AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 12, 2016

Total Value ($000): $1,139,655 (100.0% shares, 0.0% debt)

Holdings (156)

XOM EXXON MOBIL CORP 3.8%
Value ($000) $42,750 Shares 511,430 Est. Cost $49.26 Unrealized +5.5%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $32,272 Shares 544,943 Est. Cost $38.08 Unrealized +17.8%
WFC WELLS FARGO & CO 2.8%
Value ($000) $31,718 Shares 655,875 Est. Cost $30.23 Unrealized +22.7%
MSFT MICROSOFT CORP 2.6%
Value ($000) $29,079 Shares 526,501 Est. Cost $45.92 Unrealized +0.3%
AAPL APPLE INC 2.0%
Value ($000) $22,613 Shares 207,478 Est. Cost $28.21 Unrealized -20.1%
CSCO CISCO SYS INC COM 2.0%
Value ($000) $22,600 Shares 793,809 Est. Cost $20.05 Unrealized -5.5%
CVX CHEVRON CORP 1.9%
Value ($000) $21,994 Shares 230,545 Est. Cost $70.43 Unrealized -18.5%
INTC INTEL CORP 1.9%
Value ($000) $21,199 Shares 655,286 Est. Cost $26.46 Unrealized -7.8%
MO ALTRIA GROUP INC 1.8%
Value ($000) $20,862 Shares 332,943 Est. Cost $18.45 Unrealized +68.4%
TGT TARGET CORP COM 1.8%
Value ($000) $20,505 Shares 249,204 Est. Cost $56.11 Unrealized +0.5%
T AT+T INC COM 1.8%
Value ($000) $20,271 Shares 517,512 Est. Cost $11.16 Unrealized +24.0%
BSX BOSTON SCIENTIFIC CORP 1.7%
Value ($000) $19,803 Shares 1,052,768 Est. Cost $17.92 Unrealized -2.0%
PPL PPL CORP 1.7%
Value ($000) $19,438 Shares 510,582 Est. Cost $17.88 Unrealized +28.0%
CPB CAMPBELL SOUP CO 1.7%
Value ($000) $19,186 Shares 300,768 Est. Cost $43.03 Unrealized 0.0%
LEN LENNAR CORP 1.7%
Value ($000) $18,982 Shares 392,518 Est. Cost $35.91 Unrealized +4.0%
TRV TRAVELERS COS INC 1.6%
Value ($000) $18,730 Shares 160,479 Est. Cost $67.16 Unrealized +30.8%
SUNTRUST BANKS INC 1.6%
Value ($000) $18,700 Shares 518,289 Est. Cost $42.56 Unrealized
BAC BANK OF AMERICA CORP 1.6%
Value ($000) $18,686 Shares 1,382,066 Est. Cost $13.45 Unrealized -19.3%
AETNA INC 1.6%
Value ($000) $18,672 Shares 166,199 Est. Cost $68.17 Unrealized
HANESBRANDS 1.6%
Value ($000) $18,580 Shares 655,620 Est. Cost $29.40 Unrealized
ABBV ABBVIE INC 1.5%
Value ($000) $17,548 Shares 307,219 Est. Cost $37.04 Unrealized +0.2%
ALLERGAN INC 1.5%
Value ($000) $17,118 Shares 63,867 Est. Cost $303.46 Unrealized
MAN MANPOWERGROUP INC 1.5%
Value ($000) $17,086 Shares 209,854 Est. Cost $77.19 Unrealized -0.7%
AMGN AMGEN INC 1.5%
Value ($000) $16,863 Shares 112,475 Est. Cost $117.46 Unrealized -5.7%
BA BOEING CO 1.5%
Value ($000) $16,735 Shares 131,833 Est. Cost $127.34 Unrealized -12.1%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $16,708 Shares 181,884 Est. Cost $57.31 Unrealized +10.7%
HON HONEYWELL INTL 1.4%
Value ($000) $16,304 Shares 145,509 Est. Cost $76.33 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP 1.4%
Value ($000) $16,252 Shares 414,595 Est. Cost $27.00 Unrealized -0.8%
PSX PHILLIPS 66 1.4%
Value ($000) $16,047 Shares 185,321 Est. Cost $49.90 Unrealized +12.3%
PCG PG&E CORP 1.4%
Value ($000) $15,864 Shares 265,644 Est. Cost $45.70 Unrealized +14.2%
KEY KEYCORP 1.4%
Value ($000) $15,620 Shares 1,414,822 Est. Cost $8.53 Unrealized -12.8%
DIS WALT DISNEY CO 1.4%
Value ($000) $15,583 Shares 156,910 Est. Cost $81.00 Unrealized +9.9%
BROADCOM LIMITED 1.3%
Value ($000) $15,369 Shares 99,478 Est. Cost $154.50 Unrealized
JOHNSON CONTROLS INC 1.3%
Value ($000) $15,330 Shares 393,378 Est. Cost $38.68 Unrealized
DOW CHEMICAL CO 1.3%
Value ($000) $15,279 Shares 300,412 Est. Cost $50.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $14,907 Shares 275,639 Est. Cost $27.74 Unrealized +8.3%
ICE INTERCONTINENTAL EXCHANGE 1.3%
Value ($000) $14,816 Shares 63,009 Est. Cost $41.78 Unrealized +2.6%
MAS MASCO CORP 1.3%
Value ($000) $14,557 Shares 462,877 Est. Cost $23.79 Unrealized 0.0%
MYLAN NV 1.2%
Value ($000) $13,964 Shares 301,282 Est. Cost $59.35 Unrealized
WYNDHAM WORLDWIDE CORP 1.2%
Value ($000) $13,910 Shares 181,995 Est. Cost $64.55 Unrealized
DAL DELTA AIRLINES DEL 1.2%
Value ($000) $13,767 Shares 282,813 Est. Cost $16.96 Unrealized +143.9%
CE CELANESE CORPORATION 1.2%
Value ($000) $13,289 Shares 202,890 Est. Cost $51.27 Unrealized 0.0%
KR KROGER CO 1.2%
Value ($000) $13,268 Shares 346,879 Est. Cost $27.09 Unrealized +16.7%
GM GENERAL MOTORS 1.1%
Value ($000) $13,043 Shares 414,999 Est. Cost $24.28 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 1.1%
Value ($000) $12,827 Shares 199,991 Est. Cost $25.49 Unrealized +68.3%
AEP AMERICAN ELECTRIC POWER INC. 1.1%
Value ($000) $12,765 Shares 192,245 Est. Cost $38.13 Unrealized +14.5%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $12,576 Shares 56,776 Est. Cost $153.71 Unrealized +7.5%
CBRE CB RICHARD ELLIS GROUP INC 1.1%
Value ($000) $12,157 Shares 421,811 Est. Cost $35.49 Unrealized -22.5%
PRU PRUDENTIAL FINANCIAL INC 1.0%
Value ($000) $11,304 Shares 156,526 Est. Cost $48.82 Unrealized -8.2%
TSN TYSON FOODS 0.9%
Value ($000) $10,371 Shares 155,585 Est. Cost $31.19 Unrealized +51.5%
HAL HALLIBURTON CO 0.9%
Value ($000) $10,290 Shares 288,083 Est. Cost $33.61 Unrealized -19.8%
HD HOME DEPOT INC 0.9%
Value ($000) $10,258 Shares 76,880 Est. Cost $67.62 Unrealized +45.5%
PHM PULTE CORP 0.9%
Value ($000) $10,135 Shares 541,707 Est. Cost $16.94 Unrealized -10.7%
MS MORGAN STANLEY 0.9%
Value ($000) $10,061 Shares 402,277 Est. Cost $27.26 Unrealized -29.2%
STZ CONSTELLATION BRANDS INC CL A 0.8%
Value ($000) $9,075 Shares 60,061 Est. Cost $124.77 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $7,468 Shares 95,866 Est. Cost $68.73 Unrealized -19.7%
RAYTHEON CO 0.6%
Value ($000) $7,274 Shares 59,316 Est. Cost $86.79 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $6,837 Shares 54,397 Est. Cost $93.50 Unrealized +0.5%
META FACEBOOK INC 0.5%
Value ($000) $6,184 Shares 54,196 Est. Cost $104.78 Unrealized 0.0%
ROST ROSS STORES INC 0.5%
Value ($000) $5,241 Shares 90,525 Est. Cost $46.11 Unrealized +9.2%
C CITIGROUP INC COM 0.5%
Value ($000) $5,202 Shares 124,606 Est. Cost $31.61 Unrealized -1.2%
RR DONNELLEY & SONS CO 0.4%
Value ($000) $5,072 Shares 309,292 Est. Cost $17.63 Unrealized
LAM RESEARCH CORPORATION 0.4%
Value ($000) $4,112 Shares 49,787 Est. Cost $81.35 Unrealized
ETR ENTERGY CORP 0.4%
Value ($000) $4,048 Shares 51,060 Est. Cost $25.00 Unrealized -1.1%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.4%
Value ($000) $4,037 Shares 68,060 Est. Cost $44.82 Unrealized +2.7%
FOOTLOCKER INC 0.3%
Value ($000) $3,857 Shares 59,801 Est. Cost $58.80 Unrealized
GLPI GAMING AND LEISURE PROPERTIES 0.3%
Value ($000) $3,755 Shares 121,430 Est. Cost $34.45 Unrealized
ORLY OREILLY AUTOMOTIVE 0.3%
Value ($000) $3,755 Shares 13,720 Est. Cost $17.08 Unrealized 0.0%
JBLU JETBLUE AIRWAYS 0.3%
Value ($000) $3,703 Shares 175,320 Est. Cost $23.57 Unrealized -10.7%
JBL JABIL CIRCUIT INC 0.3%
Value ($000) $3,629 Shares 188,302 Est. Cost $18.98 Unrealized -1.5%
LII LENNOX INTERNATIONAL INC 0.3%
Value ($000) $3,576 Shares 26,450 Est. Cost $110.03 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value ($000) $3,459 Shares 97,984 Est. Cost $40.22 Unrealized
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $3,426 Shares 128,990 Est. Cost $25.59 Unrealized
JAZZ JAZZ PHARMACEUTICALS 0.3%
Value ($000) $3,409 Shares 26,110 Est. Cost $155.10 Unrealized -19.7%
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.3%
Value ($000) $3,402 Shares 41,410 Est. Cost $59.97 Unrealized +16.0%
EMN EASTMAN CHEMICAL CO 0.3%
Value ($000) $3,378 Shares 46,764 Est. Cost $52.48 Unrealized -9.6%
AL AIR LEASE CORP 0.3%
Value ($000) $3,318 Shares 103,300 Est. Cost $30.99 Unrealized -21.5%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $3,297 Shares 38,090 Est. Cost $72.76 Unrealized -9.0%
JUNIPER NETWORKS INC 0.3%
Value ($000) $3,253 Shares 127,530 Est. Cost $25.51 Unrealized
UNM UNUM CORP 0.3%
Value ($000) $3,222 Shares 104,210 Est. Cost $34.34 Unrealized -14.6%
LEA LEAR CORP 0.3%
Value ($000) $3,209 Shares 28,870 Est. Cost $82.21 Unrealized +7.3%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $3,198 Shares 77,928 Est. Cost $27.85 Unrealized -18.1%
CRL CHARLES RIVER LABS INTL INC 0.3%
Value ($000) $3,160 Shares 41,612 Est. Cost $74.02 Unrealized 0.0%
TESORO CORP 0.3%
Value ($000) $3,125 Shares 36,329 Est. Cost $70.55 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $3,081 Shares 184,580 Est. Cost $11.61 Unrealized 0.0%
EA ELECTRONIC ARTS 0.3%
Value ($000) $2,917 Shares 44,120 Est. Cost $67.61 Unrealized -8.2%
AM TRUST FINANCIAL SERVICES IN 0.2%
Value ($000) $2,763 Shares 106,751 Est. Cost $25.88 Unrealized
TRN TRINITY INDUSTRIES INC 0.2%
Value ($000) $2,684 Shares 146,600 Est. Cost $17.25 Unrealized -40.7%
AN AUTONATION 0.2%
Value ($000) $2,681 Shares 57,440 Est. Cost $48.43 Unrealized 0.0%
DTE DTE ENERGY 0.2%
Value ($000) $2,654 Shares 29,270 Est. Cost $46.25 Unrealized +12.4%
EFX EQUIFAX 0.2%
Value ($000) $2,645 Shares 23,140 Est. Cost $95.83 Unrealized 0.0%
INGRAM MICRO INC. 0.2%
Value ($000) $2,608 Shares 72,620 Est. Cost $25.55 Unrealized
AGG ISHARES BARCLAYS AGGREGATE BON 0.2%
Value ($000) $2,579 Shares 23,275 Est. Cost $108.79 Unrealized
JLL JONES LANG LASALLE INC 0.2%
Value ($000) $2,548 Shares 21,716 Est. Cost $130.67 Unrealized -9.4%
HOLLYFRONTIER CORPORATION 0.2%
Value ($000) $2,531 Shares 71,670 Est. Cost $46.27 Unrealized
GT GOODYEAR TIRE 0.2%
Value ($000) $2,479 Shares 75,175 Est. Cost $30.14 Unrealized 0.0%
PBF PBF ENERGY 0.2%
Value ($000) $2,479 Shares 74,669 Est. Cost $31.97 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORP. 0.2%
Value ($000) $2,434 Shares 35,280 Est. Cost $86.16 Unrealized -27.5%
CNC CENTENE CORPORATION 0.2%
Value ($000) $2,026 Shares 32,908 Est. Cost $29.85 Unrealized 0.0%
GENERAL ELEC CO 0.2%
Value ($000) $1,869 Shares 58,777 Est. Cost $26.73 Unrealized
SPRINT CORPORATION 0.2%
Value ($000) $1,765 Shares 507,080 Est. Cost $3.84 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,656 Shares 55,859 Est. Cost $20.13 Unrealized -7.2%
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.1%
Value ($000) $1,608 Shares 165,809 Est. Cost $9.70 Unrealized
CMCSA COMCAST CLASS A 0.1%
Value ($000) $1,593 Shares 26,076 Est. Cost $23.25 Unrealized -2.2%
CSRA INC 0.1%
Value ($000) $1,458 Shares 54,200 Est. Cost $30.00 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,415 Shares 9,340 Est. Cost $94.23 Unrealized -10.8%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,378 Shares 16,300 Est. Cost $61.97 Unrealized 0.0%
LEN/B LENNAR CORP B SHARES 0.1%
Value ($000) $1,374 Shares 35,486 Est. Cost $33.20 Unrealized -12.7%
LYB LYONDELLBASELL 0.1%
Value ($000) $1,263 Shares 14,761 Est. Cost $51.16 Unrealized -10.5%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,206 Shares 14,720 Est. Cost $62.17 Unrealized -1.6%
CTSH COGNIZANT TECH SOLUTIONS 0.1%
Value ($000) $1,148 Shares 18,308 Est. Cost $55.65 Unrealized -7.4%
MET METLIFE INC 0.1%
Value ($000) $1,093 Shares 24,870 Est. Cost $27.76 Unrealized -3.7%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $980 Shares 18,125 Est. Cost $47.19 Unrealized -10.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $603 Shares 6,145 Est. Cost $49.62 Unrealized +12.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $527 Shares 7,610 Est. Cost $66.63 Unrealized -16.9%
ELV ANTHEM INC 0.0%
Value ($000) $520 Shares 3,740 Est. Cost $137.52 Unrealized -15.2%
CELGENE CORP 0.0%
Value ($000) $481 Shares 4,802 Est. Cost $101.10 Unrealized
VECTREN CORP 0.0%
Value ($000) $441 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 +4.8%
HIG HARTFORD FINL SVCS 0.0%
Value ($000) $366 Shares 7,940 Est. Cost $25.37 Unrealized +33.9%
TALEN ENERGY CORPORATION 0.0%
Value ($000) $362 Shares 40,211 Est. Cost $17.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $351 Shares 2,721 Est. Cost $50.75 Unrealized +98.8%
EPR ENTERTAINMENT PROPERTIES TRUST 0.0%
Value ($000) $337 Shares 5,058 Est. Cost $66.63 Unrealized
GME GAMESTOP CORP 0.0%
Value ($000) $333 Shares 10,498 Est. Cost $7.39 Unrealized -24.7%
NEENAH PAPER 0.0%
Value ($000) $315 Shares 4,956 Est. Cost $63.56 Unrealized
SINCLAIR BROADCAST GROUP INC 0.0%
Value ($000) $303 Shares 9,869 Est. Cost $30.70 Unrealized
SNA SNAP-ON INC 0.0%
Value ($000) $303 Shares 1,930 Est. Cost $97.54 Unrealized +24.0%
SIGI SELECTIVE INSURANCE GROUP 0.0%
Value ($000) $299 Shares 8,164 Est. Cost $28.60 Unrealized 0.0%
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $292 Shares 22,145 Est. Cost $9.76 Unrealized -0.6%
BMY BRISTOL MYERS 0.0%
Value ($000) $287 Shares 4,492 Est. Cost $44.80 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $286 Shares 2,755 Est. Cost $75.74 Unrealized -4.4%
AEO AMERICAN EAGLE OUTFITTERS INC. 0.0%
Value ($000) $283 Shares 16,963 Est. Cost $11.46 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $282 Shares 8,444 Est. Cost $27.15 Unrealized 0.0%
DLX DELUXE CORP 0.0%
Value ($000) $270 Shares 4,320 Est. Cost $37.30 Unrealized 0.0%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $270 Shares 5,201 Est. Cost $37.54 Unrealized 0.0%
ENSG THE ENSIGN GROUP INC 0.0%
Value ($000) $258 Shares 11,401 Est. Cost $18.89 Unrealized 0.0%
EBIX INC 0.0%
Value ($000) $255 Shares 6,249 Est. Cost $40.81 Unrealized
SNX SYNNEX CORPORATION 0.0%
Value ($000) $255 Shares 2,754 Est. Cost $39.88 Unrealized 0.0%
CUBI CUSTOMERS BANCORP 0.0%
Value ($000) $252 Shares 10,653 Est. Cost $23.89 Unrealized 0.0%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $251 Shares 329 Est. Cost $36.73 Unrealized -0.5%
ROYAL DUTCH SHELL PLC ADR CL A 0.0%
Value ($000) $235 Shares 4,860 Est. Cost $63.79 Unrealized
PRIVATEBANCORP INC 0.0%
Value ($000) $235 Shares 6,098 Est. Cost $38.54 Unrealized
FIX COMFORT SYSTEMS USA 0.0%
Value ($000) $229 Shares 7,196 Est. Cost $26.50 Unrealized 0.0%
SSD SIMPSON MANUFACTURING CO 0.0%
Value ($000) $228 Shares 5,970 Est. Cost $30.22 Unrealized 0.0%
ANWORTH MORTGAGE 0.0%
Value ($000) $226 Shares 48,569 Est. Cost $4.50 Unrealized
BROCADE COMMUNICATION 0.0%
Value ($000) $225 Shares 21,279 Est. Cost $11.19 Unrealized
MOH MOLINA HEALTHCARE 0.0%
Value ($000) $218 Shares 3,386 Est. Cost $59.38 Unrealized 0.0%
PAREXEL INTERNATIONAL CORPORAT 0.0%
Value ($000) $215 Shares 3,428 Est. Cost $62.72 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $212 Shares 7,379 Est. Cost $16.61 Unrealized 0.0%
WEB.COM GROUP 0.0%
Value ($000) $211 Shares 10,637 Est. Cost $19.84 Unrealized
EGRX EAGLE PHARMACEUTICALS 0.0%
Value ($000) $209 Shares 5,167 Est. Cost $63.45 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $209 Shares 2,233 Est. Cost $59.97 Unrealized 0.0%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $202 Shares 2,033 Est. Cost $77.82 Unrealized 0.0%
VFC VF CORP 0.0%
Value ($000) $201 Shares 3,102 Est. Cost $52.74 Unrealized +10.1%
CAPSTEAD MORTGAGE CP NEWREIT 0.0%
Value ($000) $163 Shares 16,462 Est. Cost $9.90 Unrealized
ASHFORD HOSPITALITY TRUST 0.0%
Value ($000) $78 Shares 12,158 Est. Cost $6.33 Unrealized