AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 5, 2015

Total Value ($000): $1,387,094 (100.0% shares, 0.0% debt)

Holdings (115)

WFC WELLS FARGO & CO 2.9%
Value ($000) $40,133 Shares 737,734 Est. Cost $30.23 Unrealized +31.8%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $37,182 Shares 613,773 Est. Cost $38.08 Unrealized +16.3%
CIGNA CORP COM 2.2%
Value ($000) $31,177 Shares 240,857 Est. Cost $96.58 Unrealized
GENERAL ELEC CO 2.1%
Value ($000) $29,305 Shares 1,181,168 Est. Cost $23.63 Unrealized
CVX CHEVRON CORP 2.0%
Value ($000) $28,181 Shares 268,445 Est. Cost $70.43 Unrealized -5.0%
T AT+T INC COM 2.0%
Value ($000) $28,173 Shares 862,878 Est. Cost $11.16 Unrealized +5.7%
IP INTERNATIONAL PAPER CO 2.0%
Value ($000) $27,820 Shares 501,356 Est. Cost $27.85 Unrealized +17.6%
MYLAN NV 1.9%
Value ($000) $26,643 Shares 448,921 Est. Cost $59.35 Unrealized
LNC LINCOLN NATIONAL CORP 1.9%
Value ($000) $26,469 Shares 460,652 Est. Cost $27.03 Unrealized +39.4%
HIG HARTFORD FINL SVCS 1.9%
Value ($000) $26,028 Shares 622,387 Est. Cost $25.37 Unrealized +28.2%
CSCO CISCO SYS INC COM 1.8%
Value ($000) $25,138 Shares 913,266 Est. Cost $20.07 Unrealized +0.1%
INTC INTEL CORP 1.8%
Value ($000) $25,029 Shares 800,425 Est. Cost $26.46 Unrealized -1.7%
GS GOLDMAN SACHS GROUP INC COM 1.8%
Value ($000) $24,606 Shares 130,906 Est. Cost $142.59 Unrealized +5.1%
AETNA INC 1.7%
Value ($000) $23,689 Shares 222,371 Est. Cost $68.17 Unrealized
APPLE INC 1.7%
Value ($000) $23,640 Shares 189,983 Est. Cost $124.43 Unrealized
WYNDHAM WORLDWIDE CORP 1.6%
Value ($000) $21,987 Shares 243,029 Est. Cost $63.85 Unrealized
WHR WHIRLPOOL CORP 1.6%
Value ($000) $21,816 Shares 107,968 Est. Cost $175.94 Unrealized +15.4%
TGT TARGET CORP COM 1.6%
Value ($000) $21,591 Shares 263,083 Est. Cost $56.00 Unrealized 0.0%
TRV TRAVELERS COS INC 1.5%
Value ($000) $21,312 Shares 197,095 Est. Cost $67.16 Unrealized +25.0%
LEN LENNAR CORP 1.5%
Value ($000) $20,952 Shares 404,403 Est. Cost $35.44 Unrealized +16.6%
PPL PPL CORP 1.5%
Value ($000) $20,135 Shares 598,188 Est. Cost $17.64 Unrealized +11.8%
SEIC SEI INVESTMENTS CO 1.5%
Value ($000) $20,115 Shares 456,215 Est. Cost $32.19 Unrealized +14.1%
ACTAVIS PLC 1.4%
Value ($000) $20,096 Shares 67,524 Est. Cost $162.16 Unrealized
WDC WESTERN DIGITAL CORP 1.4%
Value ($000) $20,061 Shares 220,421 Est. Cost $46.11 Unrealized +41.9%
AMGEN INC 1.4%
Value ($000) $19,636 Shares 122,842 Est. Cost $159.85 Unrealized
CELGENE CORP 1.4%
Value ($000) $19,589 Shares 169,923 Est. Cost $101.10 Unrealized
DIS DISNEY WALT CO DISNEY COM 1.4%
Value ($000) $19,086 Shares 181,960 Est. Cost $81.00 Unrealized +13.4%
CF CF INDUSTRIES HOLDINGS INC 1.3%
Value ($000) $18,653 Shares 65,752 Est. Cost $32.10 Unrealized +37.0%
EAT BRINKER INTL INC 1.3%
Value ($000) $18,592 Shares 302,010 Est. Cost $37.30 Unrealized +36.1%
DISCOVER FINANCIAL SVCS 1.3%
Value ($000) $18,555 Shares 329,290 Est. Cost $52.32 Unrealized
ARCHER DANIELS MIDLAND CO COM 1.3%
Value ($000) $18,485 Shares 389,977 Est. Cost $47.40 Unrealized
VLO VALERO ENERGY CORP COM 1.3%
Value ($000) $17,877 Shares 280,999 Est. Cost $25.49 Unrealized +43.4%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $17,372 Shares 357,235 Est. Cost $27.74 Unrealized -0.5%
MO ALTRIA GROUP INC 1.2%
Value ($000) $17,251 Shares 344,883 Est. Cost $17.76 Unrealized +47.4%
DAL DELTA AIRLINES DEL 1.2%
Value ($000) $17,152 Shares 381,503 Est. Cost $16.73 Unrealized +142.9%
KEY KEYCORP 1.2%
Value ($000) $16,975 Shares 1,198,812 Est. Cost $8.87 Unrealized +0.9%
VFC VF CORP 1.2%
Value ($000) $16,824 Shares 223,402 Est. Cost $51.74 Unrealized +33.8%
PSX PHILLIPS 66 1.2%
Value ($000) $16,808 Shares 213,844 Est. Cost $49.25 Unrealized 0.0%
HEWLETT PACKARD CO 1.2%
Value ($000) $16,801 Shares 539,178 Est. Cost $32.45 Unrealized
KR KROGER CO 1.2%
Value ($000) $16,129 Shares 210,394 Est. Cost $20.24 Unrealized +42.8%
HP HELMERICH & PAYNE INC 1.1%
Value ($000) $15,421 Shares 226,552 Est. Cost $65.56 Unrealized -0.2%
BOEING CO 1.1%
Value ($000) $15,101 Shares 100,621 Est. Cost $150.08 Unrealized
ALLSTATE CORP 1.1%
Value ($000) $15,032 Shares 211,212 Est. Cost $71.17 Unrealized
PCG PG&E CORP 1.1%
Value ($000) $14,997 Shares 282,582 Est. Cost $45.43 Unrealized +9.9%
ALCOA INC 1.1%
Value ($000) $14,747 Shares 1,141,386 Est. Cost $12.92 Unrealized
JOHNSON CONTROLS INC 1.0%
Value ($000) $14,551 Shares 288,476 Est. Cost $38.28 Unrealized
PHM PULTE CORP 1.0%
Value ($000) $14,405 Shares 648,001 Est. Cost $16.95 Unrealized +12.0%
PRU PRUDENTIAL FINANCIAL INC 1.0%
Value ($000) $13,626 Shares 169,666 Est. Cost $48.60 Unrealized +3.9%
ABBV ABBVIE INC 0.9%
Value ($000) $12,755 Shares 217,882 Est. Cost $36.41 Unrealized +6.7%
HAL HALLIBURTON CO 0.9%
Value ($000) $12,743 Shares 290,415 Est. Cost $33.79 Unrealized +0.1%
MAN MANPOWERGROUP INC 0.9%
Value ($000) $12,071 Shares 140,117 Est. Cost $77.74 Unrealized -2.0%
AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $11,880 Shares 211,204 Est. Cost $56.25 Unrealized
PKG PACKAGING CORP OF AMERICA 0.8%
Value ($000) $11,723 Shares 149,932 Est. Cost $48.63 Unrealized +17.7%
PH PARKER-HANNIFIN 0.8%
Value ($000) $11,639 Shares 97,990 Est. Cost $101.29 Unrealized 0.0%
BLOCK H+R INC 0.8%
Value ($000) $11,149 Shares 347,635 Est. Cost $32.07 Unrealized
ASHLAND INC (NEW) 0.8%
Value ($000) $11,013 Shares 86,504 Est. Cost $127.31 Unrealized
TSN TYSON FOODS 0.7%
Value ($000) $9,835 Shares 256,784 Est. Cost $30.43 Unrealized +2.2%
LUV SOUTHWEST AIRLINES 0.6%
Value ($000) $8,623 Shares 194,660 Est. Cost $31.23 Unrealized +23.6%
TESORO CORP 0.6%
Value ($000) $8,317 Shares 91,107 Est. Cost $70.55 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $8,292 Shares 72,989 Est. Cost $60.64 Unrealized +40.7%
M MACY'S INC 0.6%
Value ($000) $8,213 Shares 126,530 Est. Cost $51.23 Unrealized +25.6%
AVAGO TECHNOLOGIES 0.6%
Value ($000) $8,089 Shares 63,700 Est. Cost $126.99 Unrealized
FOOTLOCKER INC 0.6%
Value ($000) $7,705 Shares 122,300 Est. Cost $58.54 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $7,607 Shares 77,519 Est. Cost $43.02 Unrealized +64.0%
SANDISK CORP 0.5%
Value ($000) $7,148 Shares 112,355 Est. Cost $79.65 Unrealized
HCA HCA HOLDINGS INC 0.5%
Value ($000) $7,146 Shares 94,990 Est. Cost $63.36 Unrealized +5.4%
JBL JABIL CIRCUIT INC 0.5%
Value ($000) $7,055 Shares 301,760 Est. Cost $18.99 Unrealized +4.8%
BROCADE COMMUNICATION 0.5%
Value ($000) $6,979 Shares 588,170 Est. Cost $11.19 Unrealized
ICE INTERCONTINENTAL EXCHANGE 0.5%
Value ($000) $6,483 Shares 27,790 Est. Cost $39.23 Unrealized 0.0%
MALLINCKRODT PLC 0.5%
Value ($000) $6,345 Shares 50,100 Est. Cost $93.88 Unrealized
JLL JONES LANG LASALLE INC 0.4%
Value ($000) $6,197 Shares 36,365 Est. Cost $131.58 Unrealized +16.8%
GLPI GAMING AND LEISURE PROPERTIES 0.4%
Value ($000) $6,189 Shares 167,850 Est. Cost $36.87 Unrealized
DTE DTE ENERGY 0.4%
Value ($000) $6,123 Shares 75,880 Est. Cost $46.25 Unrealized +7.7%
TRN TRINITY INDUSTRIES INC 0.4%
Value ($000) $6,123 Shares 172,420 Est. Cost $18.49 Unrealized -15.3%
HEALTH NET INC 0.4%
Value ($000) $6,115 Shares 101,090 Est. Cost $60.49 Unrealized
JAZZ JAZZ PHARMACEUTICALS 0.4%
Value ($000) $6,065 Shares 35,100 Est. Cost $159.08 Unrealized +7.9%
LEG LEGGETT & PLATT INC 0.4%
Value ($000) $6,050 Shares 131,260 Est. Cost $40.40 Unrealized +10.4%
AMP AMERIPRISE FINANCIAL INC 0.4%
Value ($000) $6,023 Shares 46,030 Est. Cost $104.63 Unrealized 0.0%
AL AIR LEASE CORP 0.4%
Value ($000) $6,023 Shares 159,590 Est. Cost $31.15 Unrealized +0.6%
ETR ENTERGY CORP 0.4%
Value ($000) $5,930 Shares 76,530 Est. Cost $25.03 Unrealized +6.4%
ZBRA ZEBRA TECHNOLOGIES CORP. 0.4%
Value ($000) $5,886 Shares 64,890 Est. Cost $86.53 Unrealized 0.0%
INGRAM MICRO INC. 0.4%
Value ($000) $5,868 Shares 233,580 Est. Cost $25.55 Unrealized
UNM UNUM CORP 0.4%
Value ($000) $5,845 Shares 173,300 Est. Cost $34.39 Unrealized -3.5%
SNA SNAP-ON INC 0.4%
Value ($000) $5,838 Shares 39,695 Est. Cost $97.54 Unrealized +12.2%
LEA LEAR CORP 0.4%
Value ($000) $5,677 Shares 51,225 Est. Cost $82.21 Unrealized +5.4%
RR DONNELLEY & SONS CO 0.4%
Value ($000) $5,653 Shares 294,594 Est. Cost $17.93 Unrealized
GANNETT INC 0.4%
Value ($000) $5,575 Shares 150,340 Est. Cost $32.22 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.4%
Value ($000) $5,503 Shares 135,640 Est. Cost $40.57 Unrealized
MICHAEL KORS HOLDINGS 0.4%
Value ($000) $5,417 Shares 82,390 Est. Cost $65.75 Unrealized
ROCK-TENN CO CL A 0.4%
Value ($000) $5,414 Shares 83,945 Est. Cost $61.45 Unrealized
COMPUTER SCIENCES 0.4%
Value ($000) $5,388 Shares 82,540 Est. Cost $63.89 Unrealized
AGL RESOURCES INC 0.4%
Value ($000) $5,357 Shares 107,900 Est. Cost $49.65 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.4%
Value ($000) $5,143 Shares 62,840 Est. Cost $59.97 Unrealized +15.8%
HARMAN INTERNATIONAL INDUSTRIE 0.3%
Value ($000) $4,816 Shares 36,040 Est. Cost $133.63 Unrealized
TKR TIMKEN 0.3%
Value ($000) $4,576 Shares 108,590 Est. Cost $41.83 Unrealized -0.9%
ORCL ORACLE CORP 0.3%
Value ($000) $4,456 Shares 103,274 Est. Cost $27.81 Unrealized +32.5%
SPX CORP 0.3%
Value ($000) $4,270 Shares 50,300 Est. Cost $90.49 Unrealized
RAYTHEON CO 0.3%
Value ($000) $4,244 Shares 38,849 Est. Cost $70.76 Unrealized
NABORS INDS LTD 0.2%
Value ($000) $2,696 Shares 197,520 Est. Cost $18.76 Unrealized
ULTRA PETROLEUM CORP 0.2%
Value ($000) $2,675 Shares 171,150 Est. Cost $20.19 Unrealized
MET METLIFE INC 0.1%
Value ($000) $1,043 Shares 20,640 Est. Cost $27.06 Unrealized +15.4%
LEN/B LENNAR CORP B SHARES 0.1%
Value ($000) $917 Shares 22,300 Est. Cost $31.72 Unrealized 0.0%
ANTHEM INC 0.1%
Value ($000) $862 Shares 5,580 Est. Cost $154.48 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $739 Shares 8,698 Est. Cost $54.93 Unrealized +1.2%
MRK MERCK & CO INC 0.1%
Value ($000) $699 Shares 12,160 Est. Cost $34.38 Unrealized +17.2%
BLACKROCK INC 0.0%
Value ($000) $607 Shares 1,660 Est. Cost $314.57 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $600 Shares 7,610 Est. Cost $66.63 Unrealized -3.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $541 Shares 4,576 Est. Cost $50.75 Unrealized +83.6%
MCK MCKESSON CORP 0.0%
Value ($000) $410 Shares 1,814 Est. Cost $176.84 Unrealized +15.5%
AFLAC INC 0.0%
Value ($000) $408 Shares 6,373 Est. Cost $64.02 Unrealized
VECTREN CORP 0.0%
Value ($000) $385 Shares 8,730 Est. Cost $39.40 Unrealized
ROYAL DUTCH SHELL PLC ADR CL A 0.0%
Value ($000) $290 Shares 4,860 Est. Cost $63.79 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $267 Shares 7,680 Est. Cost $17.45 Unrealized +15.2%
PCAR PACCAR INC 0.0%
Value ($000) $222 Shares 3,511 Est. Cost $28.21 Unrealized -0.0%
DOW CHEMICAL CO 0.0%
Value ($000) $216 Shares 4,500 Est. Cost $48.67 Unrealized