IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 2, 2015

Total Value ($000): $214,631,420 (100.0% shares, 0.0% debt)

Holdings (128)

AAPL APPLE INC 6.9%
Value ($000) $14,738,176 Shares 133,619 Est. Cost $21.21 Unrealized +23.9%
AIR TRANS SVCS GROUP INC COM 6.8%
Value ($000) $14,505,503 Shares 1,696,550 Est. Cost $8073.38 Unrealized
FLEX FLEXTRONICS INTL LTD ORD SHS 6.7%
Value ($000) $14,474,951 Shares 1,373,335 Est. Cost $6.18 Unrealized +31.4%
PBR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 6.6%
Value ($000) $14,169,886 Shares 3,257,445 Est. Cost $10653.48 Unrealized
MU MICRON TECHNOLOGY INC COM 5.0%
Value ($000) $10,829,117 Shares 722,905 Est. Cost $22.26 Unrealized -24.6%
CAR AVIS BUDGET GROUP INC COM 4.7%
Value ($000) $10,051,423 Shares 230,115 Est. Cost $48.15 Unrealized -14.4%
NVR NVR INC 4.4%
Value ($000) $9,474,667 Shares 6,212 Est. Cost $957.90 Unrealized +55.9%
MENS WEARHOUSE INC COM 3.8%
Value ($000) $8,184,037 Shares 192,475 Est. Cost $33676.53 Unrealized
JOHNSON CTLS INC COM 3.3%
Value ($000) $7,133,360 Shares 172,470 Est. Cost $54336.14 Unrealized
DIS WALT DISNEY 2.8%
Value ($000) $5,926,067 Shares 57,985 Est. Cost $97.89 Unrealized +1.9%
VIACOM INC NEW CL B 2.7%
Value ($000) $5,838,195 Shares 135,300 Est. Cost $43150.00 Unrealized
OWENS ILLINOIS INC 2.6%
Value ($000) $5,595,332 Shares 270,045 Est. Cost $21045.55 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 2.5%
Value ($000) $5,288,656 Shares 254,875 Est. Cost $18862.46 Unrealized
CIGNA CORP COM 1.9%
Value ($000) $4,122,161 Shares 30,530 Est. Cost $135020.02 Unrealized
TEX TEREX CORP NEW .01 PV 1.7%
Value ($000) $3,637,514 Shares 202,760 Est. Cost $34.71 Unrealized -37.2%
KMX CARMAX INC COM 1.6%
Value ($000) $3,392,511 Shares 57,190 Est. Cost $62.65 Unrealized 0.0%
META FACEBOOK INC -A- 1.4%
Value ($000) $2,932,448 Shares 32,619 Est. Cost $77.38 Unrealized +17.8%
WFC WELLS FARGO & CO. 1.3%
Value ($000) $2,874,932 Shares 55,987 Est. Cost $40.11 Unrealized +2.4%
FLR FLUOR CORP NEW COM 1.3%
Value ($000) $2,822,628 Shares 66,650 Est. Cost $61.42 Unrealized -30.9%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 1.2%
Value ($000) $2,544,121 Shares 46,553 Est. Cost $59557.95 Unrealized
GLD SPDR GOLD TRUST 1.1%
Value ($000) $2,452,864 Shares 22,954 Est. Cost $116771.57 Unrealized
BARCLAYS BANK PLC ADR 1.1%
Value ($000) $2,339,809 Shares 102,370 Est. Cost $22944.32 Unrealized
POWERSHARES QQQ TRUST SERIES I 1.0%
Value ($000) $2,064,710 Shares 20,290 Est. Cost $98729.66 Unrealized
TBT PROSHARES TR.-ULTRASH 20+ TREASURY 0.9%
Value ($000) $1,941,935 Shares 44,776 Est. Cost $60619.63 Unrealized
C CITIGROUP INC. 0.9%
Value ($000) $1,873,528 Shares 37,766 Est. Cost $37.18 Unrealized +9.6%
MGA MAGNA INTERNATIONAL INC COM 0.9%
Value ($000) $1,841,184 Shares 38,350 Est. Cost $40.48 Unrealized -5.6%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $1,801,936 Shares 115,657 Est. Cost $12.90 Unrealized +4.2%
CX CEMEX ADR REPR 10 CPO 0.8%
Value ($000) $1,635,716 Shares 234,008 Est. Cost $11581.06 Unrealized
GLW CORNING INC 0.8%
Value ($000) $1,619,638 Shares 94,605 Est. Cost $12.24 Unrealized +11.4%
DXJ WISDOMTREE-JAPAN HEDGED EQUITY 0.7%
Value ($000) $1,551,816 Shares 31,891 Est. Cost $50864.18 Unrealized
MSFT MICROSOFT 0.6%
Value ($000) $1,334,439 Shares 30,150 Est. Cost $32.74 Unrealized +18.9%
GOOGLE INC -A- 0.6%
Value ($000) $1,270,995 Shares 1,991 Est. Cost $598752.94 Unrealized
ROYAL BANK OF SCOTLAND GROUP -ADR- 5 3/4% SIES -L- 0.6%
Value ($000) $1,245,172 Shares 56,750 Est. Cost $22208.88 Unrealized
SPY SPDR S&P 500 ETF TRUST UNITS SERIES -1- 0.6%
Value ($000) $1,217,042 Shares 6,351 Est. Cost $197718.31 Unrealized
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 0.6%
Value ($000) $1,198,338 Shares 9,700 Est. Cost $126393.08 Unrealized
SYNTEL INC COM 0.5%
Value ($000) $1,130,485 Shares 24,950 Est. Cost $63730.73 Unrealized
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,005,864 Shares 1,965 Est. Cost $16.27 Unrealized +55.4%
INTC INTEL 0.5%
Value ($000) $1,002,155 Shares 33,250 Est. Cost $19.63 Unrealized +15.2%
QLD PROSHARES TRUST SHS ULTRA QQQ PROSHARES ETF 0.5%
Value ($000) $999,186 Shares 15,360 Est. Cost $100685.07 Unrealized
AMERICAN CAPITAL AGENCY CORP 0.5%
Value ($000) $993,979 Shares 53,160 Est. Cost $20627.97 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $988,789 Shares 17,396 Est. Cost $40.92 Unrealized +10.8%
MD MEDNAX INC COM 0.5%
Value ($000) $985,216 Shares 12,830 Est. Cost $54.02 Unrealized +49.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $976,836 Shares 11,600 Est. Cost $81.63 Unrealized -9.4%
SOLARCITY CORP 0.5%
Value ($000) $975,710 Shares 22,845 Est. Cost $51819.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CLASS -B- 0.4%
Value ($000) $853,859 Shares 6,548 Est. Cost $133.97 Unrealized +2.3%
QCOM QUALCOMM INC -SHS 01.10.2015 0.4%
Value ($000) $842,755 Shares 15,685 Est. Cost $54.90 Unrealized -19.6%
GM GENERAL MOTORS CO 0.4%
Value ($000) $823,629 Shares 27,436 Est. Cost $26.81 Unrealized -9.9%
EWG ISHARES-MSCI GERMANY INDEX 0.4%
Value ($000) $795,391 Shares 32,150 Est. Cost $28776.97 Unrealized
ULTA ULTA SALON COSMETICS & FRAGRANCE 0.4%
Value ($000) $784,080 Shares 4,800 Est. Cost $164.62 Unrealized 0.0%
EWW ISHARES MSCI MEXICO INVESTAB-ETF 0.4%
Value ($000) $758,448 Shares 14,710 Est. Cost $62792.04 Unrealized
HD HOME DEPOT 0.3%
Value ($000) $748,260 Shares 6,479 Est. Cost $90.45 Unrealized 0.0%
LUV SOUTHWEST AIRLINES 0.3%
Value ($000) $728,162 Shares 19,142 Est. Cost $36.00 Unrealized -9.1%
NATIONAL BANK OF GREECE 9% 08-PERP PFD SIES -A- 0.3%
Value ($000) $727,265 Shares 94,450 Est. Cost $17165.80 Unrealized
TSLA TESLA MOTORS INC 0.3%
Value ($000) $708,188 Shares 2,851 Est. Cost $16.99 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $696,060 Shares 6,000 Est. Cost $100.39 Unrealized +0.8%
RITE AID 0.3%
Value ($000) $664,362 Shares 109,450 Est. Cost $8212.40 Unrealized
LEN LENNAR 'A' 0.3%
Value ($000) $645,905 Shares 13,420 Est. Cost $41.35 Unrealized +7.9%
WHOLE FOODS MARKET INC -SHS 0.3%
Value ($000) $629,677 Shares 19,895 Est. Cost $42497.43 Unrealized
YAHOO INC 0.3%
Value ($000) $623,429 Shares 21,565 Est. Cost $28909.30 Unrealized
LXU LSB INDUSTRIES INC COM 0.3%
Value ($000) $605,140 Shares 39,500 Est. Cost $27.69 Unrealized -19.8%
V VISA 'A' 0.3%
Value ($000) $601,862 Shares 8,640 Est. Cost $66.38 Unrealized 0.0%
YOUKU TUDOU INC -SP.ADR REPR 18 SHS A 0.3%
Value ($000) $555,433 Shares 31,505 Est. Cost $22917.31 Unrealized
VALU VALUE LINE INC 0.3%
Value ($000) $545,535 Shares 36,369 Est. Cost $15.52 Unrealized -13.6%
IYF ISHARES T DOW JONES U.S. FIN SEC IN 0.2%
Value ($000) $535,781 Shares 6,370 Est. Cost $82218.48 Unrealized
AAL AMERICAN AIRLINES GROUP 0.2%
Value ($000) $525,758 Shares 13,540 Est. Cost $47.03 Unrealized -16.8%
FXI ISHARES CHINA LARGE-CAP ETF 0.2%
Value ($000) $512,603 Shares 14,452 Est. Cost $37363.22 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $510,783 Shares 9,100 Est. Cost $39.98 Unrealized 0.0%
BARCLAYS BANK PLC NON CUM 8 1/8% SIES 5 ADR 0.2%
Value ($000) $482,152 Shares 20,370 Est. Cost $21086.83 Unrealized
XLE SECTOR SPRD TRUST - ENERGY SELECT.SECTOR SPDR FUND 0.2%
Value ($000) $459,486 Shares 7,508 Est. Cost $70964.42 Unrealized
EWQ ISHARES MSCI FRANCE ETF 0.2%
Value ($000) $457,330 Shares 19,000 Est. Cost $25730.00 Unrealized
GENERAL ELECTRIC CO COM 0.2%
Value ($000) $447,655 Shares 17,750 Est. Cost $26233.29 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $444,792 Shares 258,600 Est. Cost $2.81 Unrealized -33.1%
BMY BRISTOL-MYERS SQUIBB CO -SHS 0.2%
Value ($000) $441,336 Shares 7,455 Est. Cost $44.54 Unrealized 0.0%
FEZ SPDR IS EUR STOXX 50 ETF -SBI- 0.2%
Value ($000) $440,050 Shares 13,000 Est. Cost $37430.00 Unrealized
JPM JPMORGAN CHASE 0.2%
Value ($000) $430,570 Shares 7,062 Est. Cost $49.62 Unrealized 0.0%
ISHARES MSCI ITALY CAPPED ETF 0.2%
Value ($000) $429,600 Shares 30,000 Est. Cost $14890.00 Unrealized
UAA UNDER ARMOUR INC CL A COM 0.2%
Value ($000) $425,832 Shares 4,400 Est. Cost $36.78 Unrealized +29.2%
JNJ JOHNSON & JOHNSON -SHS 0.2%
Value ($000) $425,676 Shares 4,560 Est. Cost $67.83 Unrealized +6.9%
ETFS GOLD 0.2%
Value ($000) $419,766 Shares 3,850 Est. Cost $120596.94 Unrealized
PACWEST BANCORP 0.2%
Value ($000) $408,365 Shares 9,539 Est. Cost $43323.03 Unrealized
HCA HCA HOLDINGS INC 0.2%
Value ($000) $390,518 Shares 5,050 Est. Cost $72.42 Unrealized +13.7%
KO COCA-COLA CO 0.2%
Value ($000) $385,152 Shares 9,600 Est. Cost $29.90 Unrealized -3.6%
IAT ISHARES US REGIONAL BANKS ETF 0.2%
Value ($000) $379,463 Shares 11,250 Est. Cost $36610.02 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $375,343 Shares 3,635 Est. Cost $9.99 Unrealized +7.5%
GPRO GOPRO 'A' 0.2%
Value ($000) $370,738 Shares 11,875 Est. Cost $49.19 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $357,518 Shares 8,767 Est. Cost $40543.26 Unrealized
UNITED STATES STEEL CORP 0.2%
Value ($000) $355,166 Shares 34,085 Est. Cost $21397.54 Unrealized
XLY CONSUMER DISCRET.SELECT SECTOR SPDR 0.2%
Value ($000) $349,022 Shares 4,700 Est. Cost $70664.80 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 0.1%
Value ($000) $310,826 Shares 2,150 Est. Cost $96.15 Unrealized +24.4%
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $296,640 Shares 6,000 Est. Cost $50430.00 Unrealized
HAS HASBRO INC -SHS 01.10.2015 0.1%
Value ($000) $288,560 Shares 4,000 Est. Cost $41.19 Unrealized +33.2%
T AT&T INC COM 0.1%
Value ($000) $287,356 Shares 8,820 Est. Cost $11.40 Unrealized +7.6%
UNITED STS OIL FD LP UNITS 0.1%
Value ($000) $276,131 Shares 18,810 Est. Cost $19327.12 Unrealized
ISHARES MSCI RUSSIA CAPPED ETF 0.1%
Value ($000) $273,636 Shares 22,540 Est. Cost $14109.99 Unrealized
FOOT LOCKER INC 0.1%
Value ($000) $273,486 Shares 3,800 Est. Cost $71970.00 Unrealized
IEP ICAHN ENTERPRISES LP UNITS REPR UNITS OF LP INT 0.1%
Value ($000) $272,704 Shares 4,069 Est. Cost $92350.49 Unrealized
IEV ISHARES S&P EUROPE 350-ETF 0.1%
Value ($000) $269,645 Shares 6,775 Est. Cost $47317.77 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $267,534 Shares 9,325 Est. Cost $34980.05 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $267,282 Shares 5,573 Est. Cost $48.36 Unrealized -23.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $258,149 Shares 2,620 Est. Cost $72.15 Unrealized +4.4%
WMT WAL-MART STORES INC -SHS 0.1%
Value ($000) $257,285 Shares 3,968 Est. Cost $20.33 Unrealized -7.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $245,447 Shares 3,070 Est. Cost $42.14 Unrealized +18.3%
DVY ISHARES TR SELECT DIVID ETF FD 0.1%
Value ($000) $240,730 Shares 3,309 Est. Cost $72750.08 Unrealized
GLAXOSMITHKLINE PLC-SPON ADR -SHS 0.1%
Value ($000) $235,314 Shares 6,120 Est. Cost $45326.47 Unrealized
EWP ISHARES MSCI SPAIN CAPPED ETF 0.1%
Value ($000) $230,162 Shares 7,760 Est. Cost $34689.40 Unrealized
FMX FOMENTO ECONOMICO MEX S A B DE C V NEW 0.1%
Value ($000) $223,125 Shares 2,500 Est. Cost $123050.41 Unrealized
ZOES KITCHEN INC COM 0.1%
Value ($000) $223,119 Shares 5,650 Est. Cost $39490.09 Unrealized
AMAT APPLIED MATERIALS INC -SHS 0.1%
Value ($000) $221,085 Shares 15,050 Est. Cost $14.74 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $220,850 Shares 5,000 Est. Cost $46.41 Unrealized -19.6%
WISDOMTREE TR KOREA HEDGED EQUITY FD 0.1%
Value ($000) $215,942 Shares 11,150 Est. Cost $20968.02 Unrealized
BABA ALIBABA GRP SP ADR REPR 1 SHS 0.1%
Value ($000) $215,168 Shares 3,650 Est. Cost $83240.00 Unrealized
FRPT FRESHPET INC -SHS 01.10.2015 0.1%
Value ($000) $201,338 Shares 19,175 Est. Cost $14.47 Unrealized 0.0%
BP BP PLC -ADR- 0.1%
Value ($000) $200,260 Shares 6,553 Est. Cost $42502.28 Unrealized
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $197,296 Shares 11,800 Est. Cost $28463.39 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $163,527 Shares 11,790 Est. Cost $15931.21 Unrealized
NATIONAL BANK OF GREECE S.A. -ADR- 0.1%
Value ($000) $133,483 Shares 289,550 Est. Cost $2892.17 Unrealized
SAN BANCO SANTANDER SA -ADR- 0.1%
Value ($000) $110,081 Shares 20,849 Est. Cost $9527.33 Unrealized
BARRICK GOLD CORPORATION -USD 0.0%
Value ($000) $91,215 Shares 12,500 Est. Cost $7297.20 Unrealized
ARCELORMITTAL SA NY REGISTERED -A- 0.0%
Value ($000) $86,005 Shares 16,700 Est. Cost $14930.00 Unrealized
CJESEUR C&J ENERGY SVCS LTD SHS 0.0%
Value ($000) $83,283 Shares 23,660 Est. Cost $3519.99 Unrealized
FORTRESS INVESTMENT GROUP LLC -A- 0.0%
Value ($000) $80,475 Shares 14,500 Est. Cost $8020.00 Unrealized
BSBR BANCO SANTANDER (BRASIL) SA -ADR- REPR 1 UNIT 0.0%
Value ($000) $78,750 Shares 25,000 Est. Cost $5440.00 Unrealized
APOLLO INVESTMENT CORP 0.0%
Value ($000) $68,862 Shares 12,566 Est. Cost $8153.37 Unrealized
SANCHEZ ENERGY CORP COM 0.0%
Value ($000) $61,500 Shares 10,000 Est. Cost $6150.00 Unrealized
VALE VALE SA-SP ADR -SHS 01.10.2015 0.0%
Value ($000) $47,880 Shares 11,400 Est. Cost $14706.50 Unrealized
OI S A SPONSORED ADR REPSTG PFD NEW 0.0%
Value ($000) $42,808 Shares 63,325 Est. Cost $877.21 Unrealized
FTEK FUEL TECH INC 0.0%
Value ($000) $21,965 Shares 11,500 Est. Cost $4.78 Unrealized -57.6%
CHINA TECHFAITH WIRELESS S ADR -SHS 0.0%
Value ($000) $11,594 Shares 20,000 Est. Cost $1215.00 Unrealized