IPG Investment Advisors LLC Diversified Active

CIK: 0001602237 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 11, 2018

Total Value ($000): $306,844,020 (100.0% shares, 0.0% debt)

Holdings (147)

EMBJ EMBRAER S A SPONSORED ADR REPSTG 4 COM 8.9%
Value ($000) $27,158,550 Shares 1,044,560 Est. Cost $25999.99 Unrealized
AAPL APPLE INC COM 7.9%
Value ($000) $24,114,761 Shares 143,728 Est. Cost $24.79 Unrealized +63.0%
WDC WESTERN DIGITAL CORP COM 5.9%
Value ($000) $17,982,077 Shares 194,885 Est. Cost $60.24 Unrealized +2.1%
SYNTEL INC COM 5.3%
Value ($000) $16,115,933 Shares 631,255 Est. Cost $18811.79 Unrealized
AIR TRANS SVCS GROUP INC COM 4.6%
Value ($000) $14,182,173 Shares 608,155 Est. Cost $8542.55 Unrealized
MGA MAGNA INTERNATIONAL INC COM 4.6%
Value ($000) $14,035,100 Shares 249,070 Est. Cost $31.64 Unrealized +38.2%
PBR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 4.5%
Value ($000) $13,836,344 Shares 978,525 Est. Cost $14140.00 Unrealized
MD MEDNAX INC COM 4.4%
Value ($000) $13,456,343 Shares 241,890 Est. Cost $53.81 Unrealized +1.9%
META FACEBOOK INC CL A 3.5%
Value ($000) $10,858,045 Shares 67,952 Est. Cost $142.46 Unrealized +25.2%
QCOM QUALCOMM INC 3.5%
Value ($000) $10,644,597 Shares 192,106 Est. Cost $45.96 Unrealized +12.9%
WALGREENS BOOTS ALLIANCE INC COM 2.8%
Value ($000) $8,581,870 Shares 131,081 Est. Cost $74597.44 Unrealized
CX CEMEX S A B DE C V SPONSOR ADR NEW REP ORD PARTN CTF NEW FOR A & B SHS 2.7%
Value ($000) $8,317,111 Shares 1,256,361 Est. Cost $6620.00 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 2.6%
Value ($000) $8,104,243 Shares 304,900 Est. Cost $31.85 Unrealized -2.9%
NOK NOKIA CORP SPONSORED ADR 2.6%
Value ($000) $7,935,712 Shares 1,450,770 Est. Cost $4818.60 Unrealized
PHM PULTEGROUP INC COM 2.2%
Value ($000) $6,665,918 Shares 226,040 Est. Cost $21.47 Unrealized +32.3%
AMZN AMAZON COM INC 1.9%
Value ($000) $5,854,490 Shares 4,045 Est. Cost $43.12 Unrealized +65.8%
GLD SPDR GOLD TR GOLD SHS 1.5%
Value ($000) $4,463,154 Shares 35,481 Est. Cost $121548.59 Unrealized
SHY ISHARES TR 1 3 YR TREAS BD ETF 1.2%
Value ($000) $3,820,540 Shares 45,722 Est. Cost $84450.67 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 1.1%
Value ($000) $3,376,518 Shares 12,831 Est. Cost $228796.10 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 1.1%
Value ($000) $3,349,605 Shares 18,250 Est. Cost $153927.40 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 1.0%
Value ($000) $3,211,614 Shares 47,643 Est. Cost $67818.16 Unrealized
EEM ISHARES TR MSCI EMERGING MKTS ETF 1.0%
Value ($000) $3,068,194 Shares 63,550 Est. Cost $46684.07 Unrealized
SLQD ISHARES TR 0 5 YR INVT GRADE CORP BD ETF 0.7%
Value ($000) $2,212,794 Shares 44,487 Est. Cost $50620.00 Unrealized
BAC BANK AMER CORP COM 0.7%
Value ($000) $2,201,660 Shares 73,413 Est. Cost $16.85 Unrealized +54.6%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $2,105,550 Shares 23,069 Est. Cost $48.41 Unrealized +74.2%
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.7%
Value ($000) $2,077,602 Shares 18,660 Est. Cost $112520.20 Unrealized
MU MICRON TECHNOLOGY INC COM 0.7%
Value ($000) $2,076,318 Shares 39,822 Est. Cost $30.69 Unrealized +52.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $1,902,840 Shares 9,539 Est. Cost $158.27 Unrealized +29.7%
POWERSHARES QQQ TR UNIT SER 1 0.6%
Value ($000) $1,717,874 Shares 10,728 Est. Cost $106947.95 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,702,984 Shares 1,642 Est. Cost $55.03 Unrealized 0.0%
MBB ISHARES TR MBS ETF 0.6%
Value ($000) $1,689,623 Shares 16,147 Est. Cost $104640.05 Unrealized
XLF SELECT SECTOR SPDR TR FINANCIAL 0.5%
Value ($000) $1,545,463 Shares 56,056 Est. Cost $26274.67 Unrealized
KRE SPDR SER TR S&P REGL BKG ETF 0.5%
Value ($000) $1,476,536 Shares 24,450 Est. Cost $59914.49 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $1,467,968 Shares 4,344 Est. Cost $195.92 Unrealized +40.6%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $1,415,438 Shares 9,604 Est. Cost $133.07 Unrealized 0.0%
DXJ WISDOMTREE TR JAPAN HEDGED EQUITY FD 0.4%
Value ($000) $1,280,443 Shares 22,861 Est. Cost $51710.35 Unrealized
C CITIGROUP INC COM NEW 0.4%
Value ($000) $1,159,585 Shares 17,140 Est. Cost $38.20 Unrealized +50.9%
TXT TEXTRON INC COM 0.4%
Value ($000) $1,148,735 Shares 19,480 Est. Cost $47.66 Unrealized +22.1%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,128,828 Shares 3,822 Est. Cost $15.44 Unrealized +76.3%
CEF SPROTT PHYSICAL GOLD & SILVER TR TR UNIT 0.4%
Value ($000) $1,120,130 Shares 84,730 Est. Cost $13219.99 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $1,074,671 Shares 20,635 Est. Cost $29.03 Unrealized +38.0%
BARCLAYS BK PLC SPON ADR PREF SHS SER 5 DIV RT 0.3%
Value ($000) $1,034,242 Shares 39,280 Est. Cost $24145.01 Unrealized
TBT PROSHARES TR PROSHARES ULTRASHORT 20 YR TREAS NEW 0.3%
Value ($000) $1,020,819 Shares 28,145 Est. Cost $52547.10 Unrealized
CREDIT SUISSE GROUP SPONSORED ADR 0.3%
Value ($000) $1,006,393 Shares 59,940 Est. Cost $14600.00 Unrealized
XLB SELECT SECTOR SPDR TR MATLS 0.3%
Value ($000) $923,908 Shares 16,226 Est. Cost $56939.97 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF TRANSFORMATIONAL 0.3%
Value ($000) $895,284 Shares 46,800 Est. Cost $19130.00 Unrealized
PACWEST BANCORP DEL COM 0.3%
Value ($000) $893,472 Shares 18,039 Est. Cost $46657.71 Unrealized
ALEXION PHARMACEUTICALS INC COM 0.3%
Value ($000) $891,680 Shares 8,000 Est. Cost $111460.00 Unrealized
DIS DISNEY WALT CO DISNEY COM 0.3%
Value ($000) $876,140 Shares 8,723 Est. Cost $97.06 Unrealized +4.0%
SENIOR HSG PPTYS TR SH BEN INT 0.3%
Value ($000) $871,636 Shares 55,660 Est. Cost $20440.00 Unrealized
SVB FINL GROUP COM 0.3%
Value ($000) $854,436 Shares 3,560 Est. Cost $238415.11 Unrealized
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $843,646 Shares 62,585 Est. Cost $19271.99 Unrealized
T AT&T INC COM 0.3%
Value ($000) $816,385 Shares 22,900 Est. Cost $14.25 Unrealized +11.0%
EA ELECTRONIC ARTS INC COM 0.3%
Value ($000) $802,003 Shares 6,615 Est. Cost $112.76 Unrealized +4.5%
PANDORA MEDIA INC COM 0.3%
Value ($000) $769,288 Shares 152,940 Est. Cost $7920.65 Unrealized
EWW ISHARES INC MSCI MEXICO CAPPED ETF 0.2%
Value ($000) $764,557 Shares 14,840 Est. Cost $62492.72 Unrealized
DAL DELTA AIRLINES INC COM NEW 0.2%
Value ($000) $755,830 Shares 13,790 Est. Cost $46.61 Unrealized +8.9%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $748,519 Shares 3,232 Est. Cost $4.02 Unrealized +44.6%
IBUY AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF 0.2%
Value ($000) $732,550 Shares 16,250 Est. Cost $45080.00 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $730,595 Shares 10,485 Est. Cost $68480.02 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $730,507 Shares 708 Est. Cost $41.19 Unrealized +33.0%
HEDJ WISDOMTREE TR EUROPE HEDGED EQUITY FD 0.2%
Value ($000) $716,890 Shares 11,430 Est. Cost $60433.38 Unrealized
SANCHEZ ENERGY CORP COM 0.2%
Value ($000) $688,600 Shares 220,000 Est. Cost $3229.09 Unrealized
WMT WAL MART STORES INC COM 0.2%
Value ($000) $687,738 Shares 7,730 Est. Cost $23.34 Unrealized +21.4%
ETFS GOLD TR SH 0.2%
Value ($000) $668,495 Shares 5,210 Est. Cost $119370.21 Unrealized
IYF ISHARES TR US FINANCIALS ETF INDEX FD 0.2%
Value ($000) $653,845 Shares 5,550 Est. Cost $92245.12 Unrealized
DIREXION SHS ETF TR DAILY GOLD MINERS INDEX BULL 3X SHS 0.2%
Value ($000) $646,356 Shares 26,490 Est. Cost $24400.00 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $636,907 Shares 3,135 Est. Cost $203160.12 Unrealized
EWJ ISHARES INC MSCI JAPAN ETF NEW 0.2%
Value ($000) $633,074 Shares 10,433 Est. Cost $60218.96 Unrealized
GM GENERAL MTRS CO COM 0.2%
Value ($000) $604,770 Shares 16,642 Est. Cost $26.51 Unrealized +34.8%
IEI ISHARES TR 3 7 YR TREAS BD ETF 0.2%
Value ($000) $579,846 Shares 4,807 Est. Cost $126545.67 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA 0.2%
Value ($000) $543,366 Shares 68,781 Est. Cost $6555.22 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $530,085 Shares 9,157 Est. Cost $47.81 Unrealized +1.9%
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $512,081 Shares 9,771 Est. Cost $42.65 Unrealized +11.9%
AGNC AGNC INVT CORP COM 0.2%
Value ($000) $511,786 Shares 27,050 Est. Cost $18251.46 Unrealized
FEZ SPDR INDEX SHS FDS EURO STOXX 50 ETF 0.2%
Value ($000) $510,584 Shares 12,679 Est. Cost $41250.02 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $508,256 Shares 2,800 Est. Cost $22.64 Unrealized +22.7%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $486,588 Shares 8,750 Est. Cost $49.42 Unrealized +3.0%
HCA HCA HOLDINGS INC 0.2%
Value ($000) $485,000 Shares 5,000 Est. Cost $72.42 Unrealized +24.7%
UNILEVER PLC SPON ADR NEW 0.2%
Value ($000) $478,761 Shares 8,617 Est. Cost $40804.66 Unrealized
JPM JP MORGAN CHASE & CO COM 0.2%
Value ($000) $465,613 Shares 4,234 Est. Cost $52.86 Unrealized +72.9%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.1%
Value ($000) $444,464 Shares 6,794 Est. Cost $59209.83 Unrealized
MVV PROSHARES TR PROSHARES ULTRA MIDCAP400 0.1%
Value ($000) $442,857 Shares 3,715 Est. Cost $119207.80 Unrealized
IWY ISHARES TR RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $442,620 Shares 6,000 Est. Cost $50430.00 Unrealized
IBB ISHARES TR NASDAQ BIOTECHNOLOGY ETF 0.1%
Value ($000) $442,580 Shares 4,146 Est. Cost $106768.44 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $435,797 Shares 2,445 Est. Cost $130.63 Unrealized +18.4%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $431,940 Shares 1,715 Est. Cost $137.45 Unrealized +58.9%
EWG ISHARES INC MSCI GERMANY ETF 0.1%
Value ($000) $421,422 Shares 13,153 Est. Cost $32430.02 Unrealized
XLI SELECT SECTOR SPDR TR INDL 0.1%
Value ($000) $415,727 Shares 5,596 Est. Cost $61539.41 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $413,151 Shares 1,260 Est. Cost $271.64 Unrealized +18.9%
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD 0.1%
Value ($000) $398,513 Shares 5,081 Est. Cost $80128.36 Unrealized
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $387,870 Shares 25,170 Est. Cost $15500.43 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $378,333 Shares 8,821 Est. Cost $33.46 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $377,615 Shares 6,070 Est. Cost $55.85 Unrealized 0.0%
CMF ISHARES TR CALIF MUNI BD ETF FD 0.1%
Value ($000) $348,761 Shares 5,975 Est. Cost $58370.04 Unrealized
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $345,728 Shares 1,600 Est. Cost $172.04 Unrealized +18.2%
KO COCA COLA COMPANY 0.1%
Value ($000) $345,269 Shares 7,950 Est. Cost $30.08 Unrealized +16.6%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.1%
Value ($000) $342,414 Shares 1,002 Est. Cost $326330.34 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $337,675 Shares 2,635 Est. Cost $90.03 Unrealized +20.4%
HAS HASBRO INC 0.1%
Value ($000) $337,200 Shares 4,000 Est. Cost $43.39 Unrealized +61.4%
XLY SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY 0.1%
Value ($000) $334,257 Shares 3,300 Est. Cost $79992.52 Unrealized
IXC ISHARES TR GLOBAL ENERGY ETF 0.1%
Value ($000) $333,140 Shares 9,804 Est. Cost $34990.86 Unrealized
TSLA TESLA MTRS INC COM 0.1%
Value ($000) $331,865 Shares 1,247 Est. Cost $14.52 Unrealized +51.5%
VALE VALE S A ADR 0.1%
Value ($000) $326,192 Shares 25,644 Est. Cost $7826.35 Unrealized
KHC KRAFT HEINZ CO COM STK 0.1%
Value ($000) $314,253 Shares 5,045 Est. Cost $48.97 Unrealized 0.0%
TWITTER INC COM 0.1%
Value ($000) $309,769 Shares 10,678 Est. Cost $29010.02 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $306,448 Shares 5,350 Est. Cost $51.77 Unrealized +5.0%
HYG ISHARES TR IBOXX HIGH YIELD CORP BD ETF 0.1%
Value ($000) $306,163 Shares 3,575 Est. Cost $87937.47 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value ($000) $301,361 Shares 15,008 Est. Cost $20276.45 Unrealized
IEV ISHARES TR EUROPE ETF 0.1%
Value ($000) $296,100 Shares 6,350 Est. Cost $46717.07 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $292,679 Shares 2,447 Est. Cost $80.89 Unrealized +41.9%
IYH ISHARES TR U S HEALTHCARE ETF 0.1%
Value ($000) $291,711 Shares 1,690 Est. Cost $155559.53 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $289,989 Shares 8,171 Est. Cost $22.83 Unrealized +6.2%
PST PROSHARES TR PROSHARES ULTRASHORT 7 10 YR TREAS 0.1%
Value ($000) $282,375 Shares 12,500 Est. Cost $22590.00 Unrealized
XLP SELECT SECTOR SPDR TR CONSUMER STAPLES 0.1%
Value ($000) $278,834 Shares 5,298 Est. Cost $53979.99 Unrealized
INCY INCYTE CORP COM 0.1%
Value ($000) $276,655 Shares 3,320 Est. Cost $102.64 Unrealized -12.2%
XLV SELECT SECTOR SPDR TR HEALTH CARE 0.1%
Value ($000) $273,260 Shares 3,357 Est. Cost $81918.25 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.1%
Value ($000) $265,853 Shares 1,910 Est. Cost $128.01 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 0.1%
Value ($000) $258,893 Shares 9,306 Est. Cost $27820.01 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $257,202 Shares 4,795 Est. Cost $49.58 Unrealized 0.0%
RMD RESMED INC COM 0.1%
Value ($000) $257,007 Shares 2,610 Est. Cost $87.58 Unrealized 0.0%
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.1%
Value ($000) $255,910 Shares 2,180 Est. Cost $118513.34 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.1%
Value ($000) $254,170 Shares 4,456 Est. Cost $51848.32 Unrealized
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $247,078 Shares 1,609 Est. Cost $154150.06 Unrealized
IJR ISHARES TR CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $245,879 Shares 3,193 Est. Cost $76806.32 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.1%
Value ($000) $243,298 Shares 3,010 Est. Cost $80.47 Unrealized 0.0%
BP BP PLC SPONS ADR 0.1%
Value ($000) $237,159 Shares 5,850 Est. Cost $41462.37 Unrealized
QLD PROSHARES TR PROSHARES ULTRA QQQ 0.1%
Value ($000) $236,982 Shares 3,110 Est. Cost $73329.91 Unrealized
GDOT GREEN DOT CORP COM 0.1%
Value ($000) $233,542 Shares 3,640 Est. Cost $63.03 Unrealized 0.0%
USMV ISHARES MSCI USA MINIMUM VOLATILITY ETF 0.1%
Value ($000) $231,452 Shares 4,457 Est. Cost $48930.00 Unrealized
UPLD UPLAND SOFTWARE INC COM 0.1%
Value ($000) $228,737 Shares 7,945 Est. Cost $24.64 Unrealized 0.0%
IYR ISHARES TR US REAL ESTATE ETF 0.1%
Value ($000) $226,410 Shares 3,000 Est. Cost $75470.00 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value ($000) $221,984 Shares 2,800 Est. Cost $67.87 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE TERM CORPORATE BOND INDEX ETF SHS 0.1%
Value ($000) $221,857 Shares 2,615 Est. Cost $88009.95 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $214,846 Shares 1,884 Est. Cost $85.03 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM GOVERNMENT BOND 0.1%
Value ($000) $210,740 Shares 3,510 Est. Cost $60790.03 Unrealized
NUVEEN DIVID ADVANTAGE MUN FD COM 0.1%
Value ($000) $209,806 Shares 15,967 Est. Cost $13745.90 Unrealized
IEUR ISHARES TR CORE MSCI EUROPE ETF 0.1%
Value ($000) $208,159 Shares 4,190 Est. Cost $49679.95 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $203,349 Shares 1,407 Est. Cost $117.49 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $201,131 Shares 2,125 Est. Cost $78.53 Unrealized 0.0%
F FORD MOTOR CO DEL COM PAR 0.1%
Value ($000) $196,005 Shares 17,690 Est. Cost $7.48 Unrealized 0.0%
SAN BANCO SANTANDER SA ADR 0.1%
Value ($000) $189,682 Shares 28,959 Est. Cost $6366.57 Unrealized
OI S A SPONSORED ADR NEW 2016 0.0%
Value ($000) $92,526 Shares 15,603 Est. Cost $5903.47 Unrealized
SIERRA METALS INC COM 0.0%
Value ($000) $80,891 Shares 31,599 Est. Cost $2519.00 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $68,640 Shares 11,000 Est. Cost $5470.00 Unrealized
FLL FULL HOUSE RESORTS INC COM 0.0%
Value ($000) $42,520 Shares 13,246 Est. Cost $2.33 Unrealized +42.0%
TMQ TRILOGY METALS INC NEW COM 0.0%
Value ($000) $18,860 Shares 14,850 Est. Cost $1.38 Unrealized 0.0%