AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 2, 2013

Total Value ($000): $1,149,311 (100.0% shares, 0.0% debt)

Holdings (117)

WFC WELLS FARGO & CO 3.4%
Value ($000) $38,507 Shares 933,055 Est. Cost $27.36 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 3.3%
Value ($000) $38,261 Shares 724,774 Est. Cost $36.24 Unrealized 0.0%
PFE PFIZER INC 3.1%
Value ($000) $35,330 Shares 1,261,340 Est. Cost $16.46 Unrealized 0.0%
GENERAL ELEC CO 2.9%
Value ($000) $33,185 Shares 1,431,023 Est. Cost $23.19 Unrealized
BAC BANK OF AMERICA CORP 2.6%
Value ($000) $29,476 Shares 2,292,095 Est. Cost $10.03 Unrealized 0.0%
CSCO CISCO SYS INC COM 2.2%
Value ($000) $25,275 Shares 1,038,607 Est. Cost $15.24 Unrealized 0.0%
CVX CHEVRON CORP 2.2%
Value ($000) $25,170 Shares 212,690 Est. Cost $71.30 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $24,454 Shares 373,447 Est. Cost $50.75 Unrealized 0.0%
VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $24,260 Shares 481,924 Est. Cost $50.34 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $23,840 Shares 60,123 Est. Cost $13.16 Unrealized 0.0%
V VISA INC. 2.0%
Value ($000) $23,433 Shares 128,223 Est. Cost $40.02 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 2.0%
Value ($000) $22,968 Shares 518,332 Est. Cost $25.91 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 1.9%
Value ($000) $22,179 Shares 1,228,742 Est. Cost $11.47 Unrealized 0.0%
CBS INC 1.9%
Value ($000) $21,981 Shares 449,797 Est. Cost $48.87 Unrealized
ACTAVIS INC 1.9%
Value ($000) $21,625 Shares 171,330 Est. Cost $126.22 Unrealized
PM PHILIP MORRIS INTL INC 1.9%
Value ($000) $21,410 Shares 247,176 Est. Cost $49.85 Unrealized 0.0%
HIG HARTFORD FINL SVCS 1.8%
Value ($000) $20,601 Shares 666,289 Est. Cost $22.20 Unrealized 0.0%
AMGN AMGEN INC 1.8%
Value ($000) $20,492 Shares 207,702 Est. Cost $73.34 Unrealized 0.0%
MO ALTRIA GROUP INC 1.7%
Value ($000) $19,852 Shares 567,341 Est. Cost $16.28 Unrealized 0.0%
VFC VF CORP 1.7%
Value ($000) $19,740 Shares 102,245 Est. Cost $42.45 Unrealized 0.0%
CELGENE CORP 1.7%
Value ($000) $19,334 Shares 165,275 Est. Cost $116.98 Unrealized
TRV TRAVELERS COS INC 1.7%
Value ($000) $19,212 Shares 240,392 Est. Cost $63.44 Unrealized 0.0%
WHR WHIRLPOOL CORP 1.6%
Value ($000) $18,923 Shares 165,474 Est. Cost $121.27 Unrealized 0.0%
EAT BRINKER INTL INC 1.6%
Value ($000) $18,769 Shares 476,010 Est. Cost $32.07 Unrealized 0.0%
DAL DELTA AIRLINES DEL 1.6%
Value ($000) $18,445 Shares 985,816 Est. Cost $14.99 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO 1.6%
Value ($000) $17,930 Shares 434,877 Est. Cost $31.82 Unrealized 0.0%
MSFT MICROSOFT CORP 1.6%
Value ($000) $17,928 Shares 518,997 Est. Cost $26.70 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 1.5%
Value ($000) $17,530 Shares 282,338 Est. Cost $35.69 Unrealized 0.0%
CAG CONAGRA FOODS 1.5%
Value ($000) $17,523 Shares 501,646 Est. Cost $17.69 Unrealized 0.0%
WYNDHAM WORLDWIDE CORP 1.5%
Value ($000) $17,487 Shares 305,558 Est. Cost $57.23 Unrealized
PPL PPL CORP 1.5%
Value ($000) $17,374 Shares 574,156 Est. Cost $16.36 Unrealized 0.0%
DOW CHEMICAL CO 1.4%
Value ($000) $16,024 Shares 498,103 Est. Cost $32.17 Unrealized
CENTURYLINK INC 1.4%
Value ($000) $15,658 Shares 442,944 Est. Cost $35.35 Unrealized
HON HONEYWELL INTL 1.3%
Value ($000) $15,037 Shares 189,522 Est. Cost $53.13 Unrealized 0.0%
QCOM QUALCOMM INC 1.3%
Value ($000) $14,524 Shares 237,740 Est. Cost $45.06 Unrealized 0.0%
COP CONOCOPHILLIPS 1.2%
Value ($000) $14,330 Shares 236,862 Est. Cost $39.96 Unrealized 0.0%
IBM INTL BUSINESS MACHINES 1.2%
Value ($000) $13,962 Shares 73,057 Est. Cost $118.94 Unrealized 0.0%
DUN & BRADSTREET CORP 1.2%
Value ($000) $13,791 Shares 141,513 Est. Cost $97.45 Unrealized
CAT CATERPILLAR INC 1.1%
Value ($000) $13,083 Shares 158,598 Est. Cost $61.55 Unrealized 0.0%
GAP GAP STORES 1.1%
Value ($000) $12,744 Shares 305,400 Est. Cost $26.00 Unrealized 0.0%
LEN LENNAR CORP 1.1%
Value ($000) $12,721 Shares 352,980 Est. Cost $34.18 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP 1.1%
Value ($000) $12,642 Shares 346,631 Est. Cost $22.50 Unrealized 0.0%
KR KROGER CO 1.1%
Value ($000) $12,431 Shares 359,910 Est. Cost $13.44 Unrealized 0.0%
M MACY'S INC 1.1%
Value ($000) $12,425 Shares 258,849 Est. Cost $46.44 Unrealized 0.0%
HRB BLOCK H+R INC 1.1%
Value ($000) $12,157 Shares 438,089 Est. Cost $18.18 Unrealized 0.0%
CF CF INDUSTRIES HOLDINGS INC 1.0%
Value ($000) $11,672 Shares 68,055 Est. Cost $26.73 Unrealized 0.0%
HAL HALLIBURTON CO 1.0%
Value ($000) $11,333 Shares 271,654 Est. Cost $33.21 Unrealized 0.0%
AETNA INC 1.0%
Value ($000) $11,209 Shares 176,408 Est. Cost $63.54 Unrealized
JOHNSON CONTROLS INC 0.9%
Value ($000) $10,815 Shares 302,157 Est. Cost $35.79 Unrealized
MYLAN LABORATORIES 0.9%
Value ($000) $10,379 Shares 334,462 Est. Cost $31.03 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $10,235 Shares 333,280 Est. Cost $27.58 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.9%
Value ($000) $9,783 Shares 281,373 Est. Cost $24.01 Unrealized 0.0%
AXP AMERICAN EXPRESS 0.8%
Value ($000) $9,690 Shares 129,621 Est. Cost $59.62 Unrealized 0.0%
MUR MURPHY OIL CP HLDG 0.8%
Value ($000) $9,673 Shares 158,862 Est. Cost $34.50 Unrealized 0.0%
HP HELMERICH & PAYNE INC 0.8%
Value ($000) $9,520 Shares 152,441 Est. Cost $61.57 Unrealized 0.0%
DISCOVER FINANCIAL SVCS 0.8%
Value ($000) $9,517 Shares 199,767 Est. Cost $47.64 Unrealized
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $9,323 Shares 112,600 Est. Cost $62.64 Unrealized 0.0%
ALL ALLSTATE CORP 0.7%
Value ($000) $8,185 Shares 170,095 Est. Cost $37.12 Unrealized 0.0%
RAYTHEON CO 0.7%
Value ($000) $7,753 Shares 117,266 Est. Cost $66.11 Unrealized
AEP AMERICAN ELECTRIC POWER INC. 0.7%
Value ($000) $7,644 Shares 170,712 Est. Cost $30.44 Unrealized 0.0%
PHM PULTE CORP 0.6%
Value ($000) $7,457 Shares 393,076 Est. Cost $17.74 Unrealized 0.0%
ETR ENTERGY CORP 0.6%
Value ($000) $7,329 Shares 105,179 Est. Cost $20.57 Unrealized 0.0%
MARATHON OIL CORP COM 0.6%
Value ($000) $6,899 Shares 199,508 Est. Cost $34.58 Unrealized
TAP MOLSON COORS BREWING CO 0.6%
Value ($000) $6,739 Shares 140,800 Est. Cost $37.25 Unrealized 0.0%
TIME WARNER CABLE INC 0.6%
Value ($000) $6,641 Shares 59,046 Est. Cost $112.47 Unrealized
AGCO AGCO CORP 0.4%
Value ($000) $5,024 Shares 100,090 Est. Cost $41.52 Unrealized 0.0%
AMERICAN CAPITAL, LTD. 0.4%
Value ($000) $4,639 Shares 366,140 Est. Cost $12.67 Unrealized
ALK ALASKA AIR GROUP 0.3%
Value ($000) $3,967 Shares 76,290 Est. Cost $26.50 Unrealized 0.0%
CACC CREDIT ACCEP CORP MICH 0.3%
Value ($000) $3,402 Shares 32,384 Est. Cost $107.75 Unrealized 0.0%
FBL FINANCIAL GROUP INC. CL. A 0.3%
Value ($000) $3,390 Shares 77,919 Est. Cost $43.51 Unrealized
TUPPERWARE BRANDS CORP 0.3%
Value ($000) $3,053 Shares 39,292 Est. Cost $77.70 Unrealized
SANM SANMINA CORP 0.2%
Value ($000) $2,448 Shares 170,600 Est. Cost $12.85 Unrealized 0.0%
SBSI SOUTHSIDE BANCSHARES INC 0.2%
Value ($000) $2,418 Shares 101,236 Est. Cost $19.42 Unrealized 0.0%
DIME COMMUNITY BANCSHARES 0.2%
Value ($000) $2,336 Shares 152,500 Est. Cost $15.32 Unrealized
ROCK-TENN CO CL A 0.2%
Value ($000) $2,224 Shares 22,263 Est. Cost $99.90 Unrealized
PII POLARIS INDUSTRIES, INC. 0.2%
Value ($000) $2,204 Shares 23,200 Est. Cost $90.50 Unrealized 0.0%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $2,081 Shares 117,300 Est. Cost $18.64 Unrealized 0.0%
MICROSEMI CORP 0.1%
Value ($000) $1,597 Shares 70,200 Est. Cost $22.75 Unrealized
RBCAA REPUBLIC BANCORP INC 0.1%
Value ($000) $1,423 Shares 64,900 Est. Cost $22.46 Unrealized 0.0%
AIR METHODS CORP 0.1%
Value ($000) $1,410 Shares 41,648 Est. Cost $33.86 Unrealized
NEU NEWMARKET CORP 0.1%
Value ($000) $1,353 Shares 5,150 Est. Cost $215.14 Unrealized 0.0%
PDL BIOPHARMA INC 0.1%
Value ($000) $1,329 Shares 172,135 Est. Cost $7.72 Unrealized
AMERICAN GREETINGS CORP 0.1%
Value ($000) $1,221 Shares 67,018 Est. Cost $18.22 Unrealized
OMNIVISION TECHNOLOGIES INC 0.1%
Value ($000) $1,133 Shares 60,765 Est. Cost $18.65 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,052 Shares 12,950 Est. Cost $68.04 Unrealized 0.0%
ANWORTH MORTGAGE 0.1%
Value ($000) $930 Shares 166,104 Est. Cost $5.60 Unrealized
DLX DELUXE CORP 0.1%
Value ($000) $822 Shares 23,702 Est. Cost $23.94 Unrealized 0.0%
PG PROCTOR & GAMBLE 0.1%
Value ($000) $803 Shares 10,425 Est. Cost $55.00 Unrealized 0.0%
HYSTER-YALE MATLS HANDLING INC 0.1%
Value ($000) $795 Shares 12,666 Est. Cost $62.77 Unrealized
HY HYSTER-YALE MATERIALS HANDLING 0.1%
Value ($000) $795 Shares 12,666 Est. Cost $43.68 Unrealized 0.0%
T AT+T INC COM 0.1%
Value ($000) $783 Shares 22,123 Est. Cost $11.40 Unrealized 0.0%
DYNEX CAPITAL INC 0.1%
Value ($000) $753 Shares 73,844 Est. Cost $10.20 Unrealized
PREMIERE GLOBAL SERVICES INC 0.1%
Value ($000) $734 Shares 60,830 Est. Cost $12.07 Unrealized
NC NACCO INDS INC 0.1%
Value ($000) $723 Shares 12,622 Est. Cost $9.41 Unrealized 0.0%
CST BRANDS INC 0.1%
Value ($000) $707 Shares 22,934 Est. Cost $30.83 Unrealized
BLACK BOX CORPORATION 0.1%
Value ($000) $623 Shares 24,615 Est. Cost $25.31 Unrealized
CHE CHEMED CORP 0.1%
Value ($000) $582 Shares 8,040 Est. Cost $68.92 Unrealized 0.0%
UNITED ONLINE 0.1%
Value ($000) $580 Shares 76,479 Est. Cost $7.58 Unrealized
HD HOME DEPOT, INC 0.0%
Value ($000) $473 Shares 6,110 Est. Cost $56.05 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $457 Shares 9,990 Est. Cost $24.43 Unrealized 0.0%
WELLPOINT INC 0.0%
Value ($000) $454 Shares 5,550 Est. Cost $81.80 Unrealized
BAKER HUGHES INC 0.0%
Value ($000) $451 Shares 9,770 Est. Cost $46.16 Unrealized
AMKR AMKOR TECHNOLOGY 0.0%
Value ($000) $431 Shares 102,400 Est. Cost $3.93 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING 0.0%
Value ($000) $365 Shares 5,310 Est. Cost $68.74 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $325 Shares 7,000 Est. Cost $30.02 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $315 Shares 4,502 Est. Cost $47.81 Unrealized 0.0%
ROYAL DUTCH SHELL PLC ADR CL A 0.0%
Value ($000) $310 Shares 4,860 Est. Cost $63.79 Unrealized
C CITIGROUP INC COM 0.0%
Value ($000) $298 Shares 6,215 Est. Cost $35.76 Unrealized 0.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $292 Shares 4,280 Est. Cost $34.79 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $284 Shares 3,148 Est. Cost $53.69 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $274 Shares 3,510 Est. Cost $54.12 Unrealized 0.0%
MDU MDU RESOURCES GROUP 0.0%
Value ($000) $266 Shares 10,250 Est. Cost $6.58 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $257 Shares 2,645 Est. Cost $63.06 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value ($000) $245 Shares 2,740 Est. Cost $66.38 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $231 Shares 5,160 Est. Cost $30.86 Unrealized 0.0%
SUNTRUST BANKS INC 0.0%
Value ($000) $229 Shares 7,250 Est. Cost $31.59 Unrealized
CMCSA COMCAST CLASS A 0.0%
Value ($000) $201 Shares 4,820 Est. Cost $15.62 Unrealized 0.0%