IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 7, 2015

Total Value ($000): $275,129,806 (100.0% shares, 0.0% debt)

Holdings (131)

PBR PETROLEO BRASILEIRO SA ADR 10.3%
Value ($000) $28,374,556 Shares 3,135,310 Est. Cost $10899.02 Unrealized
MD MEDNAX INC COM 8.2%
Value ($000) $22,549,820 Shares 304,275 Est. Cost $54.02 Unrealized +33.2%
AIR TRANS SVCS GROUP INC COM 6.8%
Value ($000) $18,711,852 Shares 1,783,780 Est. Cost $8073.38 Unrealized
FLEX FLEXTRONICS INTL LTD ORD 6.5%
Value ($000) $17,982,448 Shares 1,589,960 Est. Cost $6.18 Unrealized +48.8%
MENS WEARHOUSE INC COM 4.5%
Value ($000) $12,331,873 Shares 192,475 Est. Cost $33676.53 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $10,513,625 Shares 83,824 Est. Cost $18.19 Unrealized +56.9%
JUNIPER NETWORKS INC COM 3.1%
Value ($000) $8,572,048 Shares 330,075 Est. Cost $45235.91 Unrealized
NVR NVR INC 3.0%
Value ($000) $8,324,080 Shares 6,212 Est. Cost $957.90 Unrealized +40.9%
MU MICRON TECHNOLOGY INC COM 2.9%
Value ($000) $8,091,686 Shares 429,495 Est. Cost $26.01 Unrealized 0.0%
TEX TEREX CORP 2.9%
Value ($000) $7,936,620 Shares 341,360 Est. Cost $34.71 Unrealized -24.0%
JOHNSON CTLS INC COM 2.2%
Value ($000) $5,969,851 Shares 120,530 Est. Cost $59927.95 Unrealized
CAR AVIS BUDGET GROUP INC COM 2.0%
Value ($000) $5,383,931 Shares 122,140 Est. Cost $54.28 Unrealized -7.7%
NVDA NVIDIA CORP COM 1.9%
Value ($000) $5,187,375 Shares 257,950 Est. Cost $0.37 Unrealized +42.3%
PEABODY ENERGY CORP COM 1.4%
Value ($000) $3,818,210 Shares 1,743,475 Est. Cost $6879.52 Unrealized
EMC CORP COM 1.3%
Value ($000) $3,692,225 Shares 139,910 Est. Cost $25150.00 Unrealized
FLR FLUOR CORP NEW COM 1.3%
Value ($000) $3,533,117 Shares 66,650 Est. Cost $61.42 Unrealized -15.2%
TSM TAIWAN SEMICONDUCTOR MFG CO ADR 1.3%
Value ($000) $3,524,024 Shares 155,175 Est. Cost $17649.71 Unrealized
META FACEBOOK INC A 1.2%
Value ($000) $3,362,331 Shares 39,204 Est. Cost $77.38 Unrealized +4.8%
TBT PROSHARES TRUST ULTRASHORT 20+ YEAR USD 1.1%
Value ($000) $3,014,448 Shares 60,537 Est. Cost $60619.63 Unrealized
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $2,786,038 Shares 163,692 Est. Cost $12.90 Unrealized +1.8%
PRICELINE GRP INC COM NEW 1.0%
Value ($000) $2,679,238 Shares 2,327 Est. Cost $1156221.80 Unrealized
GLD SPDR GOLD TRUST 0.9%
Value ($000) $2,573,722 Shares 22,904 Est. Cost $116771.57 Unrealized
BARCLAYS BANK PLC ADR 0.9%
Value ($000) $2,509,420 Shares 109,370 Est. Cost $22944.32 Unrealized
C CITIGROUP INC 0.9%
Value ($000) $2,465,096 Shares 44,626 Est. Cost $37.18 Unrealized +9.1%
ROYAL BK OF SCOTLAND 6 3/4% ADR PFD 06 PEPT Q 0.8%
Value ($000) $2,338,105 Shares 103,820 Est. Cost $21993.25 Unrealized
POWERSHARES QQQ TRUST SERIES I 0.8%
Value ($000) $2,318,601 Shares 21,655 Est. Cost $98729.66 Unrealized
SWKS Skyworks Solutions 0.8%
Value ($000) $2,206,920 Shares 21,200 Est. Cost $81.63 Unrealized 0.0%
CX CEMEX ADR REPR 10 CPO 0.8%
Value ($000) $2,154,698 Shares 235,229 Est. Cost $11581.06 Unrealized
EWG ISHARES MSCI GERMANY INDEX ETF 0.8%
Value ($000) $2,153,730 Shares 77,250 Est. Cost $28776.97 Unrealized
MGA MAGNA INTERNATIONAL INC COM 0.8%
Value ($000) $2,135,066 Shares 38,065 Est. Cost $40.48 Unrealized +1.1%
LXU LSB INDUSTRIES INC COM 0.7%
Value ($000) $2,060,786 Shares 50,460 Est. Cost $27.69 Unrealized +18.2%
HCA HCA HOLDINGS INC 0.7%
Value ($000) $1,941,408 Shares 21,400 Est. Cost $72.42 Unrealized +2.8%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.7%
Value ($000) $1,883,915 Shares 30,588 Est. Cost $62119.60 Unrealized
GLW CORNING INC 0.7%
Value ($000) $1,859,651 Shares 94,255 Est. Cost $12.24 Unrealized +31.6%
DIS WALT DISNEY CO 0.7%
Value ($000) $1,832,518 Shares 16,055 Est. Cost $93.07 Unrealized +7.4%
GENERAL ELECTRIC CO 0.6%
Value ($000) $1,723,197 Shares 64,855 Est. Cost $26233.29 Unrealized
SPY SPDR S&P 500 ETF TRUST UNITS SERIES 1 0.6%
Value ($000) $1,564,666 Shares 7,601 Est. Cost $197718.31 Unrealized
RITE AID 0.6%
Value ($000) $1,529,720 Shares 183,200 Est. Cost $8212.40 Unrealized
DXJ WISDOMTREE JAP HEDG EQ FD 0.5%
Value ($000) $1,477,533 Shares 25,831 Est. Cost $51381.29 Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.5%
Value ($000) $1,460,823 Shares 124,750 Est. Cost $11.81 Unrealized +2.6%
BIDU Baidu A ADR 0.5%
Value ($000) $1,433,376 Shares 7,200 Est. Cost $217097.78 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,420,583 Shares 26,496 Est. Cost $40.92 Unrealized 0.0%
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 0.5%
Value ($000) $1,374,282 Shares 11,700 Est. Cost $126393.08 Unrealized
VLO Valero Energy 0.5%
Value ($000) $1,342,770 Shares 21,450 Est. Cost $36.56 Unrealized +6.5%
MSFT MICROSOFT CORP SHS 0.5%
Value ($000) $1,331,123 Shares 30,150 Est. Cost $32.74 Unrealized +20.0%
HAL HALLIBURTON CO 0.5%
Value ($000) $1,299,939 Shares 30,182 Est. Cost $37.52 Unrealized 0.0%
ROYAL BANK OF SCOTLAND GROUP ADR 5 3/4% SIES L 0.5%
Value ($000) $1,279,465 Shares 58,250 Est. Cost $22208.88 Unrealized
QLD PROSHARES TRUST SHS ULTRA QQQ PROSHARES ETF 0.4%
Value ($000) $1,187,333 Shares 16,230 Est. Cost $100685.07 Unrealized
SYNTEL INC COM 0.4%
Value ($000) $1,092,515 Shares 23,010 Est. Cost $65283.81 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $1,079,733 Shares 35,500 Est. Cost $19.63 Unrealized +27.8%
MCK Mckesson Corp 0.4%
Value ($000) $1,079,088 Shares 4,800 Est. Cost $213.12 Unrealized 0.0%
AMERICAN CAPITAL AGENCY CORP 0.4%
Value ($000) $1,047,862 Shares 57,038 Est. Cost $20627.97 Unrealized
LEN LENNAR CORP A 0.4%
Value ($000) $1,031,001 Shares 20,200 Est. Cost $41.35 Unrealized +0.9%
EWP Ishares Msci Spain Capped Etf 0.4%
Value ($000) $1,025,288 Shares 30,560 Est. Cost $34689.40 Unrealized
Bofi Holding 0.4%
Value ($000) $1,011,116 Shares 9,565 Est. Cost $86764.80 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,007,404 Shares 16,085 Est. Cost $54.90 Unrealized -8.4%
EWQ Ishares Msci France Etf 0.4%
Value ($000) $977,740 Shares 38,000 Est. Cost $25730.00 Unrealized
GOOGLE INC C 0.3%
Value ($000) $939,000 Shares 1,804 Est. Cost $532639.75 Unrealized
FEZ Spdr Is Eur Stoxx 50 Etf sbi 0.3%
Value ($000) $932,007 Shares 24,900 Est. Cost $37430.00 Unrealized
WHOLE FOODS MARKET INC 0.3%
Value ($000) $896,471 Shares 22,730 Est. Cost $42497.43 Unrealized
OWENS ILLINOIS INC 0.3%
Value ($000) $865,985 Shares 37,750 Est. Cost $23048.81 Unrealized
EWW ISHARES MSCI MEXICO INVESTAB ETF 0.3%
Value ($000) $852,824 Shares 14,933 Est. Cost $62792.04 Unrealized
SOLARCITY CORP 0.3%
Value ($000) $832,435 Shares 15,545 Est. Cost $56097.77 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $803,935 Shares 1,852 Est. Cost $15.72 Unrealized +33.0%
GM GENERAL MOTORS CO 0.3%
Value ($000) $797,987 Shares 23,942 Est. Cost $27.19 Unrealized +2.4%
GILD Gilead Sciences 0.3%
Value ($000) $793,685 Shares 6,779 Est. Cost $71.30 Unrealized +6.6%
WAL WESTERN ALLIANCE BANCORP 0.3%
Value ($000) $789,984 Shares 23,400 Est. Cost $24.19 Unrealized +14.4%
YOUKU TUDOU INC SP ADR REPR 18 SHS A 0.3%
Value ($000) $772,818 Shares 31,505 Est. Cost $22917.31 Unrealized
IAT ISHARES SHS DJ US REG BKINDX FD ETF 0.3%
Value ($000) $741,353 Shares 20,250 Est. Cost $36610.02 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOG IND FD 0.3%
Value ($000) $704,733 Shares 1,910 Est. Cost $368970.16 Unrealized
IYF ISHARES T DOW JONES U.S. FIN SEC IN 0.3%
Value ($000) $694,588 Shares 7,740 Est. Cost $82218.48 Unrealized
NATIONAL BANK OF GREECE 9% 08-PERP PFD SIES A 0.2%
Value ($000) $674,173 Shares 104,825 Est. Cost $17165.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CLASS B 0.2%
Value ($000) $671,431 Shares 4,933 Est. Cost $132.98 Unrealized +7.3%
LUV SOUTHWEST AIRLINES CO 0.2%
Value ($000) $664,944 Shares 20,095 Est. Cost $36.00 Unrealized -3.9%
AAL AMERICAN AIRLINES GROUP INC 0.2%
Value ($000) $655,733 Shares 16,420 Est. Cost $47.03 Unrealized -7.8%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $620,640 Shares 258,600 Est. Cost $2.81 Unrealized -13.9%
REGN Regeneron Pharmaceuticals 0.2%
Value ($000) $612,156 Shares 1,200 Est. Cost $485.93 Unrealized 0.0%
PACWEST BANCORP 0.2%
Value ($000) $609,704 Shares 13,039 Est. Cost $43323.03 Unrealized
GOOGLE INC A 0.2%
Value ($000) $497,377 Shares 921 Est. Cost $552726.40 Unrealized
UNITED STATES STEEL CORP 0.2%
Value ($000) $458,589 Shares 22,240 Est. Cost $27244.16 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $452,243 Shares 11,528 Est. Cost $29.90 Unrealized -2.9%
UNILEVER PLC SPON ADR 0.2%
Value ($000) $449,662 Shares 10,467 Est. Cost $40543.26 Unrealized
Ishares Msci Italy Capped Etf 0.2%
Value ($000) $446,700 Shares 30,000 Est. Cost $14890.00 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $444,418 Shares 4,560 Est. Cost $67.83 Unrealized +9.8%
Etfs Gold 0.2%
Value ($000) $441,172 Shares 3,850 Est. Cost $120596.94 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $403,073 Shares 7,167 Est. Cost $33.53 Unrealized +23.4%
VALU VALUE LINE INC 0.1%
Value ($000) $386,593 Shares 37,244 Est. Cost $15.52 Unrealized -11.1%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $372,943 Shares 6,073 Est. Cost $48.36 Unrealized -4.1%
UAA UNDER ARMOUR INC CL A COM 0.1%
Value ($000) $367,136 Shares 4,400 Est. Cost $36.78 Unrealized +10.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $366,626 Shares 4,070 Est. Cost $42.14 Unrealized +23.3%
UNH Unitedhealth Group 0.1%
Value ($000) $366,000 Shares 3,000 Est. Cost $99.59 Unrealized 0.0%
IEP ICAHN ENTERPRISES LP UNITS REPR UNITS OF LP INT 0.1%
Value ($000) $365,091 Shares 4,210 Est. Cost $92350.49 Unrealized
XLY Consumer Discret.select Sector Spdr 0.1%
Value ($000) $359,456 Shares 4,700 Est. Cost $70664.80 Unrealized
NFLX Netflix 0.1%
Value ($000) $351,463 Shares 535 Est. Cost $5.64 Unrealized +48.4%
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $350,675 Shares 10,025 Est. Cost $34980.05 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $344,153 Shares 3,620 Est. Cost $72.15 Unrealized +2.8%
UNITED STS OIL FD LP UNITS 0.1%
Value ($000) $334,183 Shares 16,810 Est. Cost $19880.01 Unrealized
BARCLAYS BANK PLC NON CUM 8 1/8% SIES 5 ADR 0.1%
Value ($000) $329,875 Shares 19,370 Est. Cost $20953.49 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $329,809 Shares 5,950 Est. Cost $46.41 Unrealized -4.7%
ISHARES MSCI RUSSIA CAPPED ETF 0.1%
Value ($000) $329,045 Shares 23,320 Est. Cost $14109.99 Unrealized
T AT&T INC COM 0.1%
Value ($000) $313,286 Shares 8,820 Est. Cost $11.40 Unrealized +7.1%
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $312,600 Shares 6,000 Est. Cost $50430.00 Unrealized
BABA ALIBABA GROUP HOLDING LTD SP ADR REPR 1 SHARE 0.1%
Value ($000) $308,549 Shares 3,750 Est. Cost $83240.00 Unrealized
IEV ISHARES S&P EUROPE 350 ETF 0.1%
Value ($000) $307,641 Shares 7,035 Est. Cost $47317.77 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.1%
Value ($000) $306,793 Shares 4,082 Est. Cost $79160.05 Unrealized
SAP SAP AG SPONSORED ADR 0.1%
Value ($000) $304,448 Shares 4,335 Est. Cost $71636.66 Unrealized
HAS HASBRO INC 0.1%
Value ($000) $299,160 Shares 4,000 Est. Cost $41.19 Unrealized +22.2%
BP BP PLC ADR 0.1%
Value ($000) $297,702 Shares 7,450 Est. Cost $42502.28 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 0.1%
Value ($000) $290,379 Shares 2,150 Est. Cost $96.15 Unrealized +25.0%
WISDOMTREE TR KOREA HEDGED EQUITY FD 0.1%
Value ($000) $269,439 Shares 12,850 Est. Cost $20968.02 Unrealized
GLAXOSMITHKLINE PLC SPON ADR 0.1%
Value ($000) $254,898 Shares 6,120 Est. Cost $45326.47 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $245,985 Shares 3,468 Est. Cost $20.53 Unrealized +1.7%
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $242,228 Shares 1,400 Est. Cost $94.80 Unrealized +14.1%
NATIONAL BANK OF GREECE SA ADR 0.1%
Value ($000) $241,028 Shares 229,550 Est. Cost $3527.63 Unrealized
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $238,434 Shares 9,800 Est. Cost $30860.00 Unrealized
FMX FOMENTO ECONOMICO MEX S A B DE C V 0.1%
Value ($000) $222,725 Shares 2,500 Est. Cost $123050.41 Unrealized
FXI ISHARES TR CHINA LARGE CAP ETF 0.1%
Value ($000) $205,145 Shares 4,450 Est. Cost $41619.98 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $202,771 Shares 13,490 Est. Cost $15931.21 Unrealized
SAN BANCO SANTANDER SA ADR 0.1%
Value ($000) $171,633 Shares 24,484 Est. Cost $9527.33 Unrealized
ARCELORMITTAL SA NY REGISTERED A 0.1%
Value ($000) $162,324 Shares 16,700 Est. Cost $14930.00 Unrealized
TRUECAR INC 0.1%
Value ($000) $154,503 Shares 12,886 Est. Cost $11989.99 Unrealized
RENREN INC ADR 0.1%
Value ($000) $143,262 Shares 37,800 Est. Cost $3348.79 Unrealized
BSBR BANCO SANTANDER (BRASIL) SA ADR REPR 1 UNIT 0.0%
Value ($000) $136,000 Shares 25,000 Est. Cost $5440.00 Unrealized
FORTRESS INVESTMENT GROUP LLC A 0.0%
Value ($000) $105,850 Shares 14,500 Est. Cost $8020.00 Unrealized
APOLLO INVESTMENT CORP 0.0%
Value ($000) $88,967 Shares 12,566 Est. Cost $8153.37 Unrealized
VALE VALE SA-SP ADR 0.0%
Value ($000) $88,173 Shares 14,970 Est. Cost $14706.50 Unrealized
GGB GERDAU SA SPON ADR 0.0%
Value ($000) $72,300 Shares 30,000 Est. Cost $2410.00 Unrealized
MARATHON PATENT GROUP INC 0.0%
Value ($000) $51,620 Shares 17,800 Est. Cost $6759.09 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $25,185 Shares 11,500 Est. Cost $4.78 Unrealized -45.1%
CHINA TECHFAITH WIRELESS S ADR 0.0%
Value ($000) $24,600 Shares 20,000 Est. Cost $1215.00 Unrealized
OI S A SPONSORED ADR REPSTG PFD 0.0%
Value ($000) $19,721 Shares 10,325 Est. Cost $1910.02 Unrealized