AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 9, 2016

Total Value ($000): $1,353,216 (100.0% shares, 0.0% debt)

Holdings (160)

XOM EXXON MOBIL CORP 3.8%
Value ($000) $51,193 Shares 546,115 Est. Cost $49.81 Unrealized +16.2%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $37,247 Shares 599,404 Est. Cost $39.01 Unrealized +23.9%
WFC WELLS FARGO & CO 2.5%
Value ($000) $33,927 Shares 716,817 Est. Cost $30.82 Unrealized +20.8%
PFE PFIZER INC 2.3%
Value ($000) $31,522 Shares 895,262 Est. Cost $20.99 Unrealized +0.3%
CVX CHEVRON CORP 2.0%
Value ($000) $26,835 Shares 255,987 Est. Cost $70.07 Unrealized -4.7%
BSX BOSTON SCIENTIFIC CORP 1.9%
Value ($000) $25,709 Shares 1,100,073 Est. Cost $18.08 Unrealized +19.7%
SUNTRUST BANKS INC 1.9%
Value ($000) $25,364 Shares 617,426 Est. Cost $42.32 Unrealized
MO ALTRIA GROUP INC 1.8%
Value ($000) $24,785 Shares 359,407 Est. Cost $19.54 Unrealized +69.9%
CSCO CISCO SYS INC COM 1.8%
Value ($000) $24,501 Shares 853,978 Est. Cost $20.11 Unrealized +3.7%
PPL PPL CORP 1.8%
Value ($000) $24,169 Shares 640,251 Est. Cost $19.28 Unrealized +28.5%
T AT+T INC COM 1.8%
Value ($000) $23,912 Shares 553,393 Est. Cost $11.42 Unrealized +32.4%
INTC INTEL CORP 1.7%
Value ($000) $23,144 Shares 705,619 Est. Cost $26.36 Unrealized -4.7%
CPB CAMPBELL SOUP CO 1.7%
Value ($000) $22,909 Shares 344,343 Est. Cost $43.43 Unrealized +6.2%
LEN LENNAR CORP 1.6%
Value ($000) $22,208 Shares 481,727 Est. Cost $36.64 Unrealized +8.8%
APPLE INC 1.5%
Value ($000) $20,706 Shares 216,588 Est. Cost $95.60 Unrealized
TRV TRAVELERS COS INC 1.5%
Value ($000) $20,556 Shares 172,684 Est. Cost $68.88 Unrealized +32.9%
AETNA INC 1.5%
Value ($000) $20,501 Shares 167,861 Est. Cost $68.71 Unrealized
LNC LINCOLN NATIONAL CORP 1.4%
Value ($000) $19,457 Shares 501,869 Est. Cost $27.40 Unrealized +6.9%
AFLAC INC 1.4%
Value ($000) $19,371 Shares 268,449 Est. Cost $72.16 Unrealized
PCG PG&E CORP 1.4%
Value ($000) $18,763 Shares 293,540 Est. Cost $46.73 Unrealized +21.0%
JOHNSON CONTROLS INC 1.4%
Value ($000) $18,599 Shares 420,223 Est. Cost $39.03 Unrealized
HON HONEYWELL INTL 1.3%
Value ($000) $18,230 Shares 156,719 Est. Cost $76.89 Unrealized +9.5%
MAS MASCO CORP 1.3%
Value ($000) $18,180 Shares 587,573 Est. Cost $24.54 Unrealized +11.3%
BOEING CO 1.3%
Value ($000) $18,076 Shares 139,187 Est. Cost $129.87 Unrealized
AMGEN INC 1.3%
Value ($000) $17,974 Shares 118,134 Est. Cost $152.15 Unrealized
DISCOVER FINANCIAL SVCS 1.3%
Value ($000) $17,351 Shares 323,764 Est. Cost $53.59 Unrealized
TGT TARGET CORP COM 1.2%
Value ($000) $16,727 Shares 239,571 Est. Cost $56.11 Unrealized -0.0%
BROADCOM LIMITED 1.2%
Value ($000) $16,671 Shares 107,276 Est. Cost $154.56 Unrealized
MAN MANPOWERGROUP INC 1.2%
Value ($000) $16,467 Shares 255,933 Est. Cost $77.25 Unrealized +0.3%
CE CELANESE CORPORATION 1.2%
Value ($000) $16,393 Shares 250,463 Est. Cost $52.51 Unrealized +10.0%
CITRIX SYSTEMS INC 1.2%
Value ($000) $16,374 Shares 204,444 Est. Cost $80.09 Unrealized
PSX PHILLIPS 66 1.2%
Value ($000) $16,167 Shares 203,774 Est. Cost $50.52 Unrealized +12.2%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $16,138 Shares 193,455 Est. Cost $57.64 Unrealized +8.9%
DOW CHEMICAL CO 1.2%
Value ($000) $16,097 Shares 323,814 Est. Cost $50.79 Unrealized
KEY KEYCORP 1.2%
Value ($000) $16,025 Shares 1,450,227 Est. Cost $8.52 Unrealized -6.2%
WYNDHAM WORLDWIDE CORP 1.2%
Value ($000) $15,785 Shares 221,601 Est. Cost $65.74 Unrealized
DIS WALT DISNEY CO 1.2%
Value ($000) $15,626 Shares 159,744 Est. Cost $81.20 Unrealized +13.5%
ALLERGAN INC 1.1%
Value ($000) $15,450 Shares 66,858 Est. Cost $300.22 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $15,322 Shares 274,393 Est. Cost $27.74 Unrealized +13.4%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $15,278 Shares 61,564 Est. Cost $155.93 Unrealized +16.9%
HANESBRANDS 1.1%
Value ($000) $14,814 Shares 589,494 Est. Cost $29.40 Unrealized
AMERICAN EXPRESS 1.1%
Value ($000) $14,777 Shares 243,209 Est. Cost $60.76 Unrealized
AMERICAN ELECTRIC POWER INC. 1.1%
Value ($000) $14,612 Shares 208,472 Est. Cost $70.09 Unrealized
STZ CONSTELLATION BRANDS INC CL A 1.1%
Value ($000) $14,489 Shares 87,601 Est. Cost $128.15 Unrealized +5.8%
MYLAN NV 1.0%
Value ($000) $14,077 Shares 325,550 Est. Cost $58.15 Unrealized
VLO VALERO ENERGY CORP COM 1.0%
Value ($000) $13,734 Shares 269,299 Est. Cost $28.83 Unrealized +33.4%
KR KROGER CO 1.0%
Value ($000) $12,971 Shares 352,560 Est. Cost $27.13 Unrealized +8.9%
TSN TYSON FOODS 1.0%
Value ($000) $12,959 Shares 194,025 Est. Cost $35.13 Unrealized +45.4%
GM GENERAL MOTORS 0.9%
Value ($000) $12,678 Shares 448,003 Est. Cost $24.32 Unrealized +2.0%
HAL HALLIBURTON CO 0.9%
Value ($000) $12,568 Shares 277,493 Est. Cost $33.61 Unrealized +1.6%
CBRE CB RICHARD ELLIS GROUP INC 0.9%
Value ($000) $12,191 Shares 460,385 Est. Cost $34.97 Unrealized -16.4%
PHM PULTE CORP 0.9%
Value ($000) $11,838 Shares 607,399 Est. Cost $16.89 Unrealized -2.2%
ADBE ADOBE SYSTEMS 0.9%
Value ($000) $11,549 Shares 120,570 Est. Cost $96.05 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL INC 0.8%
Value ($000) $11,115 Shares 155,803 Est. Cost $48.82 Unrealized +0.3%
DAL DELTA AIRLINES 0.8%
Value ($000) $10,834 Shares 297,390 Est. Cost $17.98 Unrealized +110.1%
ICE INTERCONTINENTAL EXCHANGE 0.8%
Value ($000) $10,760 Shares 42,037 Est. Cost $41.78 Unrealized +6.8%
HD HOME DEPOT INC 0.7%
Value ($000) $10,054 Shares 78,741 Est. Cost $68.50 Unrealized +53.2%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $8,250 Shares 130,367 Est. Cost $65.24 Unrealized -14.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $8,050 Shares 66,891 Est. Cost $94.56 Unrealized +4.9%
IBM INTL BUSINESS MACHINES 0.6%
Value ($000) $7,783 Shares 51,279 Est. Cost $94.97 Unrealized +0.2%
ROST ROSS STORES INC 0.6%
Value ($000) $7,660 Shares 135,119 Est. Cost $47.56 Unrealized +6.2%
RAYTHEON CO 0.6%
Value ($000) $7,658 Shares 56,330 Est. Cost $86.79 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.6%
Value ($000) $7,563 Shares 116,002 Est. Cost $48.00 Unrealized +9.4%
INGR INGREDION INC COM 0.6%
Value ($000) $7,538 Shares 58,246 Est. Cost $116.35 Unrealized 0.0%
ETR ENTERGY CORP 0.6%
Value ($000) $7,447 Shares 91,538 Est. Cost $25.63 Unrealized +3.1%
GLPI GAMING AND LEISURE PROPERTIES 0.5%
Value ($000) $7,296 Shares 211,598 Est. Cost $34.46 Unrealized
HOSPITALITY PROPERTIES TRUST 0.5%
Value ($000) $6,870 Shares 238,556 Est. Cost $27.06 Unrealized
CNC CENTENE CORPORATION 0.5%
Value ($000) $6,837 Shares 95,796 Est. Cost $30.87 Unrealized +1.7%
ORLY OREILLY AUTOMOTIVE 0.5%
Value ($000) $6,714 Shares 24,764 Est. Cost $17.35 Unrealized +1.9%
OHI OMEGA HEALTHCARE INVESTORS 0.5%
Value ($000) $6,668 Shares 196,406 Est. Cost $37.08 Unrealized
HD SUPPLY HOLDINGS INC 0.5%
Value ($000) $6,666 Shares 191,434 Est. Cost $34.82 Unrealized
LII LENNOX INTERNATIONAL INC 0.5%
Value ($000) $6,651 Shares 46,638 Est. Cost $115.43 Unrealized +6.1%
JAZZ JAZZ PHARMACEUTICALS 0.5%
Value ($000) $6,345 Shares 44,903 Est. Cost $151.88 Unrealized -2.9%
APPLIED MATERIALS 0.5%
Value ($000) $6,315 Shares 263,450 Est. Cost $23.97 Unrealized
EFX EQUIFAX 0.5%
Value ($000) $6,298 Shares 49,050 Est. Cost $103.67 Unrealized +6.8%
LAM RESEARCH CORPORATION 0.5%
Value ($000) $6,206 Shares 73,834 Est. Cost $82.23 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $6,190 Shares 54,163 Est. Cost $104.78 Unrealized +9.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.5%
Value ($000) $6,128 Shares 50,905 Est. Cost $104.60 Unrealized 0.0%
CRL CHARLES RIVER LABS INTL INC 0.4%
Value ($000) $5,909 Shares 71,678 Est. Cost $77.52 Unrealized +6.2%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $5,782 Shares 328,690 Est. Cost $12.11 Unrealized +5.3%
SKECHERS USA INC 0.4%
Value ($000) $5,744 Shares 193,275 Est. Cost $29.72 Unrealized
JBLU JETBLUE AIRWAYS 0.4%
Value ($000) $5,580 Shares 336,942 Est. Cost $21.17 Unrealized -12.3%
FOOTLOCKER INC 0.4%
Value ($000) $5,543 Shares 101,043 Est. Cost $57.19 Unrealized
EMN EASTMAN CHEMICAL CO 0.4%
Value ($000) $5,477 Shares 80,662 Est. Cost $52.93 Unrealized +1.2%
STLD STEEL DYNAMICS 0.4%
Value ($000) $5,426 Shares 221,464 Est. Cost $20.03 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.4%
Value ($000) $5,268 Shares 78,456 Est. Cost $64.06 Unrealized +7.1%
JUNIPER NETWORKS INC 0.4%
Value ($000) $5,257 Shares 233,736 Est. Cost $24.14 Unrealized
AL AIR LEASE CORP 0.4%
Value ($000) $5,128 Shares 191,500 Est. Cost $28.49 Unrealized -10.3%
TESORO CORP 0.4%
Value ($000) $5,117 Shares 68,305 Est. Cost $72.59 Unrealized
UNM UNUM CORP 0.4%
Value ($000) $5,032 Shares 158,292 Est. Cost $34.16 Unrealized -1.0%
INGRAM MICRO INC. 0.4%
Value ($000) $4,885 Shares 140,466 Est. Cost $30.01 Unrealized
AMTRUST FINANCIAL SERVICES INC 0.4%
Value ($000) $4,825 Shares 196,929 Est. Cost $24.50 Unrealized
LEA LEAR CORP 0.3%
Value ($000) $4,605 Shares 45,256 Est. Cost $86.43 Unrealized +8.6%
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $4,576 Shares 46,954 Est. Cost $120.87 Unrealized -7.0%
SPRINT CORPORATION 0.3%
Value ($000) $4,153 Shares 916,858 Est. Cost $4.15 Unrealized
PBF PBF ENERGY 0.3%
Value ($000) $3,753 Shares 157,839 Est. Cost $30.28 Unrealized -5.0%
GT GOODYEAR TIRE 0.2%
Value ($000) $3,360 Shares 130,933 Est. Cost $29.52 Unrealized -2.8%
HOLLYFRONTIER CORPORATION 0.2%
Value ($000) $3,261 Shares 137,174 Est. Cost $35.53 Unrealized
EA ELECTRONIC ARTS 0.2%
Value ($000) $3,184 Shares 42,027 Est. Cost $67.61 Unrealized +1.2%
DTE DTE ENERGY 0.2%
Value ($000) $2,901 Shares 29,270 Est. Cost $46.25 Unrealized +21.3%
AGG ISHARES BARCLAYS AGGREGATE BON 0.2%
Value ($000) $2,621 Shares 23,275 Est. Cost $108.79 Unrealized
AGL RESOURCES INC 0.2%
Value ($000) $2,587 Shares 39,220 Est. Cost $65.96 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,441 Shares 17,290 Est. Cost $104.19 Unrealized +9.6%
GENERAL ELEC CO 0.1%
Value ($000) $1,850 Shares 58,777 Est. Cost $26.73 Unrealized
CMCSA COMCAST CLASS A 0.1%
Value ($000) $1,700 Shares 26,076 Est. Cost $23.25 Unrealized +6.3%
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.1%
Value ($000) $1,608 Shares 165,809 Est. Cost $9.70 Unrealized
LEN/B LENNAR CORP B SHARES 0.1%
Value ($000) $1,322 Shares 35,486 Est. Cost $33.20 Unrealized -8.1%
CSRA INC 0.1%
Value ($000) $1,270 Shares 54,200 Est. Cost $30.00 Unrealized
WMT WALMART STORES INC 0.1%
Value ($000) $1,168 Shares 16,000 Est. Cost $19.52 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,148 Shares 14,720 Est. Cost $62.17 Unrealized -3.0%
LYB LYONDELLBASELL 0.1%
Value ($000) $1,099 Shares 14,761 Est. Cost $51.16 Unrealized -7.0%
EXPRESS SCRIPTS INC. 0.1%
Value ($000) $1,091 Shares 14,392 Est. Cost $75.81 Unrealized
BANK OF AMERICA CORP 0.1%
Value ($000) $1,027 Shares 77,411 Est. Cost $13.27 Unrealized
TOTAL SYSTEM SERVICES 0.1%
Value ($000) $1,012 Shares 19,050 Est. Cost $53.12 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $563 Shares 5,538 Est. Cost $49.62 Unrealized +23.7%
TALEN ENERGY CORPORATION 0.0%
Value ($000) $523 Shares 38,605 Est. Cost $17.16 Unrealized
AES AES CORP 0.0%
Value ($000) $505 Shares 40,496 Est. Cost $7.90 Unrealized 0.0%
ANTHEM INC 0.0%
Value ($000) $491 Shares 3,740 Est. Cost $131.28 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $483 Shares 7,610 Est. Cost $66.63 Unrealized -12.0%
VECTREN CORP 0.0%
Value ($000) $460 Shares 8,730 Est. Cost $39.46 Unrealized
EPR ENTERTAINMENT PROPERTIES TRUST 0.0%
Value ($000) $408 Shares 5,058 Est. Cost $66.63 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $405 Shares 7,921 Est. Cost $45.92 Unrealized +0.1%
MRK MERCK & CO INC 0.0%
Value ($000) $403 Shares 7,000 Est. Cost $34.38 Unrealized +14.8%
RR DONNELLEY & SONS CO 0.0%
Value ($000) $359 Shares 21,208 Est. Cost $17.63 Unrealized
NEENAH PAPER 0.0%
Value ($000) $359 Shares 4,956 Est. Cost $63.56 Unrealized
HIG HARTFORD FINL SVCS 0.0%
Value ($000) $352 Shares 7,940 Est. Cost $25.37 Unrealized +42.9%
EBIX INC 0.0%
Value ($000) $331 Shares 6,919 Est. Cost $41.49 Unrealized
BMY BRISTOL MYERS 0.0%
Value ($000) $330 Shares 4,492 Est. Cost $44.80 Unrealized +12.7%
SIGI SELECTIVE INSURANCE GROUP 0.0%
Value ($000) $312 Shares 8,164 Est. Cost $28.60 Unrealized +9.2%
SNA SNAP-ON INC 0.0%
Value ($000) $305 Shares 1,930 Est. Cost $97.54 Unrealized +29.0%
SINCLAIR BROADCAST GROUP INC 0.0%
Value ($000) $303 Shares 10,164 Est. Cost $30.68 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $291 Shares 7,667 Est. Cost $36.83 Unrealized 0.0%
DLX DELUXE CORP 0.0%
Value ($000) $287 Shares 4,320 Est. Cost $37.30 Unrealized +14.4%
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $281 Shares 22,145 Est. Cost $9.76 Unrealized +14.5%
GME GAMESTOP CORP 0.0%
Value ($000) $279 Shares 10,498 Est. Cost $7.39 Unrealized -22.5%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $276 Shares 8,444 Est. Cost $27.15 Unrealized +12.3%
SSD SIMPSON MANUFACTURING CO 0.0%
Value ($000) $275 Shares 6,870 Est. Cost $30.78 Unrealized +12.0%
AEO AMERICAN EAGLE OUTFITTERS INC. 0.0%
Value ($000) $270 Shares 16,963 Est. Cost $11.46 Unrealized +2.3%
ROYAL DUTCH SHELL PLC ADR CL A 0.0%
Value ($000) $268 Shares 4,860 Est. Cost $63.79 Unrealized
CUBI CUSTOMERS BANCORP 0.0%
Value ($000) $268 Shares 10,653 Est. Cost $23.89 Unrealized +6.5%
PLOW DOUGLAS DYNAMICS INC COM 0.0%
Value ($000) $265 Shares 10,298 Est. Cost $22.47 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $264 Shares 2,755 Est. Cost $75.74 Unrealized -1.6%
MS MORGAN STANLEY 0.0%
Value ($000) $255 Shares 9,830 Est. Cost $27.26 Unrealized -27.0%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $240 Shares 11,401 Est. Cost $18.89 Unrealized +1.7%
FIX COMFORT SYSTEMS USA 0.0%
Value ($000) $234 Shares 7,196 Est. Cost $26.50 Unrealized +13.0%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $232 Shares 7,379 Est. Cost $16.61 Unrealized +7.6%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $231 Shares 329 Est. Cost $36.73 Unrealized -0.8%
ANWORTH MORTGAGE 0.0%
Value ($000) $228 Shares 48,569 Est. Cost $4.69 Unrealized
PORTOLA PHARMACEUTICALS INC 0.0%
Value ($000) $226 Shares 9,575 Est. Cost $23.60 Unrealized
PAREXEL INTERNATIONAL CORPORAT 0.0%
Value ($000) $216 Shares 3,428 Est. Cost $62.72 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value ($000) $215 Shares 2,033 Est. Cost $77.82 Unrealized +15.5%
C CITIGROUP INC COM 0.0%
Value ($000) $212 Shares 4,990 Est. Cost $31.61 Unrealized +4.7%
IWM ISHARES RUSSELL 2000 INDEX FUN 0.0%
Value ($000) $208 Shares 1,809 Est. Cost $114.98 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $208 Shares 4,109 Est. Cost $37.68 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $207 Shares 2,233 Est. Cost $59.97 Unrealized +4.7%
PG PROCTOR & GAMBLE 0.0%
Value ($000) $203 Shares 2,400 Est. Cost $63.33 Unrealized 0.0%
BROCADE COMMUNICATION 0.0%
Value ($000) $195 Shares 21,279 Est. Cost $11.19 Unrealized
WEB.COM GROUP 0.0%
Value ($000) $193 Shares 10,637 Est. Cost $19.84 Unrealized
CAPSTEAD MORTGAGE CP NEWREIT 0.0%
Value ($000) $160 Shares 16,462 Est. Cost $9.90 Unrealized
ASHFORD HOSPITALITY TRUST 0.0%
Value ($000) $65 Shares 12,158 Est. Cost $5.35 Unrealized