGY BULL 3X 0.1%
Value ($000) $272,115 Shares 4,500 Est. Cost $60470.00 Unrealized
NFLX NEXTFLIX COM INC 0.1%
Value ($000) $269,872 Shares 790 Est. Cost $5.64 Unrealized -4.8%
BBY BEST BUY INC 0.1%
Value ($000) $249,472 Shares 6,400 Est. Cost $20.81 Unrealized +12.7%
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $246,075 Shares 25,500 Est. Cost $8.55 Unrealized +4.0%
KLX INC 0.1%
Value ($000) $241,601 Shares 5,857 Est. Cost $41249.96 Unrealized
MICHAEL KORS HOLDINGS LTD 0.1%
Value ($000) $238,063 Shares 3,170 Est. Cost $90572.44 Unrealized
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $238,018 Shares 1,307 Est. Cost $93.21 Unrealized +10.3%
EQT MIDSTREAM PARTNERSHIP 0.1%
Value ($000) $237,600 Shares 2,700 Est. Cost $88000.00 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $230,574 Shares 14,250 Est. Cost $16670.35 Unrealized
AMERICAN MOVIL-SAB DE CV 0.1%
Value ($000) $228,254 Shares 10,291 Est. Cost $25199.98 Unrealized
TWITTER INC 0.1%
Value ($000) $226,878 Shares 6,325 Est. Cost $46724.26 Unrealized
FMX FOMENTO ECONOMICO MEXICANOS 0.1%
Value ($000) $220,075 Shares 2,500 Est. Cost $123050.41 Unrealized
IXJ ISHARES S&P GLOBAL HEALTHCARE 0.1%
Value ($000) $216,045 Shares 2,170 Est. Cost $97700.00 Unrealized
RITE AID CORP 0.1%
Value ($000) $210,560 Shares 28,000 Est. Cost $6270.00 Unrealized
ARCELORMITTAL SA LUXEMBOURG 0.1%
Value ($000) $206,261 Shares 18,700 Est. Cost $14930.00 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $176,360 Shares 15,500 Est. Cost $11378.06 Unrealized
RENREN INC 0.1%
Value ($000) $170,178 Shares 67,800 Est. Cost $3348.79 Unrealized
SAN BANCO SANTANDER SA 0.1%
Value ($000) $167,758 Shares 20,139 Est. Cost $10060.50 Unrealized
CEMEX SAB DE CV 4 7/8% 0.1%
Value ($000) $155,137 Shares 150,000 Est. Cost $1034.25 Unrealized
VALE VALE S A 0.0%
Value ($000) $122,455 Shares 14,970 Est. Cost $14706.50 Unrealized
FORTRESS INVESTMENT GROUP 0.0%
Value ($000) $116,290 Shares 14,500 Est. Cost $8020.00 Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $106,928 Shares 11,855 Est. Cost $25610.04 Unrealized
MARATHON PATENT GROUP 0.0%
Value ($000) $101,040 Shares 12,000 Est. Cost $8420.00 Unrealized
APOLLO INVESTMENT CORP 0.0%
Value ($000) $93,240 Shares 12,556 Est. Cost $8153.37 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $44,045 Shares 11,500 Est. Cost $4.78 Unrealized -16.5%
PORTUGAL TELECOMM 0.0%
Value ($000) $25,440 Shares 24,000 Est. Cost $2090.00 Unrealized
YINGLI GREEN ENERGY HOLDINGS 0.0%
Value ($000) $23,500 Shares 10,000 Est. Cost $3740.00 Unrealized
CHINA TECHFAITH WIRELESS 0.0%
Value ($000) $22,600 Shares 20,000 Est. Cost $1215.00 Unrealized