IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $221,897,841 (100.0% shares, 0.0% debt)

Holdings (109)

PBR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 8.6%
Value ($000) $19,133,709 Shares 3,276,320 Est. Cost $10653.48 Unrealized
AIR TRANS SVCS GROUP INC COM 7.9%
Value ($000) $17,494,750 Shares 1,137,500 Est. Cost $8073.38 Unrealized
FLEX FLEXTRONICS INTL LTD ORD SHS 7.5%
Value ($000) $16,558,380 Shares 1,373,000 Est. Cost $6.18 Unrealized +30.0%
AAPL APPLE INC 7.1%
Value ($000) $15,740,990 Shares 144,426 Est. Cost $21.73 Unrealized +3.7%
CAR AVIS BUDGET GROUP INC COM 4.8%
Value ($000) $10,568,894 Shares 386,290 Est. Cost $39.18 Unrealized -33.7%
TAILORED BRANDS INC COM SHS 4.3%
Value ($000) $9,593,111 Shares 535,928 Est. Cost $17900.00 Unrealized
MU MICRON TECHNOLOGY INC COM 4.0%
Value ($000) $8,955,043 Shares 855,305 Est. Cost $20.50 Unrealized -46.8%
JOHNSON CTLS INC COM 3.0%
Value ($000) $6,721,156 Shares 172,470 Est. Cost $54336.14 Unrealized
OWENS ILLINOIS INC 2.9%
Value ($000) $6,525,964 Shares 408,895 Est. Cost $19318.63 Unrealized
TLT Ishares Trust-barclays 20+y Trbond 2.7%
Value ($000) $5,903,572 Shares 45,200 Est. Cost $125450.06 Unrealized
VIACOM INC NEW CL B 2.5%
Value ($000) $5,585,184 Shares 135,300 Est. Cost $43150.00 Unrealized
TEX TEREX CORP NEW 2.3%
Value ($000) $5,002,622 Shares 201,070 Est. Cost $34.71 Unrealized -39.7%
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 2.2%
Value ($000) $4,856,825 Shares 185,375 Est. Cost $18862.46 Unrealized
KMX CARMAX INC COM 2.0%
Value ($000) $4,494,245 Shares 87,950 Est. Cost $57.25 Unrealized -17.6%
MGA MAGNA INTERNATIONAL INC COM 1.9%
Value ($000) $4,166,261 Shares 96,980 Est. Cost $32.79 Unrealized -15.3%
FLR FLUOR CORP NEW COM 1.6%
Value ($000) $3,579,105 Shares 66,650 Est. Cost $61.42 Unrealized -30.1%
MD MEDNAX INC COM 1.6%
Value ($000) $3,532,452 Shares 54,665 Est. Cost $63.44 Unrealized +4.6%
FDX FEDEX CORP -SHS 1.4%
Value ($000) $3,060,926 Shares 18,811 Est. Cost $119.20 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 1.3%
Value ($000) $2,780,074 Shares 58,850 Est. Cost $30.76 Unrealized 0.0%
DIS WALT DISNEY COMPANY -DISNEY SERIES- 1.2%
Value ($000) $2,725,762 Shares 27,447 Est. Cost $97.94 Unrealized -9.1%
BARCLAYS BANK PLC ADR 1.1%
Value ($000) $2,466,408 Shares 96,950 Est. Cost $23236.49 Unrealized
TSLA TESLA MOTORS INC 1.1%
Value ($000) $2,460,837 Shares 10,710 Est. Cost $14.18 Unrealized -7.2%
GLD SPDR GOLD TRUST 1.1%
Value ($000) $2,406,567 Shares 20,459 Est. Cost $116785.40 Unrealized
POWERSHARES QQQ TRUST SERIES I 1.0%
Value ($000) $2,292,108 Shares 20,990 Est. Cost $99104.82 Unrealized
META FACEBOOK INC -A- 1.0%
Value ($000) $2,216,963 Shares 19,430 Est. Cost $77.38 Unrealized +35.4%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 1.0%
Value ($000) $2,213,000 Shares 42,623 Est. Cost $59070.56 Unrealized
ROYAL BANK OF SCOTLAND -ADR- SIES -T- USD 1.0%
Value ($000) $2,158,415 Shares 85,800 Est. Cost $25156.35 Unrealized
GENERAL ELECTRIC CO -SHS 0.9%
Value ($000) $1,971,425 Shares 62,014 Est. Cost $29694.02 Unrealized
CX CEMEX ADR REPR 10 CPO 0.8%
Value ($000) $1,886,044 Shares 259,072 Est. Cost $7280.00 Unrealized
EMBJ EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS 0.8%
Value ($000) $1,857,062 Shares 70,450 Est. Cost $26360.00 Unrealized
TBT PROSHARES TRUST PROSHARES ULTRASHORT 20+ YEAR USD 0.8%
Value ($000) $1,819,662 Shares 49,367 Est. Cost $58717.11 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $1,580,270 Shares 2,662 Est. Cost $19.44 Unrealized +46.0%
DXJ WT JPN HDG EQ - SHS BENEF INT -ETF 0.7%
Value ($000) $1,557,606 Shares 35,635 Est. Cost $50658.41 Unrealized
GOOGL ALPHABET INC A 0.6%
Value ($000) $1,386,189 Shares 1,817 Est. Cost $36.73 Unrealized -0.5%
C CITIGROUP INC 0.6%
Value ($000) $1,366,561 Shares 32,732 Est. Cost $37.65 Unrealized -17.0%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $1,296,244 Shares 95,876 Est. Cost $12.95 Unrealized -16.2%
ROYAL BANK OF SCOTLAND GROUP -ADR- 5 3/4% SIES -L- 0.6%
Value ($000) $1,277,881 Shares 58,250 Est. Cost $21937.87 Unrealized
NVR NVR INC 0.6%
Value ($000) $1,266,384 Shares 731 Est. Cost $957.90 Unrealized +68.8%
LXU LSB INDS INC COM 0.6%
Value ($000) $1,251,859 Shares 98,185 Est. Cost $14.60 Unrealized -60.3%
QLD PROSHARES TRUST SHS ULTRA QQQ PROSHARES ETF 0.6%
Value ($000) $1,231,341 Shares 16,685 Est. Cost $88943.46 Unrealized
SPY SPDR S&P 500 ETF TRUST UNITS SERIES -1- 0.5%
Value ($000) $1,162,251 Shares 5,655 Est. Cost $197718.31 Unrealized
GLW CORNING INC COM 0.5%
Value ($000) $1,157,828 Shares 55,425 Est. Cost $12.24 Unrealized +16.4%
POTASH CORP OF SASKATCHEWAN INC COM 0.4%
Value ($000) $944,865 Shares 55,515 Est. Cost $17019.99 Unrealized
AMERICAN CAPITAL AGENCY CORP 0.4%
Value ($000) $912,204 Shares 48,970 Est. Cost $20627.97 Unrealized
GM GENERAL MOTORS CO 0.4%
Value ($000) $904,367 Shares 28,774 Est. Cost $26.67 Unrealized -9.0%
YOUKU TUDOU INC -SP ADR REPR 18 SHS -A- 0.4%
Value ($000) $853,702 Shares 31,055 Est. Cost $27490.00 Unrealized
SBUX STARBUCKS CORP 0.4%
Value ($000) $837,054 Shares 14,021 Est. Cost $42.71 Unrealized +11.0%
BRK/B BERKSHIRE HATHAWAY INC CLASS -B- 0.4%
Value ($000) $829,147 Shares 5,844 Est. Cost $133.98 Unrealized -1.0%
EWW ISHARES MSCI MEXICO INVESTAB-ETF 0.4%
Value ($000) $800,399 Shares 14,905 Est. Cost $62673.09 Unrealized
INTC INTEL CORP -SHS 0.4%
Value ($000) $794,257 Shares 24,552 Est. Cost $19.63 Unrealized +24.2%
MSFT MICROSOFT CORP -SHS 0.4%
Value ($000) $777,252 Shares 14,073 Est. Cost $33.75 Unrealized +36.5%
QCOM QUALCOMM INC -SHS 0.3%
Value ($000) $735,138 Shares 14,375 Est. Cost $54.06 Unrealized -31.7%
JPM JPMORGAN CHASE & CO -SHS 0.3%
Value ($000) $708,982 Shares 11,972 Est. Cost $49.65 Unrealized -9.6%
HD HOME DEPOT INC COM 0.3%
Value ($000) $664,348 Shares 4,979 Est. Cost $92.95 Unrealized +5.8%
AAL AMERICAN AIRLINES GROUP INC 0.3%
Value ($000) $648,983 Shares 15,825 Est. Cost $46.06 Unrealized -16.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.3%
Value ($000) $638,780 Shares 8,200 Est. Cost $81.63 Unrealized -32.4%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $622,380 Shares 6,000 Est. Cost $72.40 Unrealized 0.0%
V VISA INC-CLASS A -SHS 01.04.2016 0.3%
Value ($000) $605,951 Shares 7,923 Est. Cost $69.04 Unrealized -1.8%
WHOLE FOODS MARKET INC -SHS 0.3%
Value ($000) $590,312 Shares 18,975 Est. Cost $42497.43 Unrealized
ETFS GOLD TR SH 0.2%
Value ($000) $551,733 Shares 4,595 Est. Cost $117823.36 Unrealized
XLE SECTOR SPRD TRUST - ENERGY SELECT.SECTOR SPDR FUND 0.2%
Value ($000) $547,284 Shares 8,841 Est. Cost $69550.29 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $513,135 Shares 8,100 Est. Cost $39.98 Unrealized +3.1%
SEDG SOLAREDGE TECHNOLOGIES INC 0.2%
Value ($000) $480,425 Shares 19,110 Est. Cost $24.05 Unrealized +8.7%
UNITED STATES STEEL CORP 0.2%
Value ($000) $474,920 Shares 29,590 Est. Cost $16050.02 Unrealized
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.2%
Value ($000) $466,992 Shares 5,520 Est. Cost $82218.48 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $418,902 Shares 9,030 Est. Cost $29.90 Unrealized +6.5%
BARCLAYS BANK PLC NON CUM 8 1/8% SIES 5 ADR 0.2%
Value ($000) $413,001 Shares 17,520 Est. Cost $21086.83 Unrealized
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $396,093 Shares 8,767 Est. Cost $40543.26 Unrealized
WFC WELLS FARGO & CO. 0.2%
Value ($000) $393,167 Shares 8,130 Est. Cost $40.12 Unrealized -7.5%
HCA HCA HOLDINGS INC 0.2%
Value ($000) $390,250 Shares 5,000 Est. Cost $72.42 Unrealized -10.4%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $368,421 Shares 3,405 Est. Cost $67.83 Unrealized +16.1%
PACWEST BANCORP 0.2%
Value ($000) $354,374 Shares 9,539 Est. Cost $43323.03 Unrealized
GLAXOSMITHKLINE PLC -ADR- REPR 2 SHS 0.2%
Value ($000) $349,541 Shares 8,620 Est. Cost $43999.25 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 0.2%
Value ($000) $338,797 Shares 2,150 Est. Cost $96.15 Unrealized +32.9%
NFLX NETFLIX INC 0.2%
Value ($000) $337,866 Shares 3,305 Est. Cost $9.98 Unrealized -1.6%
T AT&T INC COM 0.2%
Value ($000) $336,862 Shares 8,600 Est. Cost $11.47 Unrealized +20.6%
SANDERSON FARMS INC 0.1%
Value ($000) $324,648 Shares 3,600 Est. Cost $77520.00 Unrealized
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $322,380 Shares 6,000 Est. Cost $50430.00 Unrealized
HAS HASBRO INC -SHS 0.1%
Value ($000) $320,400 Shares 4,000 Est. Cost $41.19 Unrealized +29.9%
ISHARES MSCI RUSSIA CAPPED ETF 0.1%
Value ($000) $289,188 Shares 22,540 Est. Cost $14109.99 Unrealized
BABA ALIBABA GRP SP ADR REPR 1 SHS 0.1%
Value ($000) $288,533 Shares 3,650 Est. Cost $83240.00 Unrealized
IEV ISHARES S&P EUROPE 350-ETF 0.1%
Value ($000) $285,894 Shares 7,310 Est. Cost $46717.07 Unrealized
SPG SIMON PROPERTY GROUP INC 0.1%
Value ($000) $277,266 Shares 1,335 Est. Cost $115.84 Unrealized +0.1%
IXC ISHARES GLOBAL ENERGY ETF 0.1%
Value ($000) $275,181 Shares 9,325 Est. Cost $34980.05 Unrealized
DVY ISHARES TR SELECT DIVID ETF FD 0.1%
Value ($000) $270,246 Shares 3,309 Est. Cost $72750.08 Unrealized
WMT WAL-MART STORES INC -SHS 01.04.2016 0.1%
Value ($000) $260,125 Shares 3,798 Est. Cost $19.40 Unrealized -5.6%
IEP ICAHN ENTERPRISES LP UNITS REPR UNITS OF LP INT 0.1%
Value ($000) $258,694 Shares 4,103 Est. Cost $92350.49 Unrealized
PACIFIC ETHANOL INC 0.1%
Value ($000) $257,035 Shares 54,922 Est. Cost $4680.00 Unrealized
UAA UNDER ARMOUR INC CL A COM 0.1%
Value ($000) $254,490 Shares 3,000 Est. Cost $36.78 Unrealized +7.3%
BMY BRISTOL-MYERS SQUIBB CO -SHS 0.1%
Value ($000) $229,649 Shares 3,595 Est. Cost $44.54 Unrealized +0.6%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $217,239 Shares 4,017 Est. Cost $30.04 Unrealized 0.0%
BP BP PLC ADR 0.1%
Value ($000) $215,998 Shares 7,157 Est. Cost $41462.37 Unrealized
CMCSA COMCAST CORP -CLASS A- 0.1%
Value ($000) $213,475 Shares 3,495 Est. Cost $22.75 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $212,319 Shares 2,540 Est. Cost $51.39 Unrealized +1.1%
FXI ISHARES TR CHINA LARGE-CAP ETF 0.1%
Value ($000) $210,304 Shares 6,228 Est. Cost $36324.96 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $208,760 Shares 3,400 Est. Cost $50.49 Unrealized 0.0%
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $200,508 Shares 9,800 Est. Cost $26504.93 Unrealized
UNITED STS OIL FD LP UNITS 0.1%
Value ($000) $182,457 Shares 18,810 Est. Cost $19327.12 Unrealized
SAN BANCO SANTANDER SA ADR 0.1%
Value ($000) $178,115 Shares 40,852 Est. Cost $7250.22 Unrealized
F FORD MOTOR CO DEL COM PAR 0.1%
Value ($000) $162,149 Shares 12,011 Est. Cost $7.45 Unrealized 0.0%
VALE VALE SA-SP ADR -SHS 01.04.2016 0.1%
Value ($000) $141,641 Shares 33,644 Est. Cost $7766.65 Unrealized
BSBR BANCO SANTANDER (BRASIL) SA -ADR- REPR 1 UNIT 0.1%
Value ($000) $116,250 Shares 25,000 Est. Cost $5440.00 Unrealized
FRPT FRESHPET INC -SHS 0.0%
Value ($000) $101,960 Shares 13,910 Est. Cost $14.08 Unrealized -50.4%
RITE AID 0.0%
Value ($000) $101,875 Shares 12,500 Est. Cost $8212.40 Unrealized
RENREN INC SPONSORED ADR RESPTG CL A 0.0%
Value ($000) $81,096 Shares 24,800 Est. Cost $3680.00 Unrealized
CJESEUR C&J ENERGY SERVICES LTD -SHS 0.0%
Value ($000) $77,797 Shares 55,175 Est. Cost $1911.16 Unrealized
FORTRESS INVESTMENT GROUP LLC -A- 0.0%
Value ($000) $69,310 Shares 14,500 Est. Cost $8020.00 Unrealized
OI S A SPONSORED ADR NEW 2016 0.0%
Value ($000) $16,165 Shares 11,384 Est. Cost $1419.98 Unrealized
EMPRESAS ICA S.A. -SPONS ADR 0.0%
Value ($000) $14,880 Shares 15,500 Est. Cost $960.00 Unrealized