IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $245,868,785 (100.0% shares, 0.0% debt)

Holdings (126)

TAILORED BRANDS INC COM SHS 7.0%
Value ($000) $17,186,923 Shares 672,678 Est. Cost $16624.26 Unrealized
AAPL APPLE INC COM 6.6%
Value ($000) $16,218,637 Shares 140,033 Est. Cost $21.87 Unrealized +19.3%
AIR TRANS SVCS GROUP INC COM 6.1%
Value ($000) $15,019,318 Shares 941,060 Est. Cost $8073.38 Unrealized
PBR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 5.9%
Value ($000) $14,530,699 Shares 1,437,260 Est. Cost $10653.48 Unrealized
MGA MAGNA INTERNATIONAL INC COM 5.9%
Value ($000) $14,466,088 Shares 333,320 Est. Cost $31.55 Unrealized +1.3%
FLEX FLEX LTD ORD SHS 4.2%
Value ($000) $10,380,098 Shares 722,345 Est. Cost $6.38 Unrealized +67.4%
MD MEDNAX INC COM 3.3%
Value ($000) $8,110,189 Shares 121,665 Est. Cost $66.35 Unrealized -2.0%
BARCLAYS PLC 3.3%
Value ($000) $8,081,669 Shares 7,760,000 Est. Cost $1041.45 Unrealized
WDC WESTERN DIGITAL CORP COM 2.9%
Value ($000) $7,235,316 Shares 106,480 Est. Cost $30.94 Unrealized +32.1%
JCI JOHNSON CTLS INTL PLC SHS 2.4%
Value ($000) $5,955,044 Shares 144,575 Est. Cost $33.21 Unrealized +3.3%
ERIC ERICSSON L M TEL CO ADR CL B SEK 10 NEW EXCH FOR ADR CL B SEK NEW 2.3%
Value ($000) $5,654,692 Shares 969,930 Est. Cost $5830.00 Unrealized
TSLA TESLA MTRS INC COM 2.0%
Value ($000) $4,961,668 Shares 23,219 Est. Cost $14.41 Unrealized -8.8%
NVR NVR INC 2.0%
Value ($000) $4,913,536 Shares 2,944 Est. Cost $1511.07 Unrealized +5.7%
EMBJ EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS 2.0%
Value ($000) $4,891,040 Shares 254,080 Est. Cost $21158.25 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 2.0%
Value ($000) $4,855,731 Shares 168,895 Est. Cost $18862.46 Unrealized
NOK NOKIA CORP SPONSORED ADR 1.9%
Value ($000) $4,672,576 Shares 971,430 Est. Cost $4810.00 Unrealized
VIACOM INC NEW CL B 1.9%
Value ($000) $4,656,893 Shares 132,675 Est. Cost $43150.00 Unrealized
TLT ISHARES TR BARCLAYS 20 YR TREAS BD ETF 1.7%
Value ($000) $4,262,352 Shares 35,779 Est. Cost $131349.70 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 1.7%
Value ($000) $4,213,808 Shares 51,510 Est. Cost $79764.20 Unrealized
META FACEBOOK INC CL A 1.7%
Value ($000) $4,122,011 Shares 35,828 Est. Cost $107.22 Unrealized +13.7%
FLR FLUOR CORP NEW COM 1.4%
Value ($000) $3,473,410 Shares 66,135 Est. Cost $61.42 Unrealized -21.8%
POWERSHARES QQQ TR UNIT SER 1 1.3%
Value ($000) $3,291,967 Shares 27,785 Est. Cost $102723.77 Unrealized
GLD SPDR GOLD TR GOLD SHS 1.3%
Value ($000) $3,209,271 Shares 29,279 Est. Cost $120839.22 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $2,631,294 Shares 3,509 Est. Cost $24.27 Unrealized +61.5%
SPDR SER TR S&P OIL & GAS EXPL & PRODTN ETF 1.1%
Value ($000) $2,621,555 Shares 63,292 Est. Cost $41420.00 Unrealized
CREDIT SUISSE GROUP SPONSORED ADR 0.9%
Value ($000) $2,281,586 Shares 159,440 Est. Cost $13668.35 Unrealized
SYNTEL INC COM 0.9%
Value ($000) $2,114,364 Shares 106,840 Est. Cost $19790.00 Unrealized
QLD PROSHARES TR PROSHARES ULTRA QQQ 0.8%
Value ($000) $2,052,240 Shares 23,830 Est. Cost $87422.07 Unrealized
CX CEMEX S A B DE C V SPONSOR ADR NEW REP ORD PARTN CTF NEW FOR A B SHS 0.8%
Value ($000) $2,039,451 Shares 253,979 Est. Cost $7171.58 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQUITY FD 0.8%
Value ($000) $1,868,255 Shares 32,548 Est. Cost $59070.56 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.8%
Value ($000) $1,851,076 Shares 8,281 Est. Cost $204064.58 Unrealized
SOCGEN V8.25 PERP EMTN SOCIETE GENERALE SA EUR MED TERM NT NP FIXED MTY VAR RATE 0.7%
Value ($000) $1,828,946 Shares 1,758,500 Est. Cost $990.00 Unrealized
ROYAL BK SCOTLAND GROUP PLC SPON ADR SER L REPSTG PFD SHS 0.7%
Value ($000) $1,608,207 Shares 73,950 Est. Cost $22079.28 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA ADR 0.6%
Value ($000) $1,507,280 Shares 222,641 Est. Cost $6075.08 Unrealized
TBT PROSHARES TR PROSHARES ULTRASHORT 20YR TREAS NEW 0.6%
Value ($000) $1,505,238 Shares 36,875 Est. Cost $58049.66 Unrealized
DXJ WISDOMTREE TR JAPAN HEDGED EQUITY FD 0.6%
Value ($000) $1,447,063 Shares 29,210 Est. Cost $50294.98 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $1,336,429 Shares 5,347 Est. Cost $195.92 Unrealized 0.0%
UNITED STS STL CORP NEW COM 0.5%
Value ($000) $1,309,639 Shares 39,674 Est. Cost $33010.01 Unrealized
C CITIGROUP INC COM NEW 0.5%
Value ($000) $1,308,118 Shares 22,011 Est. Cost $36.46 Unrealized +11.4%
NKE NIKE INC CL B 0.5%
Value ($000) $1,289,303 Shares 25,365 Est. Cost $45.58 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A COM 0.5%
Value ($000) $1,272,390 Shares 43,800 Est. Cost $32.82 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.5%
Value ($000) $1,254,300 Shares 14,800 Est. Cost $80.72 Unrealized 0.0%
FOOT LOCKER INC COM 0.5%
Value ($000) $1,233,486 Shares 17,400 Est. Cost $70890.00 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,221,165 Shares 1,541 Est. Cost $37.03 Unrealized +7.2%
DIS DISNEY WALT CO DISNEY COM 0.5%
Value ($000) $1,199,364 Shares 11,508 Est. Cost $97.88 Unrealized -7.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $1,134,015 Shares 6,958 Est. Cost $136.82 Unrealized +12.5%
CENTRAL FD CDA LTD CL A 0.5%
Value ($000) $1,119,777 Shares 98,140 Est. Cost $11410.00 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.4%
Value ($000) $1,061,951 Shares 8,668 Est. Cost $126545.67 Unrealized
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $1,020,215 Shares 16,418 Est. Cost $37.30 Unrealized +44.6%
GM GENERAL MTRS CO COM 0.4%
Value ($000) $981,652 Shares 28,176 Est. Cost $26.41 Unrealized +6.6%
REGN REGENERON PHARMACEUTICALS INC 0.4%
Value ($000) $972,789 Shares 2,650 Est. Cost $378.17 Unrealized 0.0%
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.4%
Value ($000) $964,885 Shares 9,510 Est. Cost $85096.23 Unrealized
BAC BANK AMER CORP COM 0.4%
Value ($000) $951,974 Shares 43,076 Est. Cost $12.36 Unrealized +26.8%
EWM ISHARES INC MSCI MALAYSIA ETF NEW 0.4%
Value ($000) $894,984 Shares 31,884 Est. Cost $28070.00 Unrealized
PRICELINE GRP INC COM NEW 0.3%
Value ($000) $813,663 Shares 555 Est. Cost $1248410.10 Unrealized
PHM PULTEGROUP INC COM 0.3%
Value ($000) $807,250 Shares 43,920 Est. Cost $18.55 Unrealized -8.0%
AGNC AGNC INVT CORP COM 0.3%
Value ($000) $771,799 Shares 42,570 Est. Cost $18130.12 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance 0.3%
Value ($000) $764,820 Shares 3,000 Est. Cost $251.80 Unrealized -0.8%
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY 0.3%
Value ($000) $731,786 Shares 8,990 Est. Cost $78640.59 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.3%
Value ($000) $684,719 Shares 9,091 Est. Cost $69707.64 Unrealized
T AT&T INC COM 0.3%
Value ($000) $651,092 Shares 15,309 Est. Cost $13.52 Unrealized +14.3%
EWW ISHARES INC MSCI MEXICO CAPPED ETF 0.3%
Value ($000) $646,799 Shares 14,710 Est. Cost $62673.09 Unrealized
DISNEY 0.2%
Value ($000) $603,686 Shares 19,104 Est. Cost $29973.87 Unrealized
JPM JP MORGAN CHASE & CO COM 0.2%
Value ($000) $600,320 Shares 6,957 Est. Cost $50.85 Unrealized +17.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $576,174 Shares 8,046 Est. Cost $57.78 Unrealized -7.9%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $523,165 Shares 9,423 Est. Cost $44.56 Unrealized +2.3%
PACWEST BANCORP DEL COM 0.2%
Value ($000) $519,303 Shares 9,539 Est. Cost $43323.03 Unrealized
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.2%
Value ($000) $516,622 Shares 15,440 Est. Cost $33459.97 Unrealized
ETFS GOLD TR SH 0.2%
Value ($000) $511,414 Shares 4,576 Est. Cost $117823.36 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $500,599 Shares 13,802 Est. Cost $19.63 Unrealized +48.5%
ITB Ishares Us Home Construction ETF 0.2%
Value ($000) $480,900 Shares 17,500 Est. Cost $27480.00 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $478,568 Shares 7,340 Est. Cost $53.67 Unrealized -2.7%
HD HOME DEPOT INC COM 0.2%
Value ($000) $462,576 Shares 3,450 Est. Cost $95.98 Unrealized +7.7%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $455,374 Shares 590 Est. Cost $37.72 Unrealized +2.5%
BARCLAYS BK PLC SPON ADR PREF SHS SER 5 0.2%
Value ($000) $442,864 Shares 19,320 Est. Cost $21375.53 Unrealized
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $423,465 Shares 7,684 Est. Cost $39.64 Unrealized -1.5%
AAL AMERICAN AIRLS GROUP INC COM 0.2%
Value ($000) $415,541 Shares 8,900 Est. Cost $46.06 Unrealized -8.7%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $409,460 Shares 1,710 Est. Cost $129.64 Unrealized +29.4%
GLAXOSMITHKLINE PLC SPONS ADR 0.2%
Value ($000) $389,721 Shares 10,120 Est. Cost $43185.63 Unrealized
ITA ISHARES TR US AEROSPACE DEFSENSE ETF 0.2%
Value ($000) $379,404 Shares 2,700 Est. Cost $140520.00 Unrealized
ISHARES TR MTG RUSSIA CAPPED ETF NEW 0.2%
Value ($000) $377,737 Shares 11,269 Est. Cost $33520.01 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $374,876 Shares 4,270 Est. Cost $88998.28 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.2%
Value ($000) $373,300 Shares 5,000 Est. Cost $81.63 Unrealized -22.3%
HCA HCA HOLDINGS INC 0.2%
Value ($000) $370,100 Shares 5,000 Est. Cost $72.42 Unrealized -3.9%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $356,817 Shares 8,767 Est. Cost $40543.26 Unrealized
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $354,925 Shares 1,797 Est. Cost $185990.58 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $346,565 Shares 5,570 Est. Cost $58380.07 Unrealized
WMT WAL MART STORES INC COM 0.1%
Value ($000) $345,254 Shares 4,995 Est. Cost $19.52 Unrealized +2.0%
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $337,920 Shares 6,000 Est. Cost $50430.00 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $331,680 Shares 8,000 Est. Cost $29.90 Unrealized +4.4%
IXC ISHARES TR GLOBAL ENERGY ETF 0.1%
Value ($000) $324,510 Shares 9,325 Est. Cost $34980.05 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $320,217 Shares 4,058 Est. Cost $67.60 Unrealized -9.7%
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.1%
Value ($000) $313,222 Shares 2,673 Est. Cost $117179.95 Unrealized
HAS HASBRO INC SHS 0.1%
Value ($000) $311,160 Shares 4,000 Est. Cost $41.19 Unrealized +46.9%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $304,020 Shares 3,600 Est. Cost $84450.00 Unrealized
XME SPDR SER TR S&P METALS & MNG ETF 0.1%
Value ($000) $298,018 Shares 9,800 Est. Cost $26504.93 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $294,408 Shares 2,378 Est. Cost $10.07 Unrealized +17.7%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $288,601 Shares 2,505 Est. Cost $70.29 Unrealized +27.6%
OWENS ILLINOIS INC 0.1%
Value ($000) $283,783 Shares 16,300 Est. Cost $19243.71 Unrealized
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $271,527 Shares 17,970 Est. Cost $15110.02 Unrealized
VALE VALE S A ADR 0.1%
Value ($000) $256,367 Shares 33,644 Est. Cost $7766.65 Unrealized
LXU LSB INDS INC COM 0.1%
Value ($000) $254,789 Shares 30,260 Est. Cost $5.80 Unrealized 0.0%
IYH ISHARES TR U S HEALTHCARE ETF 0.1%
Value ($000) $250,786 Shares 1,740 Est. Cost $150209.77 Unrealized
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $246,444 Shares 6,350 Est. Cost $46717.07 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $237,363 Shares 6,350 Est. Cost $41462.37 Unrealized
EC ECOPETROL S A SPONSORED ADS 0.1%
Value ($000) $230,775 Shares 25,500 Est. Cost $9050.00 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $228,338 Shares 4,554 Est. Cost $34.77 Unrealized 0.0%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.1%
Value ($000) $227,456 Shares 3,796 Est. Cost $89366.41 Unrealized
BSBR BANCO SANTANDER (BRASIL) SA -ADR- REPR 1 UNIT 0.1%
Value ($000) $222,250 Shares 25,000 Est. Cost $5440.00 Unrealized
DAL DELTA AIRLINES INC COM NEW 0.1%
Value ($000) $221,355 Shares 4,500 Est. Cost $40.91 Unrealized 0.0%
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $218,520 Shares 3,000 Est. Cost $72840.00 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $217,588 Shares 5,150 Est. Cost $29.14 Unrealized 0.0%
SAN BANCO SANTANDER SA ADR 0.1%
Value ($000) $214,022 Shares 41,317 Est. Cost $6239.41 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $210,200 Shares 2,500 Est. Cost $67.52 Unrealized -1.1%
XLF SELECT SECTOR SPDR TR FINANCIAL 0.1%
Value ($000) $207,158 Shares 8,910 Est. Cost $23250.06 Unrealized
BERRY PLASTICS GROUP INC COM 0.1%
Value ($000) $203,935 Shares 4,185 Est. Cost $48729.99 Unrealized
BARCLAYS PLC 0.1%
Value ($000) $187,220 Shares 200,000 Est. Cost $895.00 Unrealized
BARRICK GOLD CORP COM 0.1%
Value ($000) $177,376 Shares 11,069 Est. Cost $16024.57 Unrealized
TTMI TTM TECHNOLOGIES INC COM 0.1%
Value ($000) $144,205 Shares 10,580 Est. Cost $13.03 Unrealized 0.0%
PROSPECT CAP CORP SR NT CONV 0.0%
Value ($000) $61,425 Shares 60,000 Est. Cost $1020.00 Unrealized
NOBLE CORP PLC SHS USD 0.0%
Value ($000) $59,200 Shares 10,000 Est. Cost $5920.00 Unrealized
RENREN INC SPONSORED ADR RESPTG CL A 0.0%
Value ($000) $55,647 Shares 34,998 Est. Cost $3076.97 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $48,950 Shares 11,000 Est. Cost $4195.45 Unrealized
OI S A SPONSORED ADR NEW 2016 0.0%
Value ($000) $41,320 Shares 10,408 Est. Cost $1419.98 Unrealized
INTELLIPHARM ACEUTICALS INTL INC COM 0.0%
Value ($000) $33,145 Shares 10,500 Est. Cost $3156.67 Unrealized
OCERA THERAPEUTICS INC COM 0.0%
Value ($000) $27,300 Shares 13,000 Est. Cost $2100.00 Unrealized