IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2016

Total Value ($000): $237,853,503 (100.0% shares, 0.0% debt)

Holdings (121)

PBR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 9.2%
Value ($000) $21,817,319 Shares 2,338,405 Est. Cost $10653.48 Unrealized
AAPL Apple 6.7%
Value ($000) $15,960,286 Shares 141,179 Est. Cost $21.87 Unrealized +10.8%
AIR TRANS SVCS GROUP INC COM 5.7%
Value ($000) $13,606,742 Shares 948,205 Est. Cost $8073.38 Unrealized
TAILORED BRANDS INC COM SHS 5.4%
Value ($000) $12,845,395 Shares 818,178 Est. Cost $16624.26 Unrealized
FLEX FLEX LTD ORD SHS 5.1%
Value ($000) $12,113,151 Shares 889,365 Est. Cost $6.38 Unrealized +52.1%
TLT Ishares Trust-barclays 20+y Tr.bond 5.1%
Value ($000) $12,040,513 Shares 87,561 Est. Cost $131349.70 Unrealized
MGA MAGNA INTERNATIONAL INC COM ISIN#CA5592224011 3.7%
Value ($000) $8,842,117 Shares 205,870 Est. Cost $31.29 Unrealized -4.9%
MD MEDNAX INC COM 3.6%
Value ($000) $8,563,144 Shares 129,255 Est. Cost $66.35 Unrealized +3.1%
OWENS ILLINOIS INC 3.4%
Value ($000) $7,976,203 Shares 433,725 Est. Cost $19243.71 Unrealized
META FACEBOOK INC -A- 3.0%
Value ($000) $7,177,733 Shares 55,958 Est. Cost $107.22 Unrealized +15.0%
JCI JOHNSON CTLS INTL PLC SHS 2.8%
Value ($000) $6,706,136 Shares 144,125 Est. Cost $33.21 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 2.7%
Value ($000) $6,319,438 Shares 108,080 Est. Cost $30.94 Unrealized +7.1%
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 2.2%
Value ($000) $5,166,498 Shares 168,895 Est. Cost $18862.46 Unrealized
VIACOM INC NEW CL B 2.1%
Value ($000) $5,054,918 Shares 132,675 Est. Cost $43150.00 Unrealized
TSLA TESLA MOTORS INC 2.1%
Value ($000) $4,986,493 Shares 24,440 Est. Cost $14.41 Unrealized +0.2%
KMX CARMAX INC COM 2.0%
Value ($000) $4,834,844 Shares 90,625 Est. Cost $56.52 Unrealized +0.2%
GLD Spdr Gold Trust Etf 1.9%
Value ($000) $4,578,824 Shares 36,444 Est. Cost $120839.22 Unrealized
EMBJ EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079 1.8%
Value ($000) $4,381,969 Shares 253,880 Est. Cost $21158.25 Unrealized
WALGREEN BOOTS ALLIANCE INC -SHS 03.10.2016 1.6%
Value ($000) $3,846,058 Shares 48,300 Est. Cost $79628.53 Unrealized
FLR FLUOR CORP NEW COM 1.4%
Value ($000) $3,394,048 Shares 66,135 Est. Cost $61.42 Unrealized -22.6%
POWERSHARES QQQ TRUST SERIES I 1.3%
Value ($000) $3,089,688 Shares 26,025 Est. Cost $101658.22 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $2,999,244 Shares 3,582 Est. Cost $24.27 Unrealized +57.7%
DIS WALT DISNEY COMPANY -DISNEY SERIES- 0.9%
Value ($000) $2,196,418 Shares 23,653 Est. Cost $97.88 Unrealized -9.2%
CX CEMEX ADR REPR 10 CPO 0.9%
Value ($000) $2,092,636 Shares 263,556 Est. Cost $7171.58 Unrealized
SPY Spdr S&p 500 Etf Trust 0.8%
Value ($000) $2,004,452 Shares 9,267 Est. Cost $204064.58 Unrealized
BAC Bank Of America 0.8%
Value ($000) $1,889,784 Shares 120,753 Est. Cost $12.36 Unrealized -2.4%
PRICELINE GRP INC COM NEW 0.8%
Value ($000) $1,832,005 Shares 1,245 Est. Cost $1248410.10 Unrealized
SOCGEN V8.25 PERP EMTN SOCIETE GENERALE SA EUR MED TERM NT NP FIXED MTY VAR RATE 8.250% 11/29/88 0.7%
Value ($000) $1,782,609 Shares 1,758,500 Est. Cost $990.00 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.7%
Value ($000) $1,760,242 Shares 32,755 Est. Cost $59070.56 Unrealized
GOOGL ALPHABET INC -A- 0.7%
Value ($000) $1,748,831 Shares 2,175 Est. Cost $37.03 Unrealized +4.8%
ROYAL BANK OF SCOTLAND GROUP -ADR- 5 3/4% SIES -L- 0.7%
Value ($000) $1,681,657 Shares 74,450 Est. Cost $22079.28 Unrealized
QLD Proshares Ultra Qqq Usd 0.7%
Value ($000) $1,566,374 Shares 18,100 Est. Cost $87834.27 Unrealized
TBT Proshares Tr.-ultrash 20+ Treasury 0.6%
Value ($000) $1,535,754 Shares 48,600 Est. Cost $58049.66 Unrealized
FDX FEDEX CORP -SHS 03.10.2016 0.6%
Value ($000) $1,352,373 Shares 7,742 Est. Cost $120.64 Unrealized +16.8%
C Citigroup 0.5%
Value ($000) $1,290,843 Shares 27,331 Est. Cost $36.46 Unrealized -6.3%
DXJ Wisdomtree-japan Hedged Equity.-sbi 0.5%
Value ($000) $1,235,593 Shares 28,795 Est. Cost $50305.86 Unrealized
JPM Jpmorgan Chase 0.5%
Value ($000) $1,179,775 Shares 17,717 Est. Cost $50.85 Unrealized 0.0%
NVR NVR INC 0.5%
Value ($000) $1,169,227 Shares 713 Est. Cost $1243.54 Unrealized +37.0%
Credit Suisse Group -adr Spons.- 0.5%
Value ($000) $1,148,962 Shares 87,440 Est. Cost $13140.00 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.5%
Value ($000) $1,094,367 Shares 8,648 Est. Cost $126545.67 Unrealized
MSFT Microsoft 0.5%
Value ($000) $1,090,253 Shares 18,928 Est. Cost $37.30 Unrealized +34.8%
SBUX Starbucks 0.5%
Value ($000) $1,083,504 Shares 20,013 Est. Cost $44.56 Unrealized +2.9%
Ishares-msci Malaysia Etf 0.4%
Value ($000) $1,034,901 Shares 127,608 Est. Cost $8110.00 Unrealized
PHM PULTEGROUP INC 0.4%
Value ($000) $970,337 Shares 48,420 Est. Cost $18.55 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC CLASS -B- 0.4%
Value ($000) $948,590 Shares 6,566 Est. Cost $135.79 Unrealized +7.7%
PROSHARES TR SHORT QQQ NEW 11/6/2014 0.4%
Value ($000) $908,969 Shares 19,100 Est. Cost $52830.00 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA -SP.ADR- 0.4%
Value ($000) $902,141 Shares 151,366 Est. Cost $5747.85 Unrealized
GM General Motors 0.4%
Value ($000) $886,542 Shares 27,905 Est. Cost $26.41 Unrealized -2.1%
PANW Palo Alto Networks 0.4%
Value ($000) $885,078 Shares 5,555 Est. Cost $22.79 Unrealized 0.0%
AMGN Amgen 0.4%
Value ($000) $846,561 Shares 5,075 Est. Cost $127.72 Unrealized 0.0%
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.4%
Value ($000) $836,100 Shares 9,290 Est. Cost $84708.72 Unrealized
XLY Consumer Discret.select Sector Spdr 0.3%
Value ($000) $751,576 Shares 9,390 Est. Cost $78640.59 Unrealized
EWW ISHARES MSCI MEXICO INVESTAB-ETF 03.10.2016 0.3%
Value ($000) $713,141 Shares 14,710 Est. Cost $62673.09 Unrealized
INTC Intel 0.3%
Value ($000) $670,138 Shares 17,752 Est. Cost $19.63 Unrealized +45.8%
GILD Gilead Sciences 0.3%
Value ($000) $636,600 Shares 8,046 Est. Cost $57.78 Unrealized 0.0%
XLE SECTOR SPRD TRUST - ENERGY SELECT.SECTOR SPDR FUND 0.3%
Value ($000) $624,407 Shares 8,843 Est. Cost $69550.29 Unrealized
XLU SELECT SECTOR SPDR TR UTILS 0.3%
Value ($000) $600,862 Shares 12,265 Est. Cost $48989.97 Unrealized
Etfs Gold 0.2%
Value ($000) $590,397 Shares 4,606 Est. Cost $117823.36 Unrealized
T AT&T INC COM 0.2%
Value ($000) $575,647 Shares 14,175 Est. Cost $13.37 Unrealized +21.9%
BABA ALIBABA GROUP HOLDING LTD -SP ADR- REPR 1 SHARE 0.2%
Value ($000) $518,481 Shares 4,900 Est. Cost $88998.28 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance 0.2%
Value ($000) $499,758 Shares 2,100 Est. Cost $252.68 Unrealized 0.0%
ALK Alaska Air Group 0.2%
Value ($000) $493,950 Shares 7,500 Est. Cost $63.39 Unrealized -3.1%
General Electric 0.2%
Value ($000) $482,776 Shares 16,299 Est. Cost $29694.02 Unrealized
AMERICAN CAP AGY CORP 0.2%
Value ($000) $478,535 Shares 24,490 Est. Cost $20627.97 Unrealized
PROSHARES SHORT S&P500. 0.2%
Value ($000) $447,323 Shares 11,750 Est. Cost $38070.04 Unrealized
GOOG ALPHABET INC -C- 0.2%
Value ($000) $442,278 Shares 569 Est. Cost $37.69 Unrealized 0.0%
WFC WELLS FARGO & CO. 0.2%
Value ($000) $424,247 Shares 9,581 Est. Cost $39.64 Unrealized -7.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $420,915 Shares 2,610 Est. Cost $129.64 Unrealized +3.2%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $415,556 Shares 8,767 Est. Cost $40543.26 Unrealized
PACWEST BANCORP 0.2%
Value ($000) $409,318 Shares 9,539 Est. Cost $43323.03 Unrealized
QCOM QUALCOMM INC -SHS 03.10.2016 0.2%
Value ($000) $395,588 Shares 5,775 Est. Cost $54.06 Unrealized -13.2%
WMT WAL-MART STORES INC 0.2%
Value ($000) $385,481 Shares 5,345 Est. Cost $19.52 Unrealized +5.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.2%
Value ($000) $380,700 Shares 5,000 Est. Cost $81.63 Unrealized -29.9%
PZZA Papa Johns International 0.2%
Value ($000) $378,480 Shares 4,800 Est. Cost $60.84 Unrealized 0.0%
Barc.bk Pfd 8.125% -adr Sp.-nc Perp 0.2%
Value ($000) $378,476 Shares 16,520 Est. Cost $21113.32 Unrealized
HCA HCA HOLDINGS INC 0.2%
Value ($000) $378,150 Shares 5,000 Est. Cost $72.42 Unrealized -1.7%
GLAXOSMITHKLINE PLC -ADR- REPR 2 SHS 0.2%
Value ($000) $371,781 Shares 8,620 Est. Cost $43999.25 Unrealized
KO COCA-COLA CO/THE -SHS 03.10.2016 0.1%
Value ($000) $355,488 Shares 8,400 Est. Cost $29.90 Unrealized +8.9%
AAL American Airlines Group 0.1%
Value ($000) $337,727 Shares 9,225 Est. Cost $46.06 Unrealized -26.1%
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $335,160 Shares 6,000 Est. Cost $50430.00 Unrealized
ISHARES MSCI RUSSIA CAPPED ETF 0.1%
Value ($000) $328,182 Shares 22,540 Est. Cost $14109.99 Unrealized
COST COSTCO WHOLESALE CORP NEW COM 0.1%
Value ($000) $327,897 Shares 2,150 Est. Cost $96.15 Unrealized +42.4%
XLI SECTOR SPDR TRUST INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $325,177 Shares 5,570 Est. Cost $58380.07 Unrealized
HAS HASBRO INC -SHS 03.10.2016 0.1%
Value ($000) $317,320 Shares 4,000 Est. Cost $41.19 Unrealized +43.6%
HD HOME DEPOT INC COM 0.1%
Value ($000) $315,266 Shares 2,450 Est. Cost $92.95 Unrealized +14.4%
IXC ISHARES GLOBAL ENERGY ETF. 0.1%
Value ($000) $306,513 Shares 9,325 Est. Cost $34980.05 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $301,822 Shares 2,555 Est. Cost $70.29 Unrealized +33.1%
CMCSA COMCAST CORP -CLASS A- 0.1%
Value ($000) $295,213 Shares 4,450 Est. Cost $23.58 Unrealized +12.9%
ROYAL DUTCH SHELL PLC -A- -ADR- 0.1%
Value ($000) $274,534 Shares 5,483 Est. Cost $50070.04 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $271,494 Shares 3,025 Est. Cost $67.52 Unrealized 0.0%
AVIANCA HOLDINGS SA -ADR- 0.1%
Value ($000) $270,410 Shares 41,730 Est. Cost $6368.80 Unrealized
IYH ISHARES TR U S HEALTHCARE ETF 0.1%
Value ($000) $261,365 Shares 1,740 Est. Cost $150209.77 Unrealized
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $259,896 Shares 9,800 Est. Cost $26504.93 Unrealized
Vonage Holdings 0.1%
Value ($000) $256,468 Shares 38,800 Est. Cost $6610.00 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $250,503 Shares 7,396 Est. Cost $21.05 Unrealized +5.7%
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $250,063 Shares 6,350 Est. Cost $46717.07 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value ($000) $247,845 Shares 23,250 Est. Cost $10.57 Unrealized 0.0%
SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $235,510 Shares 5,150 Est. Cost $45730.10 Unrealized
HUN HUNTSMAN CORP 03.10.2016 0.1%
Value ($000) $232,661 Shares 14,300 Est. Cost $15.84 Unrealized 0.0%
BP BP PLC -ADR- 0.1%
Value ($000) $230,544 Shares 6,557 Est. Cost $41462.37 Unrealized
IEP ICAHN ENTERPRISES LP UNITS REPR UNITS OF LP INT. 0.1%
Value ($000) $224,290 Shares 4,437 Est. Cost $89366.41 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $222,731 Shares 2,260 Est. Cost $9.97 Unrealized -4.3%
LUV Southwest Airlines 0.1%
Value ($000) $221,867 Shares 5,705 Est. Cost $38.05 Unrealized -10.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $217,096 Shares 3,390 Est. Cost $50.49 Unrealized +11.6%
SPG Simon Property Group 0.1%
Value ($000) $208,045 Shares 1,005 Est. Cost $115.84 Unrealized +14.7%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $205,389 Shares 2,308 Est. Cost $72.57 Unrealized -2.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $205,079 Shares 1,122 Est. Cost $179060.61 Unrealized
DVY ISHARES TR SELECT DIVID ETF FD 0.1%
Value ($000) $193,574 Shares 2,259 Est. Cost $85690.13 Unrealized
VALE VALE SA -ADR- 0.1%
Value ($000) $185,042 Shares 33,644 Est. Cost $7766.65 Unrealized
BARCLAYS PLC 6 5/8% COCO 14-PERPETUAL USD 0.1%
Value ($000) $182,720 Shares 200,000 Est. Cost $895.00 Unrealized
SAN BANCO SANTANDER SA -ADR- 0.1%
Value ($000) $180,157 Shares 40,852 Est. Cost $6251.47 Unrealized
BSBR BANCO SANTANDER (BRASIL) SA -ADR- REPR 1 UNIT 0.1%
Value ($000) $167,500 Shares 25,000 Est. Cost $5440.00 Unrealized
DB Deutsche Bank Reg. 0.1%
Value ($000) $140,954 Shares 10,825 Est. Cost $10.58 Unrealized 0.0%
LYG LLOYDS BANK GRP SPON ADR REPR 4 SHS 03.10.2016 0.1%
Value ($000) $137,760 Shares 48,000 Est. Cost $2870.00 Unrealized
CLIFFS NATURAL RESSOURCES 0.1%
Value ($000) $122,850 Shares 21,000 Est. Cost $5850.00 Unrealized
GLOBAL MEDICAL REIT INC 0.0%
Value ($000) $112,240 Shares 11,500 Est. Cost $9760.00 Unrealized
PROSPECT CAP CORP SR NT CONV 5.750% 03/15/18 B/E DTD 08/14/12 0.0%
Value ($000) $61,800 Shares 60,000 Est. Cost $1020.00 Unrealized
OI S A SPONSORED ADR NEW 2016 0.0%
Value ($000) $59,117 Shares 10,408 Est. Cost $1419.98 Unrealized
RENREN INC SPONSORED ADR RESPTG CL A 0.0%
Value ($000) $51,294 Shares 24,900 Est. Cost $3680.00 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $41,700 Shares 10,000 Est. Cost $4170.00 Unrealized
EMPRESAS ICA SOCIEDAD CONTRLADORA SA DE CV SPONS ADR NEW ISIN#US2924482068 0.0%
Value ($000) $5,040 Shares 10,500 Est. Cost $960.00 Unrealized