AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $1,097,170 (100.0% shares, 0.0% debt)

Holdings (136)

XOM EXXON MOBIL CORP 3.6%
Value ($000) $39,408 Shares 530,040 Est. Cost $49.26 Unrealized -0.4%
WFC WELLS FARGO & CO 3.1%
Value ($000) $33,857 Shares 659,337 Est. Cost $30.23 Unrealized +35.9%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $33,462 Shares 548,825 Est. Cost $38.08 Unrealized +30.3%
CSCO CISCO SYS INC COM 2.1%
Value ($000) $23,130 Shares 881,128 Est. Cost $20.05 Unrealized -2.4%
AAPL APPLE INC 2.1%
Value ($000) $22,636 Shares 205,224 Est. Cost $28.31 Unrealized -7.2%
HIG HARTFORD FINL SVCS 2.0%
Value ($000) $21,804 Shares 476,279 Est. Cost $25.37 Unrealized +45.8%
INTC INTEL CORP 2.0%
Value ($000) $21,620 Shares 717,330 Est. Cost $26.46 Unrealized -14.5%
GS GOLDMAN SACHS GROUP INC COM 1.9%
Value ($000) $21,325 Shares 122,727 Est. Cost $142.97 Unrealized +11.1%
BAC BANK OF AMERICA CORP 1.9%
Value ($000) $21,253 Shares 1,364,115 Est. Cost $13.45 Unrealized 0.0%
TGT TARGET CORP COM 1.8%
Value ($000) $19,857 Shares 252,441 Est. Cost $56.11 Unrealized +4.5%
EAT BRINKER INTL INC 1.7%
Value ($000) $18,914 Shares 359,102 Est. Cost $39.61 Unrealized +19.8%
T AT+T INC COM 1.7%
Value ($000) $18,684 Shares 573,493 Est. Cost $11.16 Unrealized +9.9%
PCAR PACCAR INC 1.7%
Value ($000) $18,622 Shares 356,954 Est. Cost $27.09 Unrealized -0.0%
CVX CHEVRON CORP 1.7%
Value ($000) $18,518 Shares 234,766 Est. Cost $70.43 Unrealized -23.5%
AETNA INC 1.7%
Value ($000) $18,229 Shares 166,608 Est. Cost $68.17 Unrealized
MO ALTRIA GROUP INC 1.7%
Value ($000) $18,222 Shares 334,969 Est. Cost $18.25 Unrealized +48.0%
CIGNA CORP COM 1.6%
Value ($000) $17,830 Shares 132,052 Est. Cost $96.58 Unrealized
LNC LINCOLN NATIONAL CORP 1.6%
Value ($000) $17,760 Shares 374,218 Est. Cost $27.03 Unrealized +34.8%
TRV TRAVELERS COS INC 1.6%
Value ($000) $17,584 Shares 176,667 Est. Cost $67.16 Unrealized +21.1%
ALLERGAN INC 1.6%
Value ($000) $17,467 Shares 64,261 Est. Cost $303.46 Unrealized
BA BOEING CO 1.6%
Value ($000) $17,013 Shares 129,917 Est. Cost $127.29 Unrealized -3.1%
LEN LENNAR CORP 1.5%
Value ($000) $16,964 Shares 352,462 Est. Cost $35.54 Unrealized +25.5%
IP INTERNATIONAL PAPER CO 1.5%
Value ($000) $16,240 Shares 429,754 Est. Cost $27.85 Unrealized -2.5%
DIS DISNEY WALT CO DISNEY COM 1.5%
Value ($000) $16,197 Shares 158,485 Est. Cost $81.00 Unrealized +23.1%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $15,979 Shares 77,076 Est. Cost $153.71 Unrealized +0.1%
PPL PPL CORP 1.4%
Value ($000) $15,869 Shares 482,481 Est. Cost $17.64 Unrealized +11.6%
PSX PHILLIPS 66 1.4%
Value ($000) $15,583 Shares 202,798 Est. Cost $49.58 Unrealized +9.0%
DAL DELTA AIRLINES DEL 1.4%
Value ($000) $15,536 Shares 346,250 Est. Cost $16.96 Unrealized +133.2%
AMGN AMGEN INC 1.4%
Value ($000) $15,214 Shares 109,988 Est. Cost $117.59 Unrealized -1.1%
VLO VALERO ENERGY CORP COM 1.4%
Value ($000) $14,910 Shares 248,090 Est. Cost $25.49 Unrealized +65.5%
CELGENE CORP 1.3%
Value ($000) $14,599 Shares 134,966 Est. Cost $101.10 Unrealized
WHR WHIRLPOOL CORP 1.3%
Value ($000) $14,571 Shares 98,950 Est. Cost $175.94 Unrealized -3.8%
VFC VF CORP 1.3%
Value ($000) $14,550 Shares 213,312 Est. Cost $52.74 Unrealized +29.9%
KEY KEYCORP 1.3%
Value ($000) $14,188 Shares 1,090,510 Est. Cost $8.87 Unrealized +5.2%
JARDEN CORPORATION 1.3%
Value ($000) $14,125 Shares 288,963 Est. Cost $48.88 Unrealized
HEWLETT PACKARD CO 1.2%
Value ($000) $13,253 Shares 517,478 Est. Cost $32.21 Unrealized
PCG PG&E CORP 1.2%
Value ($000) $13,244 Shares 250,834 Est. Cost $45.43 Unrealized +3.5%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $12,924 Shares 297,028 Est. Cost $27.74 Unrealized -2.6%
MS MORGAN STANLEY 1.2%
Value ($000) $12,723 Shares 403,907 Est. Cost $27.26 Unrealized 0.0%
ABBV ABBVIE INC 1.2%
Value ($000) $12,621 Shares 231,963 Est. Cost $37.01 Unrealized +14.9%
PRU PRUDENTIAL FINANCIAL INC 1.1%
Value ($000) $12,539 Shares 164,536 Est. Cost $48.82 Unrealized +8.5%
WYNDHAM WORLDWIDE CORP 1.1%
Value ($000) $12,322 Shares 171,370 Est. Cost $63.85 Unrealized
MYLAN NV 1.1%
Value ($000) $11,950 Shares 296,822 Est. Cost $59.35 Unrealized
CF CF INDUSTRIES HOLDINGS INC 1.1%
Value ($000) $11,892 Shares 264,862 Est. Cost $42.20 Unrealized +2.8%
JOHNSON CONTROLS INC 1.0%
Value ($000) $10,965 Shares 265,117 Est. Cost $38.28 Unrealized
AEP AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $10,406 Shares 183,007 Est. Cost $37.99 Unrealized +1.2%
HAL HALLIBURTON CO 0.9%
Value ($000) $10,251 Shares 289,983 Est. Cost $33.64 Unrealized -4.4%
PHM PULTE CORP 0.9%
Value ($000) $10,081 Shares 534,257 Est. Cost $16.95 Unrealized +5.4%
CBRE CB RICHARD ELLIS GROUP INC 0.9%
Value ($000) $9,641 Shares 301,279 Est. Cost $36.53 Unrealized -2.9%
AVAGO TECHNOLOGIES 0.9%
Value ($000) $9,348 Shares 74,776 Est. Cost $126.39 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $9,162 Shares 79,331 Est. Cost $66.59 Unrealized +35.8%
TSN TYSON FOODS 0.8%
Value ($000) $8,443 Shares 195,883 Est. Cost $30.43 Unrealized +9.4%
MAN MANPOWERGROUP INC 0.8%
Value ($000) $8,423 Shares 102,853 Est. Cost $77.74 Unrealized +14.6%
SEIC SEI INVESTMENTS CO 0.7%
Value ($000) $8,172 Shares 169,434 Est. Cost $32.19 Unrealized +39.1%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $7,707 Shares 78,488 Est. Cost $48.96 Unrealized +58.3%
HRB BLOCK H+R INC 0.7%
Value ($000) $7,489 Shares 206,889 Est. Cost $21.07 Unrealized +8.7%
RAYTHEON CO 0.7%
Value ($000) $7,318 Shares 66,975 Est. Cost $86.79 Unrealized
PKG PACKAGING CORP OF AMERICA 0.6%
Value ($000) $6,973 Shares 115,915 Est. Cost $48.63 Unrealized +0.5%
TESORO CORP 0.5%
Value ($000) $5,831 Shares 59,966 Est. Cost $70.55 Unrealized
ROST ROSS STORES INC 0.5%
Value ($000) $5,085 Shares 104,912 Est. Cost $46.11 Unrealized 0.0%
JBLU JETBLUE AIRWAYS 0.5%
Value ($000) $5,077 Shares 197,010 Est. Cost $23.57 Unrealized 0.0%
KR KROGER CO 0.5%
Value ($000) $4,974 Shares 137,887 Est. Cost $20.24 Unrealized +49.1%
RR DONNELLEY & SONS CO 0.4%
Value ($000) $4,451 Shares 305,716 Est. Cost $17.82 Unrealized
ICE INTERCONTINENTAL EXCHANGE 0.4%
Value ($000) $4,392 Shares 18,690 Est. Cost $39.23 Unrealized +3.3%
SNA SNAP-ON INC 0.4%
Value ($000) $4,138 Shares 27,415 Est. Cost $97.54 Unrealized +28.8%
AGL RESOURCES INC 0.4%
Value ($000) $4,128 Shares 67,620 Est. Cost $46.56 Unrealized
FOOTLOCKER INC 0.4%
Value ($000) $4,109 Shares 57,090 Est. Cost $58.54 Unrealized
INGRAM MICRO INC. 0.4%
Value ($000) $4,071 Shares 149,450 Est. Cost $25.55 Unrealized
JBL JABIL CIRCUIT INC 0.4%
Value ($000) $4,031 Shares 180,210 Est. Cost $18.99 Unrealized -3.8%
WDC WESTERN DIGITAL CORP 0.4%
Value ($000) $3,866 Shares 48,660 Est. Cost $46.11 Unrealized +10.4%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.3%
Value ($000) $3,767 Shares 68,060 Est. Cost $44.82 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $3,710 Shares 44,056 Est. Cost $73.93 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.3%
Value ($000) $3,676 Shares 41,260 Est. Cost $59.97 Unrealized +29.3%
LAM RESEARCH CORPORATION 0.3%
Value ($000) $3,589 Shares 54,939 Est. Cost $81.35 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $3,545 Shares 32,480 Est. Cost $104.63 Unrealized -9.5%
ADI ANALOG DEVICES 0.3%
Value ($000) $3,498 Shares 62,002 Est. Cost $47.45 Unrealized -0.6%
EA ELECTRONIC ARTS 0.3%
Value ($000) $3,490 Shares 51,507 Est. Cost $67.59 Unrealized +0.8%
LEA LEAR CORP 0.3%
Value ($000) $3,424 Shares 31,475 Est. Cost $82.21 Unrealized +5.0%
BROCADE COMMUNICATION 0.3%
Value ($000) $3,389 Shares 326,460 Est. Cost $11.19 Unrealized
UNM UNUM CORP 0.3%
Value ($000) $3,346 Shares 104,300 Est. Cost $34.39 Unrealized +0.2%
BROADCOM CORP 0.3%
Value ($000) $3,334 Shares 64,834 Est. Cost $51.49 Unrealized
COMPUTER SCIENCES 0.3%
Value ($000) $3,327 Shares 54,200 Est. Cost $63.89 Unrealized
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $3,300 Shares 129,020 Est. Cost $25.58 Unrealized
WESTROCK COMPANY 0.3%
Value ($000) $3,254 Shares 63,255 Est. Cost $51.44 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value ($000) $3,232 Shares 91,940 Est. Cost $40.57 Unrealized
M MACY'S INC 0.3%
Value ($000) $3,164 Shares 61,660 Est. Cost $51.23 Unrealized +22.4%
ETR ENTERGY CORP 0.3%
Value ($000) $3,147 Shares 48,340 Est. Cost $25.03 Unrealized -10.0%
DISCOVER FINANCIAL SVCS 0.3%
Value ($000) $3,119 Shares 59,999 Est. Cost $52.32 Unrealized
SPECTRUM BRANDS HOLDINGS 0.3%
Value ($000) $3,072 Shares 33,570 Est. Cost $91.51 Unrealized
AL AIR LEASE CORP 0.3%
Value ($000) $3,013 Shares 97,430 Est. Cost $31.15 Unrealized -8.6%
HEALTH NET INC 0.3%
Value ($000) $2,904 Shares 48,220 Est. Cost $60.49 Unrealized
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $2,879 Shares 20,025 Est. Cost $131.58 Unrealized +21.2%
EMN EASTMAN CHEMICAL CO 0.3%
Value ($000) $2,877 Shares 44,456 Est. Cost $52.79 Unrealized 0.0%
HOLLYFRONTIER CORPORATION 0.3%
Value ($000) $2,849 Shares 58,340 Est. Cost $48.83 Unrealized
TRN TRINITY INDUSTRIES INC 0.3%
Value ($000) $2,820 Shares 124,390 Est. Cost $18.49 Unrealized -26.0%
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $2,817 Shares 68,300 Est. Cost $40.40 Unrealized +15.6%
JAZZ JAZZ PHARMACEUTICALS 0.3%
Value ($000) $2,788 Shares 20,990 Est. Cost $159.08 Unrealized +8.2%
ZBRA ZEBRA TECHNOLOGIES CORP. 0.2%
Value ($000) $2,690 Shares 35,140 Est. Cost $86.53 Unrealized +9.0%
GLPI GAMING AND LEISURE PROPERTIES 0.2%
Value ($000) $2,651 Shares 89,260 Est. Cost $36.87 Unrealized
AGG ISHARES BARCLAYS AGGREGATE BON 0.2%
Value ($000) $2,550 Shares 23,275 Est. Cost $108.79 Unrealized
ISIS PHARMACEUTICALS, INC. 0.2%
Value ($000) $2,502 Shares 61,907 Est. Cost $40.42 Unrealized
MALLINCKRODT PLC 0.2%
Value ($000) $2,361 Shares 36,930 Est. Cost $93.88 Unrealized
DTE DTE ENERGY 0.2%
Value ($000) $2,352 Shares 29,270 Est. Cost $46.25 Unrealized +2.1%
CYH COMMUNITY HEALTH SYSTEMS INC 0.2%
Value ($000) $2,295 Shares 53,670 Est. Cost $45.85 Unrealized 0.0%
SPRINT CORPORATION 0.2%
Value ($000) $1,932 Shares 503,030 Est. Cost $3.84 Unrealized
CAMERON INTNL CORP 0.2%
Value ($000) $1,849 Shares 30,150 Est. Cost $61.33 Unrealized
TGNA TEGNA INC 0.2%
Value ($000) $1,836 Shares 82,000 Est. Cost $18.83 Unrealized -10.0%
MARATHON OIL CORP COM 0.2%
Value ($000) $1,834 Shares 119,060 Est. Cost $15.40 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,589 Shares 50,580 Est. Cost $20.12 Unrealized +2.4%
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.1%
Value ($000) $1,573 Shares 165,800 Est. Cost $9.70 Unrealized
CMCSA COMCAST CLASS A 0.1%
Value ($000) $1,550 Shares 27,256 Est. Cost $23.25 Unrealized +0.4%
LEN/B LENNAR CORP B SHARES 0.1%
Value ($000) $1,405 Shares 35,486 Est. Cost $33.20 Unrealized +7.5%
CAG CONAGRA FOODS 0.1%
Value ($000) $1,297 Shares 32,005 Est. Cost $22.92 Unrealized +2.2%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,218 Shares 8,400 Est. Cost $95.35 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTIONS 0.1%
Value ($000) $1,193 Shares 19,048 Est. Cost $55.65 Unrealized 0.0%
LYB LYONDELLBASELL 0.1%
Value ($000) $1,189 Shares 14,265 Est. Cost $51.10 Unrealized -2.5%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $1,030 Shares 18,125 Est. Cost $47.19 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $999 Shares 13,000 Est. Cost $62.30 Unrealized 0.0%
MET METLIFE INC 0.1%
Value ($000) $973 Shares 20,640 Est. Cost $27.06 Unrealized +21.6%
GENERAL ELEC CO 0.1%
Value ($000) $871 Shares 34,547 Est. Cost $23.63 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $616 Shares 4,400 Est. Cost $137.52 Unrealized -5.6%
MRK MERCK & CO INC 0.1%
Value ($000) $601 Shares 12,160 Est. Cost $34.38 Unrealized +11.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $565 Shares 7,125 Est. Cost $48.32 Unrealized +1.2%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $552 Shares 7,610 Est. Cost $66.63 Unrealized -0.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $501 Shares 4,321 Est. Cost $50.75 Unrealized +99.4%
BLACKROCK INC 0.0%
Value ($000) $494 Shares 1,660 Est. Cost $314.57 Unrealized
TALEN ENERGY CORPORATION 0.0%
Value ($000) $471 Shares 46,627 Est. Cost $17.16 Unrealized
VECTREN CORP 0.0%
Value ($000) $396 Shares 9,430 Est. Cost $39.46 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $370 Shares 6,373 Est. Cost $24.64 Unrealized -3.8%
MCK MCKESSON CORP 0.0%
Value ($000) $336 Shares 1,814 Est. Cost $176.84 Unrealized +10.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $302 Shares 3,135 Est. Cost $75.74 Unrealized +2.7%
ASHLAND INC (NEW) 0.0%
Value ($000) $267 Shares 2,650 Est. Cost $121.89 Unrealized
C CITIGROUP INC COM 0.0%
Value ($000) $248 Shares 4,990 Est. Cost $40.55 Unrealized +0.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $246 Shares 2,779 Est. Cost $81.98 Unrealized -12.0%
ROYAL DUTCH SHELL PLC ADR CL A 0.0%
Value ($000) $230 Shares 4,860 Est. Cost $63.79 Unrealized
WU WESTERN UNION COMPANY 0.0%
Value ($000) $186 Shares 10,109 Est. Cost $18.40 Unrealized