IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 10, 2016

Total Value ($000): $242,000,880 (100.0% shares, 0.0% debt)

Holdings (118)

PBR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 9.2%
Value ($000) $22,239,282 Shares 3,106,045 Est. Cost $10653.48 Unrealized
AAPL APPLE INC COM 6.7%
Value ($000) $16,235,461 Shares 169,827 Est. Cost $21.87 Unrealized +3.4%
AIR TRANS SVCS GROUP INC COM 5.9%
Value ($000) $14,323,651 Shares 1,105,220 Est. Cost $8073.38 Unrealized
MU MICRON TECHNOLOGY INC COM 4.9%
Value ($000) $11,817,019 Shares 858,795 Est. Cost $20.50 Unrealized -45.9%
FLEX FLEXTRONICS INTL LTD ORD SHS ISIN#SG9999000020 4.1%
Value ($000) $9,899,846 Shares 838,970 Est. Cost $6.18 Unrealized +50.6%
TAILORED BRANDS INC COM SHS 3.5%
Value ($000) $8,545,728 Shares 675,018 Est. Cost $16820.28 Unrealized
CAR AVIS BUDGET GROUP INC COM 3.3%
Value ($000) $7,868,471 Shares 244,135 Est. Cost $39.18 Unrealized -33.0%
OWENS ILLINOIS INC 3.2%
Value ($000) $7,811,387 Shares 433,725 Est. Cost $19243.71 Unrealized
JOHNSON CTLS INC COM 3.2%
Value ($000) $7,633,522 Shares 172,470 Est. Cost $54336.14 Unrealized
BARCLAYS PLC RESETTING PERP SUB CONTINGENT CONV SECS ISIN#US06738EAA38 8.250% 11/15/88 B/E DTD 11/20/13 CLB 3.1%
Value ($000) $7,500,513 Shares 7,635,000 Est. Cost $982.39 Unrealized
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 2.8%
Value ($000) $6,848,603 Shares 49,306 Est. Cost $126570.12 Unrealized
VIACOM INC NEW CL B 2.3%
Value ($000) $5,502,032 Shares 132,675 Est. Cost $43150.00 Unrealized
MD MEDNAX INC COM 2.2%
Value ($000) $5,323,605 Shares 73,500 Est. Cost $64.80 Unrealized +6.1%
KMX CARMAX INC COM 2.0%
Value ($000) $4,916,238 Shares 100,270 Est. Cost $56.52 Unrealized -9.1%
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 2.0%
Value ($000) $4,860,288 Shares 185,295 Est. Cost $18862.46 Unrealized
MGA MAGNA INTERNATIONAL INC COM ISIN#CA5592224011 2.0%
Value ($000) $4,822,476 Shares 137,510 Est. Cost $32.04 Unrealized -5.5%
TEX TEREX CORP NEW .01 PV 1.7%
Value ($000) $4,007,163 Shares 197,300 Est. Cost $34.71 Unrealized -34.1%
WDC WESTERN DIGITAL CORP COM 1.6%
Value ($000) $3,793,797 Shares 80,275 Est. Cost $30.19 Unrealized -5.2%
GLD SPDR GOLD TR GOLD SHS 1.5%
Value ($000) $3,518,601 Shares 27,819 Est. Cost $119350.79 Unrealized
FLR FLUOR CORP NEW COM 1.4%
Value ($000) $3,284,512 Shares 66,650 Est. Cost $61.42 Unrealized -22.3%
EMBJ EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079 1.3%
Value ($000) $3,227,809 Shares 148,610 Est. Cost $23919.64 Unrealized
TSLA TESLA MTRS INC COM 1.2%
Value ($000) $2,883,612 Shares 13,584 Est. Cost $14.38 Unrealized +5.4%
DIS DISNEY WALT CO DISNEY COM 1.1%
Value ($000) $2,712,255 Shares 27,727 Est. Cost $97.88 Unrealized -5.8%
POWERSHARES QQQ TR UNIT SER 1 1.1%
Value ($000) $2,568,055 Shares 23,880 Est. Cost $100125.66 Unrealized
PRICELINE GRP INC COM NEW 0.9%
Value ($000) $2,298,323 Shares 1,841 Est. Cost $1248410.10 Unrealized
META FACEBOOK INC CL A 0.9%
Value ($000) $2,237,945 Shares 19,583 Est. Cost $77.38 Unrealized +47.9%
ROYAL BK SCOTLAND GP PLC SPON ADR REPSTG SER T PFD CPN-7.25% FREQ QRTLY PERP MTY CALL@25 ANY W/30 D NOTICE AFTR 12/31/12 0.9%
Value ($000) $2,175,875 Shares 87,300 Est. Cost $25152.36 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQUITY FD 0.9%
Value ($000) $2,130,839 Shares 42,170 Est. Cost $59070.56 Unrealized
BARCLAYS BK PLC SER 2 ADR REPSTG PREF SHS DIV RT 6.625% FREQ QTLY PERP MATY PERP CALL 09/15/[email protected] 0.9%
Value ($000) $2,126,977 Shares 83,150 Est. Cost $23236.49 Unrealized
SOCGEN V8.25 PERP EMTN SOCIETE GENERALE SA EUR MED TERM NT NP FIXED MTY VAR RATE ISIN#XS0867614595 8.250% 11/29/88 REG DTD 09/06/13 CLB 0.8%
Value ($000) $2,047,815 Shares 2,068,500 Est. Cost $990.00 Unrealized
BAC BANK AMER CORP COM 0.8%
Value ($000) $1,996,511 Shares 150,453 Est. Cost $12.36 Unrealized -8.3%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,906,412 Shares 2,664 Est. Cost $19.44 Unrealized +74.0%
C CITIGROUP INC COM NEW ISIN#US1729674242 0.8%
Value ($000) $1,880,127 Shares 44,357 Est. Cost $36.46 Unrealized -9.2%
CX CEMEX S A B DE C V SPONSOR ADR NEW REP ORD PARTN CTF NEW FOR A & B SHS ISIN#US1512908898 0.7%
Value ($000) $1,771,501 Shares 287,115 Est. Cost $7171.58 Unrealized
FXI ISHARES TR CHINA LARGE-CAP ETF 0.7%
Value ($000) $1,762,330 Shares 51,500 Est. Cost $34474.56 Unrealized
LEN LENNAR CORP CL A 0.7%
Value ($000) $1,659,139 Shares 35,990 Est. Cost $39.87 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $1,616,078 Shares 17,240 Est. Cost $56.90 Unrealized +1.7%
TBT PROSHARES TR PROSHARES ULTRASHORT 20+ YR TREAS NEW 0.7%
Value ($000) $1,604,056 Shares 50,617 Est. Cost $58049.66 Unrealized
SBUX STARBUCKS CORP COM 0.7%
Value ($000) $1,583,309 Shares 27,719 Est. Cost $44.56 Unrealized +4.2%
SPY SPDR S&P 500 ETF TR TR UNIT 0.6%
Value ($000) $1,440,007 Shares 6,874 Est. Cost $199805.14 Unrealized
DXJ WISDOMTREE TR JAPAN HEDGED EQUITY FD 0.6%
Value ($000) $1,424,196 Shares 36,725 Est. Cost $50305.86 Unrealized
ROYAL BK SCOTLAND GROUP PLC SPON ADR SER L REPSTG PFD SHS CPN 5.75% FREQ QRTLY PERP MTY CALL@25 W/ 30 D NTC 9/30/09 0.5%
Value ($000) $1,309,036 Shares 58,250 Est. Cost $21937.87 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,306,455 Shares 1,857 Est. Cost $36.72 Unrealized -0.8%
LXU LSB INDS INC COM 0.5%
Value ($000) $1,291,473 Shares 106,910 Est. Cost $14.23 Unrealized -29.9%
QLD PROSHARES TR PROSHARES ULTRA QQQ 0.5%
Value ($000) $1,264,707 Shares 17,770 Est. Cost $87858.30 Unrealized
FDX FEDEX CORP COM 0.5%
Value ($000) $1,097,218 Shares 7,229 Est. Cost $119.20 Unrealized +16.8%
GLW CORNING INC COM 0.4%
Value ($000) $1,081,856 Shares 52,825 Est. Cost $12.24 Unrealized +26.7%
PROSHARES TR SHORT QQQ NEW 11/6/2014 0.4%
Value ($000) $1,009,053 Shares 19,100 Est. Cost $52830.00 Unrealized
GM GENERAL MTRS CO COM 0.4%
Value ($000) $946,522 Shares 33,446 Est. Cost $26.41 Unrealized -6.1%
REGN Regeneron Pharmaceuticals 0.4%
Value ($000) $907,998 Shares 2,600 Est. Cost $383.00 Unrealized 0.0%
POTASH CORP OF SASKATCHEWAN INC COM ISIN#CA73755L1076 0.4%
Value ($000) $901,564 Shares 55,515 Est. Cost $17019.99 Unrealized
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $877,207 Shares 17,143 Est. Cost $35.94 Unrealized +27.9%
AMERICAN CAP AGY CORP COM 0.4%
Value ($000) $858,597 Shares 43,320 Est. Cost $20627.97 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA ISIN#US05946K1016 APONSORED ADR 0.3%
Value ($000) $837,845 Shares 145,966 Est. Cost $5740.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $810,245 Shares 5,596 Est. Cost $133.98 Unrealized +6.7%
NVR NVR INC 0.3%
Value ($000) $783,350 Shares 440 Est. Cost $957.90 Unrealized +78.5%
UNITED STS STL CORP NEW COM 0.3%
Value ($000) $779,606 Shares 46,240 Est. Cost $16341.67 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $770,069 Shares 14,375 Est. Cost $54.06 Unrealized -25.5%
EWW ISHARES INC MSCI MEXICO CAPPED ETF 0.3%
Value ($000) $740,936 Shares 14,710 Est. Cost $62673.09 Unrealized
EWG ISHARES INC MSCI GERMANY ETF 0.3%
Value ($000) $686,628 Shares 28,550 Est. Cost $24050.02 Unrealized
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $670,493 Shares 21,299 Est. Cost $29694.02 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $622,310 Shares 6,500 Est. Cost $72.57 Unrealized +2.7%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $615,189 Shares 11,017 Est. Cost $30.95 Unrealized +1.7%
WHOLE FOODS MKT INC COM 0.3%
Value ($000) $607,580 Shares 18,975 Est. Cost $42497.43 Unrealized
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.3%
Value ($000) $605,922 Shares 7,050 Est. Cost $83027.52 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.2%
Value ($000) $603,389 Shares 8,842 Est. Cost $69550.29 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $598,666 Shares 18,252 Est. Cost $19.63 Unrealized +27.9%
ETFS GOLD TR SH 0.2%
Value ($000) $593,944 Shares 4,606 Est. Cost $117823.36 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $577,692 Shares 8,100 Est. Cost $39.98 Unrealized +13.7%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.2%
Value ($000) $563,888 Shares 2,080 Est. Cost $17.68 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.2%
Value ($000) $518,896 Shares 8,200 Est. Cost $81.63 Unrealized -31.9%
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY TRANSN TO 06/24/02 0.2%
Value ($000) $518,325 Shares 6,640 Est. Cost $78060.99 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $478,838 Shares 3,750 Est. Cost $92.95 Unrealized +12.9%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $473,677 Shares 3,905 Est. Cost $70.29 Unrealized +23.8%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.2%
Value ($000) $471,282 Shares 24,045 Est. Cost $23.74 Unrealized -5.1%
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.2%
Value ($000) $420,027 Shares 8,767 Est. Cost $40543.26 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) $408,172 Shares 17,770 Est. Cost $21113.32 Unrealized
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $405,807 Shares 8,574 Est. Cost $39.97 Unrealized -6.9%
AAL AMERICAN AIRLS GROUP INC COM 0.2%
Value ($000) $399,879 Shares 14,125 Est. Cost $46.06 Unrealized -29.6%
HCA HCA HOLDINGS INC 0.2%
Value ($000) $385,050 Shares 5,000 Est. Cost $72.42 Unrealized +1.3%
KO COCA COLA COMPANY 0.2%
Value ($000) $380,772 Shares 8,400 Est. Cost $29.90 Unrealized +11.4%
PACWEST BANCORP DEL COM 0.2%
Value ($000) $379,461 Shares 9,539 Est. Cost $43323.03 Unrealized
GLAXOSMITHKLINE PLC SPONS ADR 0.2%
Value ($000) $373,591 Shares 8,620 Est. Cost $43999.25 Unrealized
T AT&T INC COM 0.2%
Value ($000) $371,606 Shares 8,600 Est. Cost $11.47 Unrealized +31.7%
ROYAL BK SCOTLAND GROUP PLC PERPETUAL SUB NT CONV ADDL TIER 1 7.500% 08/30/88 B/E DTD 08/10/15 CLB 0.1%
Value ($000) $362,000 Shares 400,000 Est. Cost $905.00 Unrealized
WMT WAL MART STORES INC COM 0.1%
Value ($000) $357,433 Shares 4,895 Est. Cost $19.42 Unrealized +0.5%
V VISA INC COM CL A 0.1%
Value ($000) $339,179 Shares 4,573 Est. Cost $69.04 Unrealized +6.0%
COST COSTCO WHOLESALE CORP NEW COM 0.1%
Value ($000) $337,636 Shares 2,150 Est. Cost $96.15 Unrealized +33.2%
HAS HASBRO INC -SHS 01.07.2016 0.1%
Value ($000) $335,960 Shares 4,000 Est. Cost $41.19 Unrealized +48.8%
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $322,980 Shares 6,000 Est. Cost $50430.00 Unrealized
SANDERSON FARMS INC 0.1%
Value ($000) $311,904 Shares 3,600 Est. Cost $77520.00 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $307,365 Shares 3,360 Est. Cost $9.97 Unrealized -3.7%
ALK Alaska Air Group 0.1%
Value ($000) $306,197 Shares 5,253 Est. Cost $64.23 Unrealized 0.0%
ISHARES INC MSCI RUSSIA CAPPED ETF 0.1%
Value ($000) $301,811 Shares 22,540 Est. Cost $14109.99 Unrealized
IXC ISHARES TR GLOBAL ENERGY ETF 0.1%
Value ($000) $301,291 Shares 9,325 Est. Cost $34980.05 Unrealized
BABA ALIBABA GRP SP ADR REPR 1 SHS 01.07.2016 0.1%
Value ($000) $290,175 Shares 3,650 Est. Cost $83240.00 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $283,055 Shares 1,305 Est. Cost $115.84 Unrealized +7.2%
PFE PFIZER INC COM 0.1%
Value ($000) $279,779 Shares 7,946 Est. Cost $21.05 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $273,239 Shares 1,839 Est. Cost $127.90 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $264,412 Shares 3,595 Est. Cost $44.54 Unrealized +13.4%
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $239,967 Shares 6,350 Est. Cost $46717.07 Unrealized
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $239,218 Shares 9,800 Est. Cost $26504.93 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.1%
Value ($000) $232,848 Shares 4,312 Est. Cost $90491.66 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $232,839 Shares 6,557 Est. Cost $41462.37 Unrealized
SAN BANCO SANTANDER SA ADR ISIN#US05964H1059 0.1%
Value ($000) $228,740 Shares 58,352 Est. Cost $6251.47 Unrealized
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $227,839 Shares 3,495 Est. Cost $22.75 Unrealized +8.7%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $218,596 Shares 5,575 Est. Cost $38.15 Unrealized 0.0%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $206,584 Shares 3,400 Est. Cost $50.49 Unrealized +9.4%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $200,906 Shares 1,122 Est. Cost $179060.61 Unrealized
BARCLAYS PLC 6 5/8% COCO 14-PERPETUAL USD 0.1%
Value ($000) $179,000 Shares 200,000 Est. Cost $895.00 Unrealized
VALE VALE S A ADR ISIN#US91912E1055 0.1%
Value ($000) $170,239 Shares 33,644 Est. Cost $7766.65 Unrealized
F FORD MOTOR CO DEL COM PAR 0.1%
Value ($000) $160,393 Shares 12,760 Est. Cost $7.48 Unrealized +6.1%
BSBR BANCO SANTANDER (BRASIL) SA -ADR- REPR 1 UNIT 0.1%
Value ($000) $142,500 Shares 25,000 Est. Cost $5440.00 Unrealized
AVIANCA HLDGS SA SPONS ADR ISIN#US05367G1004 0.0%
Value ($000) $89,320 Shares 14,500 Est. Cost $6160.00 Unrealized
PROSPECT CAP CORP SR NT CONV 5.750% 03/15/18 B/E DTD 08/14/12 0.0%
Value ($000) $61,200 Shares 60,000 Est. Cost $1020.00 Unrealized
RENREN INC SPONSORED ADR RESPTG CL A ISIN#US7598921028 0.0%
Value ($000) $44,392 Shares 24,800 Est. Cost $3680.00 Unrealized
OI S A SPONSORED ADR NEW 2016 0.0%
Value ($000) $34,721 Shares 11,384 Est. Cost $1419.98 Unrealized
EMPRESAS ICA SOCIEDAD CONTRLADORA SA DE CV SPONS ADR NEW ISIN#US2924482068 0.0%
Value ($000) $6,975 Shares 10,500 Est. Cost $960.00 Unrealized