AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 10, 2016

Total Value ($000): $1,164,264 (100.0% shares, 0.0% debt)

Holdings (142)

XOM EXXON MOBIL CORP 3.5%
Value ($000) $40,908 Shares 524,796 Est. Cost $49.26 Unrealized +4.3%
WFC WELLS FARGO & CO 3.1%
Value ($000) $36,174 Shares 665,453 Est. Cost $30.23 Unrealized +35.1%
JPM JPMORGAN CHASE & CO 3.1%
Value ($000) $35,994 Shares 545,122 Est. Cost $38.08 Unrealized +30.5%
MSFT MICROSOFT CORP 2.5%
Value ($000) $29,392 Shares 529,774 Est. Cost $45.92 Unrealized 0.0%
CSCO CISCO SYS INC COM 2.0%
Value ($000) $23,749 Shares 874,582 Est. Cost $20.05 Unrealized +0.6%
BAC BANK OF AMERICA CORP 2.0%
Value ($000) $23,178 Shares 1,377,155 Est. Cost $13.45 Unrealized +0.8%
INTC INTEL CORP 1.9%
Value ($000) $22,641 Shares 657,211 Est. Cost $26.46 Unrealized +0.7%
AAPL APPLE INC 1.9%
Value ($000) $22,484 Shares 213,604 Est. Cost $28.21 Unrealized -8.8%
GS GOLDMAN SACHS GROUP INC COM 1.9%
Value ($000) $22,360 Shares 124,062 Est. Cost $143.06 Unrealized +5.7%
JARDEN CORPORATION 1.9%
Value ($000) $22,224 Shares 389,067 Est. Cost $51.00 Unrealized
SUNTRUST BANKS INC 1.8%
Value ($000) $21,271 Shares 496,523 Est. Cost $42.84 Unrealized
CVX CHEVRON CORP 1.8%
Value ($000) $20,580 Shares 228,769 Est. Cost $70.43 Unrealized -17.0%
ALLERGAN INC 1.7%
Value ($000) $20,175 Shares 64,560 Est. Cost $303.46 Unrealized
MO ALTRIA GROUP INC 1.7%
Value ($000) $19,868 Shares 341,310 Est. Cost $18.45 Unrealized +59.7%
BSX BOSTON SCIENTIFIC CORP 1.7%
Value ($000) $19,439 Shares 1,054,200 Est. Cost $17.92 Unrealized 0.0%
BA BOEING CO 1.7%
Value ($000) $19,327 Shares 133,668 Est. Cost $127.34 Unrealized +1.2%
TRV TRAVELERS COS INC 1.7%
Value ($000) $19,265 Shares 170,701 Est. Cost $67.16 Unrealized +32.4%
LNC LINCOLN NATIONAL CORP 1.6%
Value ($000) $18,889 Shares 375,825 Est. Cost $27.03 Unrealized +32.1%
HANESBRANDS 1.6%
Value ($000) $18,841 Shares 640,198 Est. Cost $29.43 Unrealized
TGT TARGET CORP COM 1.6%
Value ($000) $18,428 Shares 253,798 Est. Cost $56.11 Unrealized -1.5%
AETNA INC 1.6%
Value ($000) $18,163 Shares 167,992 Est. Cost $68.17 Unrealized
T AT+T INC COM 1.5%
Value ($000) $17,999 Shares 523,075 Est. Cost $11.16 Unrealized +11.4%
AMGN AMGEN INC 1.5%
Value ($000) $17,895 Shares 110,237 Est. Cost $117.59 Unrealized -0.9%
LEN LENNAR CORP 1.5%
Value ($000) $17,821 Shares 364,360 Est. Cost $35.79 Unrealized +21.1%
PSX PHILLIPS 66 1.5%
Value ($000) $17,182 Shares 210,053 Est. Cost $49.90 Unrealized +18.4%
PPL PPL CORP 1.5%
Value ($000) $16,996 Shares 497,978 Est. Cost $17.75 Unrealized +20.9%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $16,800 Shares 77,366 Est. Cost $153.71 Unrealized +7.6%
DIS DISNEY WALT CO DISNEY COM 1.4%
Value ($000) $16,708 Shares 158,998 Est. Cost $81.00 Unrealized +26.2%
IP INTERNATIONAL PAPER CO 1.4%
Value ($000) $16,330 Shares 433,158 Est. Cost $27.85 Unrealized -10.6%
VLO VALERO ENERGY CORP COM 1.4%
Value ($000) $16,244 Shares 229,725 Est. Cost $25.49 Unrealized +78.5%
MYLAN NV 1.4%
Value ($000) $16,187 Shares 299,377 Est. Cost $59.35 Unrealized
CELGENE CORP 1.4%
Value ($000) $16,172 Shares 135,038 Est. Cost $101.10 Unrealized
PCAR PACCAR INC 1.4%
Value ($000) $16,092 Shares 339,489 Est. Cost $27.09 Unrealized -15.1%
JOHNSON CONTROLS INC 1.3%
Value ($000) $15,586 Shares 394,689 Est. Cost $38.68 Unrealized
DAL DELTA AIRLINES DEL 1.3%
Value ($000) $14,658 Shares 289,164 Est. Cost $16.96 Unrealized +157.5%
KEY KEYCORP 1.2%
Value ($000) $14,252 Shares 1,080,552 Est. Cost $8.87 Unrealized -2.3%
PCG PG&E CORP 1.2%
Value ($000) $13,870 Shares 260,765 Est. Cost $45.58 Unrealized +8.3%
ABBV ABBVIE INC 1.2%
Value ($000) $13,713 Shares 231,483 Est. Cost $37.01 Unrealized +2.6%
WHR WHIRLPOOL CORP 1.2%
Value ($000) $13,471 Shares 91,723 Est. Cost $175.94 Unrealized -11.8%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $13,449 Shares 290,976 Est. Cost $27.74 Unrealized -2.9%
PRU PRUDENTIAL FINANCIAL INC 1.2%
Value ($000) $13,395 Shares 164,536 Est. Cost $48.82 Unrealized +7.8%
CBRE CB RICHARD ELLIS GROUP INC 1.1%
Value ($000) $13,328 Shares 385,412 Est. Cost $36.25 Unrealized -2.8%
MS MORGAN STANLEY 1.1%
Value ($000) $12,848 Shares 403,907 Est. Cost $27.26 Unrealized -8.3%
WYNDHAM WORLDWIDE CORP 1.1%
Value ($000) $12,587 Shares 173,250 Est. Cost $63.95 Unrealized
TSN TYSON FOODS 1.0%
Value ($000) $11,677 Shares 218,961 Est. Cost $31.19 Unrealized +20.8%
AVAGO TECHNOLOGIES 1.0%
Value ($000) $11,253 Shares 77,526 Est. Cost $127.06 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.9%
Value ($000) $11,054 Shares 270,867 Est. Cost $42.05 Unrealized -15.9%
AEP AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $11,045 Shares 189,551 Est. Cost $38.05 Unrealized +4.2%
HD HOME DEPOT INC 0.9%
Value ($000) $10,824 Shares 81,846 Est. Cost $67.62 Unrealized +47.9%
GME GAMESTOP CORP 0.9%
Value ($000) $10,140 Shares 361,642 Est. Cost $7.39 Unrealized 0.0%
HAL HALLIBURTON CO 0.9%
Value ($000) $9,979 Shares 293,165 Est. Cost $33.61 Unrealized -7.8%
PHM PULTE CORP 0.8%
Value ($000) $9,685 Shares 543,467 Est. Cost $16.94 Unrealized -2.9%
MAN MANPOWERGROUP INC 0.8%
Value ($000) $8,752 Shares 103,832 Est. Cost $77.74 Unrealized +12.4%
RAYTHEON CO 0.7%
Value ($000) $8,348 Shares 67,039 Est. Cost $86.79 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $8,154 Shares 80,581 Est. Cost $49.58 Unrealized +47.0%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $7,119 Shares 92,660 Est. Cost $69.20 Unrealized -6.2%
HRB BLOCK H+R INC 0.6%
Value ($000) $7,099 Shares 213,119 Est. Cost $21.16 Unrealized +14.2%
KR KROGER CO 0.6%
Value ($000) $6,605 Shares 157,894 Est. Cost $21.69 Unrealized +45.9%
TESORO CORP 0.5%
Value ($000) $6,163 Shares 58,488 Est. Cost $70.55 Unrealized
ROST ROSS STORES INC 0.5%
Value ($000) $5,819 Shares 108,132 Est. Cost $46.11 Unrealized +0.3%
HIG HARTFORD FINL SVCS 0.5%
Value ($000) $5,429 Shares 124,914 Est. Cost $25.37 Unrealized +45.4%
ICE INTERCONTINENTAL EXCHANGE 0.4%
Value ($000) $4,823 Shares 18,820 Est. Cost $39.23 Unrealized +12.6%
SNA SNAP-ON INC 0.4%
Value ($000) $4,705 Shares 27,445 Est. Cost $97.54 Unrealized +34.2%
INGRAM MICRO INC. 0.4%
Value ($000) $4,535 Shares 149,280 Est. Cost $25.55 Unrealized
JBLU JETBLUE AIRWAYS 0.4%
Value ($000) $4,462 Shares 197,010 Est. Cost $23.57 Unrealized +5.7%
LAM RESEARCH CORPORATION 0.4%
Value ($000) $4,339 Shares 54,629 Est. Cost $81.35 Unrealized
SPY S&P 500 DEPOSITORY RECPTS. 0.4%
Value ($000) $4,246 Shares 20,825 Est. Cost $203.89 Unrealized
JBL JABIL CIRCUIT INC 0.4%
Value ($000) $4,232 Shares 181,700 Est. Cost $18.99 Unrealized +15.6%
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.4%
Value ($000) $4,181 Shares 41,310 Est. Cost $59.97 Unrealized +40.9%
BROADCOM CORP 0.4%
Value ($000) $4,123 Shares 71,303 Est. Cost $52.06 Unrealized
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $3,941 Shares 38,000 Est. Cost $72.76 Unrealized 0.0%
RR DONNELLEY & SONS CO 0.3%
Value ($000) $3,937 Shares 267,428 Est. Cost $17.82 Unrealized
MALLINCKRODT PLC 0.3%
Value ($000) $3,880 Shares 51,990 Est. Cost $88.30 Unrealized
FOOTLOCKER INC 0.3%
Value ($000) $3,722 Shares 57,180 Est. Cost $58.54 Unrealized
JAZZ JAZZ PHARMACEUTICALS 0.3%
Value ($000) $3,662 Shares 26,050 Est. Cost $155.10 Unrealized -10.7%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.3%
Value ($000) $3,657 Shares 68,060 Est. Cost $44.82 Unrealized +5.0%
EA ELECTRONIC ARTS 0.3%
Value ($000) $3,621 Shares 52,694 Est. Cost $67.61 Unrealized +0.9%
LEA LEAR CORP 0.3%
Value ($000) $3,518 Shares 28,645 Est. Cost $82.21 Unrealized +23.0%
AL AIR LEASE CORP 0.3%
Value ($000) $3,458 Shares 103,300 Est. Cost $30.99 Unrealized -8.4%
UNM UNUM CORP 0.3%
Value ($000) $3,434 Shares 103,160 Est. Cost $34.39 Unrealized +0.3%
GLPI GAMING AND LEISURE PROPERTIES 0.3%
Value ($000) $3,384 Shares 121,720 Est. Cost $34.45 Unrealized
ADI ANALOG DEVICES 0.3%
Value ($000) $3,355 Shares 60,639 Est. Cost $47.45 Unrealized +1.3%
ETR ENTERGY CORP 0.3%
Value ($000) $3,341 Shares 48,870 Est. Cost $25.01 Unrealized -9.7%
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $3,337 Shares 127,620 Est. Cost $25.58 Unrealized
HEALTH NET INC 0.3%
Value ($000) $3,301 Shares 48,220 Est. Cost $60.49 Unrealized
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $3,231 Shares 20,214 Est. Cost $131.58 Unrealized +17.5%
DISCOVER FINANCIAL SVCS 0.3%
Value ($000) $3,220 Shares 60,052 Est. Cost $52.32 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value ($000) $3,202 Shares 91,530 Est. Cost $40.57 Unrealized
VFC VF CORP 0.3%
Value ($000) $3,131 Shares 50,300 Est. Cost $52.74 Unrealized +18.4%
BROCADE COMMUNICATION 0.3%
Value ($000) $3,001 Shares 326,920 Est. Cost $11.19 Unrealized
TRN TRINITY INDUSTRIES INC 0.3%
Value ($000) $2,992 Shares 124,560 Est. Cost $18.49 Unrealized -27.3%
EMN EASTMAN CHEMICAL CO 0.3%
Value ($000) $2,976 Shares 44,086 Est. Cost $52.79 Unrealized -4.7%
WESTROCK COMPANY 0.2%
Value ($000) $2,868 Shares 62,860 Est. Cost $51.44 Unrealized
AGG ISHARES BARCLAYS AGGREGATE BON 0.2%
Value ($000) $2,514 Shares 23,275 Est. Cost $108.79 Unrealized
AGL RESOURCES INC 0.2%
Value ($000) $2,503 Shares 39,220 Est. Cost $46.56 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP. 0.2%
Value ($000) $2,420 Shares 34,740 Est. Cost $86.53 Unrealized -13.4%
MHK MOHAWK INDUSTRIES INC 0.2%
Value ($000) $2,350 Shares 12,410 Est. Cost $191.95 Unrealized 0.0%
DTE DTE ENERGY 0.2%
Value ($000) $2,347 Shares 29,270 Est. Cost $46.25 Unrealized +6.1%
HOLLYFRONTIER CORPORATION 0.2%
Value ($000) $2,317 Shares 58,090 Est. Cost $48.83 Unrealized
M MACY'S INC 0.2%
Value ($000) $2,150 Shares 61,450 Est. Cost $51.23 Unrealized -15.4%
SPRINT CORPORATION 0.2%
Value ($000) $1,836 Shares 507,080 Est. Cost $3.84 Unrealized
GENERAL ELEC CO 0.2%
Value ($000) $1,831 Shares 58,777 Est. Cost $26.73 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,783 Shares 55,240 Est. Cost $20.15 Unrealized +1.1%
CAMERON INTNL CORP 0.2%
Value ($000) $1,777 Shares 28,112 Est. Cost $61.33 Unrealized
COMPUTER SCIENCES 0.2%
Value ($000) $1,771 Shares 54,200 Est. Cost $63.89 Unrealized
CSRA INC 0.1%
Value ($000) $1,626 Shares 54,200 Est. Cost $30.00 Unrealized
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.1%
Value ($000) $1,585 Shares 165,809 Est. Cost $9.70 Unrealized
CMCSA COMCAST CLASS A 0.1%
Value ($000) $1,523 Shares 26,996 Est. Cost $23.25 Unrealized +2.2%
MARATHON OIL CORP COM 0.1%
Value ($000) $1,483 Shares 117,760 Est. Cost $15.40 Unrealized
LEN/B LENNAR CORP B SHARES 0.1%
Value ($000) $1,426 Shares 35,486 Est. Cost $33.20 Unrealized +2.7%
LYB LYONDELLBASELL 0.1%
Value ($000) $1,321 Shares 15,205 Est. Cost $51.16 Unrealized +1.7%
MET METLIFE INC 0.1%
Value ($000) $1,199 Shares 24,870 Est. Cost $27.76 Unrealized +12.4%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,161 Shares 13,000 Est. Cost $62.30 Unrealized +2.1%
SWK STANLEY BLACK AND DECKER INC 0.1%
Value ($000) $1,158 Shares 10,850 Est. Cost $81.14 Unrealized 0.0%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,158 Shares 8,411 Est. Cost $95.35 Unrealized -8.2%
CTSH COGNIZANT TECH SOLUTIONS 0.1%
Value ($000) $1,150 Shares 19,158 Est. Cost $55.65 Unrealized +2.7%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $1,123 Shares 18,125 Est. Cost $47.19 Unrealized +0.3%
TGNA TEGNA INC 0.1%
Value ($000) $1,091 Shares 42,757 Est. Cost $18.83 Unrealized -10.2%
HPE HEWLETT PACKARD ENTERPRISE COM 0.1%
Value ($000) $660 Shares 43,409 Est. Cost $6.50 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $549 Shares 7,610 Est. Cost $66.63 Unrealized -4.2%
ELV ANTHEM INC 0.0%
Value ($000) $522 Shares 3,740 Est. Cost $137.52 Unrealized -13.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $447 Shares 5,085 Est. Cost $48.32 Unrealized +8.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $438 Shares 3,706 Est. Cost $87.24 Unrealized 0.0%
SEIC SEI INVESTMENTS CO 0.0%
Value ($000) $422 Shares 8,059 Est. Cost $32.19 Unrealized +42.4%
IWR ISHARES RUSSELL MIDCAP INDEX F 0.0%
Value ($000) $394 Shares 2,455 Est. Cost $160.49 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $385 Shares 6,420 Est. Cost $24.64 Unrealized -0.4%
VECTREN CORP 0.0%
Value ($000) $370 Shares 8,730 Est. Cost $39.46 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $370 Shares 7,000 Est. Cost $34.38 Unrealized +6.9%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $337 Shares 433 Est. Cost $36.73 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $320 Shares 2,721 Est. Cost $50.75 Unrealized +95.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $298 Shares 3,045 Est. Cost $75.74 Unrealized -4.1%
MCK MCKESSON CORP 0.0%
Value ($000) $292 Shares 1,481 Est. Cost $176.84 Unrealized -1.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $286 Shares 2,250 Est. Cost $85.00 Unrealized 0.0%
TALEN ENERGY CORPORATION 0.0%
Value ($000) $279 Shares 44,716 Est. Cost $17.16 Unrealized
ASHLAND INC (NEW) 0.0%
Value ($000) $272 Shares 2,650 Est. Cost $121.89 Unrealized
C CITIGROUP INC COM 0.0%
Value ($000) $258 Shares 4,990 Est. Cost $40.55 Unrealized -2.3%
DOW CHEMICAL CO 0.0%
Value ($000) $232 Shares 4,500 Est. Cost $51.56 Unrealized
ROYAL DUTCH SHELL PLC ADR CL A 0.0%
Value ($000) $223 Shares 4,860 Est. Cost $63.79 Unrealized
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $120 Shares 10,139 Est. Cost $9.83 Unrealized 0.0%
ANWORTH MORTGAGE 0.0%
Value ($000) $109 Shares 25,031 Est. Cost $4.35 Unrealized
MERITOR INC 0.0%
Value ($000) $108 Shares 12,969 Est. Cost $8.33 Unrealized
ASHFORD HOSPITALITY TRUST 0.0%
Value ($000) $77 Shares 12,158 Est. Cost $6.33 Unrealized