IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 29, 2016

Total Value ($000): $216,720,766 (100.0% shares, 0.0% debt)

Holdings (125)

AIR TRANS SVCS GROUP INC COM 7.9%
Value ($000) $17,101,224 Shares 1,696,550 Est. Cost $8073.38 Unrealized
AAPL APPLE INC COM 7.3%
Value ($000) $15,912,681 Shares 151,175 Est. Cost $21.73 Unrealized +18.4%
FLEX FLEXTRONICS INTL LTD ORD SHS 7.1%
Value ($000) $15,395,085 Shares 1,373,335 Est. Cost $6.18 Unrealized +36.7%
PBR PETROLEO BRASILEIRO SA 6.5%
Value ($000) $13,985,514 Shares 3,252,445 Est. Cost $10653.48 Unrealized
MU MICRON TECHNOLOGY INC COM 4.7%
Value ($000) $10,236,335 Shares 722,905 Est. Cost $22.26 Unrealized -29.9%
NVR NVR INC 4.7%
Value ($000) $10,206,316 Shares 6,212 Est. Cost $957.90 Unrealized +70.8%
CAR AVIS BUDGET GROUP INC COM 3.9%
Value ($000) $8,350,873 Shares 230,115 Est. Cost $48.15 Unrealized -16.9%
JOHNSON CTLS INC COM 3.1%
Value ($000) $6,810,840 Shares 172,470 Est. Cost $54336.14 Unrealized
DIS DISNEY WALT CO DISNEY COM 2.8%
Value ($000) $6,174,186 Shares 58,735 Est. Cost $97.94 Unrealized +4.4%
TSM TAIWAN SEMICONDUCTOR MFG CO 2.7%
Value ($000) $5,798,406 Shares 254,875 Est. Cost $18862.46 Unrealized
VIACOM INC NEW CL B 2.6%
Value ($000) $5,568,948 Shares 135,300 Est. Cost $43150.00 Unrealized
OWENS ILLINOIS INC 2.2%
Value ($000) $4,704,184 Shares 270,045 Est. Cost $21045.55 Unrealized
CIGNA CORP COM 2.1%
Value ($000) $4,467,455 Shares 30,530 Est. Cost $135020.02 Unrealized
TEX TEREX CORP NEW .01 PV 1.7%
Value ($000) $3,747,005 Shares 202,760 Est. Cost $34.71 Unrealized -43.1%
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 1.6%
Value ($000) $3,481,748 Shares 28,875 Est. Cost $122532.80 Unrealized
FLR FLUOR CORP NEW COM 1.5%
Value ($000) $3,147,213 Shares 66,650 Est. Cost $61.42 Unrealized -30.3%
WFC WELLS FARGO & CO NEW COM 1.4%
Value ($000) $3,094,042 Shares 56,887 Est. Cost $40.12 Unrealized +1.8%
KMX CARMAX INC COM 1.4%
Value ($000) $3,086,544 Shares 57,190 Est. Cost $62.65 Unrealized -8.9%
META FACEBOOK INC CL A 1.4%
Value ($000) $3,028,337 Shares 28,935 Est. Cost $77.38 Unrealized +31.8%
MENS WEARHOUSE INC COM 1.3%
Value ($000) $2,825,533 Shares 192,475 Est. Cost $33676.53 Unrealized
QLD PROSHARES TR PROSHARES ULTRA QQQ 1.2%
Value ($000) $2,544,754 Shares 32,460 Est. Cost $88943.46 Unrealized
C CITIGROUP INC COM NEW 1.1%
Value ($000) $2,427,110 Shares 46,833 Est. Cost $37.65 Unrealized +5.2%
SEDG SOLAREDGE TECHNOLOGIES INC COM 1.1%
Value ($000) $2,408,543 Shares 8,550 Est. Cost $21.46 Unrealized 0.0%
POWERSHARES QQQ TR UNIT SER 1 1.1%
Value ($000) $2,292,571 Shares 20,495 Est. Cost $98861.00 Unrealized
TBT PROSHARES TR PROSHARES ULTRASHORT 20+ YR TREAS NEW 1.0%
Value ($000) $2,229,589 Shares 50,592 Est. Cost $58717.11 Unrealized
BARCLAYS BK PLC SER 2 ADR REPSTG PREF SHS DIV RT 6.625% FREQ QTLY PERP MATY PERP CALL 09/15/[email protected] 1.0%
Value ($000) $2,215,328 Shares 85,600 Est. Cost $22944.32 Unrealized
DXJ WISDOMTREE TR JAPAN HEDGED EQUITY FD 1.0%
Value ($000) $2,165,259 Shares 43,236 Est. Cost $50658.41 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQUITY FD 1.0%
Value ($000) $2,147,188 Shares 39,903 Est. Cost $59557.95 Unrealized
BAC BANK AMER CORP COM 1.0%
Value ($000) $2,084,744 Shares 123,557 Est. Cost $12.95 Unrealized +4.7%
GLD SPDR GOLD TR GOLD SHS 0.9%
Value ($000) $2,042,288 Shares 20,129 Est. Cost $116771.57 Unrealized
GENERAL ELECTRIC CO COM 0.9%
Value ($000) $1,931,177 Shares 62,140 Est. Cost $29694.02 Unrealized
GLW CORNING INC COM 0.8%
Value ($000) $1,729,379 Shares 94,605 Est. Cost $12.24 Unrealized +13.2%
MGA MAGNA INTERNATIONAL INC COM 0.7%
Value ($000) $1,555,476 Shares 38,350 Est. Cost $40.48 Unrealized -14.7%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,549,018 Shares 1,991 Est. Cost $36.73 Unrealized 0.0%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,328,124 Shares 1,965 Est. Cost $16.27 Unrealized +93.8%
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $1,323,722 Shares 22,051 Est. Cost $42.71 Unrealized +15.7%
V VISA INC COM CL A 0.6%
Value ($000) $1,240,025 Shares 15,990 Est. Cost $69.04 Unrealized +4.5%
SPY SPDR S&P 500 ETF TR TR UNIT 0.6%
Value ($000) $1,232,017 Shares 6,043 Est. Cost $197718.31 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $1,161,023 Shares 8,779 Est. Cost $92.95 Unrealized +7.6%
SYNTEL INC COM 0.5%
Value ($000) $1,128,988 Shares 24,950 Est. Cost $63730.73 Unrealized
FXI ISHARES TR CHINA LARGE-CAP ETF 0.5%
Value ($000) $1,021,944 Shares 28,958 Est. Cost $36324.96 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $938,763 Shares 27,250 Est. Cost $19.63 Unrealized +35.7%
GM GENERAL MTRS CO COM 0.4%
Value ($000) $926,762 Shares 27,240 Est. Cost $26.81 Unrealized +3.4%
MD MEDNAX INC COM 0.4%
Value ($000) $919,398 Shares 12,830 Est. Cost $54.02 Unrealized +36.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $905,862 Shares 6,843 Est. Cost $133.98 Unrealized +0.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.4%
Value ($000) $891,228 Shares 11,600 Est. Cost $81.63 Unrealized -20.5%
ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM 0.4%
Value ($000) $888,000 Shares 4,800 Est. Cost $164.62 Unrealized +5.0%
JPM JP MORGAN CHASE & CO COM 0.4%
Value ($000) $869,248 Shares 13,162 Est. Cost $49.65 Unrealized +0.1%
AMERICAN CAP AGY CORP COM 0.4%
Value ($000) $869,117 Shares 50,120 Est. Cost $20627.97 Unrealized
EWG ISHARES INC MSCI GERMANY ETF 0.4%
Value ($000) $842,009 Shares 32,150 Est. Cost $28776.97 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $830,751 Shares 16,620 Est. Cost $54.06 Unrealized -26.0%
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $742,182 Shares 258,600 Est. Cost $2.81 Unrealized -20.4%
EWW ISHARES INC MSCI MEXICO CAPPED ETF 0.3%
Value ($000) $732,999 Shares 14,710 Est. Cost $62792.04 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $721,240 Shares 13,000 Est. Cost $32.74 Unrealized +40.3%
YAHOO INC COM 0.3%
Value ($000) $717,252 Shares 21,565 Est. Cost $28909.30 Unrealized
TESORO CORP COM 0.3%
Value ($000) $695,442 Shares 6,600 Est. Cost $105370.00 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.3%
Value ($000) $693,270 Shares 16,370 Est. Cost $46.06 Unrealized -10.2%
TSLA TESLA MTRS INC COM 0.3%
Value ($000) $684,269 Shares 2,851 Est. Cost $16.99 Unrealized -11.9%
WHOLE FOODS MKT INC COM 0.3%
Value ($000) $668,158 Shares 19,945 Est. Cost $42497.43 Unrealized
LEN LENNAR CORP CL A 0.3%
Value ($000) $656,702 Shares 13,420 Est. Cost $41.35 Unrealized +4.8%
UNH Unitedhealth Group 0.3%
Value ($000) $564,672 Shares 4,800 Est. Cost $100.39 Unrealized -1.1%
ALK Alaska Air Group 0.3%
Value ($000) $563,570 Shares 7,000 Est. Cost $73.15 Unrealized 0.0%
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.3%
Value ($000) $562,981 Shares 6,370 Est. Cost $82218.48 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $524,706 Shares 9,100 Est. Cost $39.98 Unrealized +1.2%
ETFS GOLD TR SH 0.2%
Value ($000) $475,537 Shares 4,595 Est. Cost $117823.36 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.2%
Value ($000) $470,528 Shares 7,790 Est. Cost $70582.04 Unrealized
BARCLAYS BK PLC SPON ADR PREF SHS SER 5 DIV RT 8.125% FREQ QRTLY PERP MATY PERP CALL 09/15/[email protected] 0.2%
Value ($000) $468,190 Shares 20,370 Est. Cost $21086.83 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $442,210 Shares 4,305 Est. Cost $67.83 Unrealized +11.9%
IAT ISHARES TR US REGIONAL BANKS INDEX FD ETF 0.2%
Value ($000) $419,520 Shares 12,000 Est. Cost $36506.90 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $412,168 Shares 2,340 Est. Cost $28.85 Unrealized 0.0%
PACWEST BANCORP DEL COM 0.2%
Value ($000) $411,131 Shares 9,539 Est. Cost $43323.03 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $408,458 Shares 5,240 Est. Cost $51.39 Unrealized 0.0%
KO COCA COLA COMPANY 0.2%
Value ($000) $387,250 Shares 9,000 Est. Cost $29.90 Unrealized +3.2%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $378,033 Shares 8,767 Est. Cost $40543.26 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $359,735 Shares 3,145 Est. Cost $9.99 Unrealized +14.4%
GLAXOSMITHKLINE PLC SPONS ADR 0.2%
Value ($000) $351,267 Shares 8,620 Est. Cost $43999.25 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 0.2%
Value ($000) $347,225 Shares 2,150 Est. Cost $96.15 Unrealized +38.2%
ALEXION PHARMACEUTICALS INC 0.2%
Value ($000) $343,350 Shares 1,800 Est. Cost $190750.00 Unrealized
HCA HCA HOLDINGS INC 0.2%
Value ($000) $340,150 Shares 5,000 Est. Cost $72.42 Unrealized -10.5%
WMT WAL MART STORES INC COM 0.2%
Value ($000) $326,453 Shares 5,298 Est. Cost $19.40 Unrealized -14.3%
T AT&T INC COM 0.2%
Value ($000) $325,863 Shares 9,470 Est. Cost $11.47 Unrealized +8.4%
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value ($000) $325,722 Shares 600 Est. Cost $538.82 Unrealized 0.0%
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $321,240 Shares 6,000 Est. Cost $50430.00 Unrealized
BABA ALIBABA GRP SP ADR REPR 1 SHS 0.1%
Value ($000) $296,563 Shares 3,650 Est. Cost $83240.00 Unrealized
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $293,436 Shares 3,800 Est. Cost $69.93 Unrealized 0.0%
LXU LSB INDUSTRIES INC COM 0.1%
Value ($000) $286,375 Shares 39,500 Est. Cost $27.69 Unrealized -70.2%
SANDERSON FARMS INC 0.1%
Value ($000) $279,072 Shares 3,600 Est. Cost $77520.00 Unrealized
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $271,745 Shares 6,775 Est. Cost $47317.77 Unrealized
HAS HASBRO INC -SHS 0.1%
Value ($000) $269,440 Shares 4,000 Est. Cost $41.19 Unrealized +27.1%
IXC ISHARES TR GLOBAL ENERGY ETF 0.1%
Value ($000) $261,080 Shares 9,325 Est. Cost $34980.05 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $260,513 Shares 1,335 Est. Cost $115.84 Unrealized 0.0%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.1%
Value ($000) $251,514 Shares 4,103 Est. Cost $92350.49 Unrealized
ISHARES INC MSCI RUSSIA CAPPED ETF 0.1%
Value ($000) $250,870 Shares 22,540 Est. Cost $14109.99 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $248,902 Shares 3,595 Est. Cost $44.54 Unrealized +4.8%
DVY ISHARES TR SELECT DIVID ETF FD 0.1%
Value ($000) $248,671 Shares 3,309 Est. Cost $72750.08 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $248,531 Shares 5,323 Est. Cost $48.36 Unrealized -20.6%
UAA UNDER ARMOUR INC CL A COM 0.1%
Value ($000) $241,830 Shares 3,000 Est. Cost $36.78 Unrealized +24.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $234,367 Shares 4,900 Est. Cost $46.41 Unrealized -21.3%
EWP ISHARES INC MSCI SPAIN CAPPED ETF 0.1%
Value ($000) $219,375 Shares 7,760 Est. Cost $34689.40 Unrealized
INOVALON HLDGS INC COM CL A 0.1%
Value ($000) $217,855 Shares 12,815 Est. Cost $17000.00 Unrealized
UNITED STS OIL FD LP UNITS 0.1%
Value ($000) $206,910 Shares 18,810 Est. Cost $19327.12 Unrealized
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $206,310 Shares 13,800 Est. Cost $26504.93 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $204,847 Shares 6,553 Est. Cost $42502.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $202,581 Shares 1,114 Est. Cost $151.14 Unrealized 0.0%
SAN BANCO SANTANDER SA ADR 0.1%
Value ($000) $199,227 Shares 40,852 Est. Cost $7250.22 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $193,303 Shares 2,415 Est. Cost $57.94 Unrealized 0.0%
FRPT FRESHPET INC COM 0.1%
Value ($000) $174,724 Shares 20,580 Est. Cost $14.08 Unrealized -38.2%
SXC SUNCOKE ENERGY INC COM 0.1%
Value ($000) $155,345 Shares 44,590 Est. Cost $4.79 Unrealized 0.0%
BARRICK GOLD CORP COM 0.1%
Value ($000) $132,770 Shares 18,000 Est. Cost $7321.31 Unrealized
BARCLAYS BK PLC SPON ADR REPSTG DOLLAR PREF SHS SER 3 DIV RT 7.1% PERP MATY PERP CALL 09/15/[email protected] 0.0%
Value ($000) $107,219 Shares 10,415 Est. Cost $10294.67 Unrealized
RITE AID 0.0%
Value ($000) $98,000 Shares 12,500 Est. Cost $8212.40 Unrealized
BSBR BANCO SANTANDER (BRASIL) SA -ADR- REPR 1 UNIT 0.0%
Value ($000) $97,250 Shares 25,000 Est. Cost $5440.00 Unrealized
RENREN INC SPONSORED ADR RESPTG CL A 0.0%
Value ($000) $91,264 Shares 24,800 Est. Cost $3680.00 Unrealized
ARCELORMITTAL SA LUXEMBOURG N Y REGISTRY SHS 0.0%
Value ($000) $83,134 Shares 19,700 Est. Cost $13299.03 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $77,131 Shares 11,393 Est. Cost $8.63 Unrealized 0.0%
FORTRESS INVESTMENT GROUP LLC -A- 0.0%
Value ($000) $73,805 Shares 14,500 Est. Cost $8020.00 Unrealized
SANCHEZ ENERGY CORP COM 0.0%
Value ($000) $73,270 Shares 17,000 Est. Cost $5392.35 Unrealized
APOLLO INVESTMENT CORP 0.0%
Value ($000) $65,595 Shares 12,566 Est. Cost $8153.37 Unrealized
CJESEUR C&J ENERGY SVCS LTD SHS 0.0%
Value ($000) $62,380 Shares 13,105 Est. Cost $3519.99 Unrealized
TECK TECK RES LTD CL B SUB VTG 0.0%
Value ($000) $61,760 Shares 16,000 Est. Cost $4.95 Unrealized 0.0%
GROUPON INC COM CL A 0.0%
Value ($000) $61,400 Shares 20,000 Est. Cost $3070.00 Unrealized
VALE VALE S A ADR 0.0%
Value ($000) $37,444 Shares 11,400 Est. Cost $14706.50 Unrealized
OI S A SPONSORED ADR NEW 0.0%
Value ($000) $35,577 Shares 58,323 Est. Cost $610.00 Unrealized
CLIFFS NAT RES INC COM 0.0%
Value ($000) $21,330 Shares 13,500 Est. Cost $1580.00 Unrealized
CHINA TECHFAITH WIRELESS S ADR 0.0%
Value ($000) $14,704 Shares 20,000 Est. Cost $1215.00 Unrealized