AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 7, 2016

Total Value ($000): $1,176,611 (100.0% shares, 0.0% debt)

Holdings (151)

XOM EXXON MOBIL CORP 3.5%
Value ($000) $40,893 Shares 468,529 Est. Cost $49.81 Unrealized +17.5%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $34,955 Shares 524,935 Est. Cost $39.01 Unrealized +30.3%
WFC WELLS FARGO & CO 2.4%
Value ($000) $27,912 Shares 630,350 Est. Cost $30.82 Unrealized +19.5%
PFE PFIZER INC 2.3%
Value ($000) $26,980 Shares 796,574 Est. Cost $20.99 Unrealized +6.0%
CVX CHEVRON CORP 2.0%
Value ($000) $23,800 Shares 231,243 Est. Cost $70.07 Unrealized -2.3%
AAPL APPLE INC 2.0%
Value ($000) $23,576 Shares 208,549 Est. Cost $24.23 Unrealized 0.0%
SUNTRUST BANKS INC 1.9%
Value ($000) $22,560 Shares 515,078 Est. Cost $42.32 Unrealized
CSCO CISCO SYS INC COM 1.9%
Value ($000) $22,419 Shares 706,780 Est. Cost $20.11 Unrealized +14.7%
TSN TYSON FOODS 1.9%
Value ($000) $21,966 Shares 294,177 Est. Cost $42.87 Unrealized +35.0%
INTC INTEL CORP 1.8%
Value ($000) $21,456 Shares 568,366 Est. Cost $26.36 Unrealized +8.6%
GENERAL ELEC CO 1.7%
Value ($000) $19,812 Shares 668,874 Est. Cost $29.37 Unrealized
T AT+T INC COM 1.6%
Value ($000) $19,183 Shares 472,371 Est. Cost $11.42 Unrealized +42.7%
BSX BOSTON SCIENTIFIC CORP 1.6%
Value ($000) $19,070 Shares 801,264 Est. Cost $18.08 Unrealized +32.0%
LEN LENNAR CORP 1.6%
Value ($000) $18,944 Shares 447,432 Est. Cost $36.64 Unrealized +10.3%
KHC KRAFT HEINZ 1.5%
Value ($000) $18,084 Shares 202,030 Est. Cost $58.03 Unrealized 0.0%
AFL AFLAC INC 1.5%
Value ($000) $17,648 Shares 245,549 Est. Cost $29.23 Unrealized 0.0%
MO ALTRIA GROUP INC 1.5%
Value ($000) $17,445 Shares 275,905 Est. Cost $19.54 Unrealized +77.9%
DAL DELTA AIRLINES 1.5%
Value ($000) $17,149 Shares 435,688 Est. Cost $23.00 Unrealized +46.9%
HD HOME DEPOT INC 1.4%
Value ($000) $16,735 Shares 130,050 Est. Cost $83.43 Unrealized +27.5%
TRV TRAVELERS COS INC 1.4%
Value ($000) $16,644 Shares 145,299 Est. Cost $68.88 Unrealized +38.3%
PCG PG&E CORP 1.4%
Value ($000) $16,239 Shares 265,471 Est. Cost $46.73 Unrealized +29.2%
DISCOVER FINANCIAL SVCS 1.4%
Value ($000) $16,224 Shares 286,901 Est. Cost $53.59 Unrealized
BA BOEING CO 1.4%
Value ($000) $16,047 Shares 121,808 Est. Cost $120.78 Unrealized 0.0%
HON HONEYWELL INTL 1.4%
Value ($000) $15,909 Shares 136,453 Est. Cost $76.89 Unrealized +11.9%
IBM INTL BUSINESS MACHINES 1.3%
Value ($000) $15,760 Shares 99,214 Est. Cost $98.25 Unrealized +3.6%
AMGN AMGEN INC 1.3%
Value ($000) $15,172 Shares 90,953 Est. Cost $127.72 Unrealized 0.0%
DOW CHEMICAL CO 1.3%
Value ($000) $15,041 Shares 290,204 Est. Cost $50.79 Unrealized
AETNA INC 1.3%
Value ($000) $14,903 Shares 129,086 Est. Cost $68.71 Unrealized
LNC LINCOLN NATIONAL CORP 1.2%
Value ($000) $14,642 Shares 311,659 Est. Cost $27.40 Unrealized +13.6%
MAS MASCO CORP 1.2%
Value ($000) $14,564 Shares 424,487 Est. Cost $24.54 Unrealized +22.5%
PSX PHILLIPS 66 1.2%
Value ($000) $14,534 Shares 180,436 Est. Cost $50.52 Unrealized +7.7%
TGT TARGET CORP COM 1.2%
Value ($000) $14,483 Shares 210,871 Est. Cost $56.11 Unrealized -3.2%
CITRIX SYSTEMS INC 1.2%
Value ($000) $14,480 Shares 169,908 Est. Cost $80.09 Unrealized
CE CELANESE CORPORATION 1.2%
Value ($000) $14,361 Shares 215,754 Est. Cost $52.51 Unrealized +4.1%
HANESBRANDS 1.2%
Value ($000) $14,029 Shares 555,587 Est. Cost $29.40 Unrealized
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $13,824 Shares 174,716 Est. Cost $57.64 Unrealized +0.2%
EXC EXELON CORP 1.1%
Value ($000) $13,411 Shares 402,867 Est. Cost $18.08 Unrealized 0.0%
AXP AMERICAN EXPRESS 1.1%
Value ($000) $13,356 Shares 208,558 Est. Cost $56.32 Unrealized 0.0%
BROADCOM LIMITED 1.1%
Value ($000) $13,265 Shares 76,888 Est. Cost $154.56 Unrealized
ALLERGAN INC 1.1%
Value ($000) $13,073 Shares 56,762 Est. Cost $300.22 Unrealized
VLO VALERO ENERGY CORP COM 1.1%
Value ($000) $12,709 Shares 239,790 Est. Cost $28.83 Unrealized +27.4%
GM GENERAL MOTORS 1.1%
Value ($000) $12,599 Shares 396,554 Est. Cost $24.32 Unrealized +6.3%
WYNDHAM WORLDWIDE CORP 1.1%
Value ($000) $12,558 Shares 186,508 Est. Cost $65.74 Unrealized
DIS WALT DISNEY CO 1.1%
Value ($000) $12,509 Shares 134,703 Est. Cost $81.20 Unrealized +9.5%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $12,488 Shares 240,239 Est. Cost $27.74 Unrealized +18.6%
CBRE CB RICHARD ELLIS GROUP INC 1.0%
Value ($000) $12,115 Shares 433,004 Est. Cost $34.97 Unrealized -18.4%
ADBE ADOBE SYSTEMS 1.0%
Value ($000) $11,575 Shares 106,647 Est. Cost $96.05 Unrealized +4.5%
AEP AMERICAN ELECTRIC POWER INC. 1.0%
Value ($000) $11,272 Shares 175,554 Est. Cost $48.31 Unrealized 0.0%
MYLAN NV 0.9%
Value ($000) $11,122 Shares 291,765 Est. Cost $58.15 Unrealized
PHM PULTE CORP 0.9%
Value ($000) $10,920 Shares 544,892 Est. Cost $16.89 Unrealized +9.8%
PRU PRUDENTIAL FINANCIAL INC 0.9%
Value ($000) $10,609 Shares 129,928 Est. Cost $48.82 Unrealized +2.9%
KEY KEYCORP 0.9%
Value ($000) $10,422 Shares 856,403 Est. Cost $8.52 Unrealized -5.0%
HAL HALLIBURTON CO 0.9%
Value ($000) $10,392 Shares 231,540 Est. Cost $33.61 Unrealized +8.2%
STZ CONSTELLATION BRANDS INC CL A 0.8%
Value ($000) $9,468 Shares 56,868 Est. Cost $128.15 Unrealized +11.6%
JCI JOHNSON CONTROLS PLC 0.8%
Value ($000) $9,428 Shares 202,628 Est. Cost $33.21 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.7%
Value ($000) $8,771 Shares 290,918 Est. Cost $25.12 Unrealized 0.0%
PPL PPL CORP 0.7%
Value ($000) $8,428 Shares 243,807 Est. Cost $19.28 Unrealized +22.6%
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $7,825 Shares 102,776 Est. Cost $65.24 Unrealized -12.3%
RAYTHEON CO 0.6%
Value ($000) $7,261 Shares 53,340 Est. Cost $86.79 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $7,105 Shares 61,591 Est. Cost $94.56 Unrealized -0.0%
META FACEBOOK INC 0.6%
Value ($000) $6,662 Shares 51,940 Est. Cost $104.78 Unrealized +17.7%
ROST ROSS STORES INC 0.5%
Value ($000) $6,435 Shares 100,077 Est. Cost $47.56 Unrealized +17.8%
INGR INGREDION INC COM 0.5%
Value ($000) $6,236 Shares 46,866 Est. Cost $116.35 Unrealized +14.8%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.5%
Value ($000) $5,718 Shares 84,351 Est. Cost $48.00 Unrealized +21.1%
OHI OMEGA HEALTHCARE INVESTORS 0.4%
Value ($000) $5,173 Shares 145,925 Est. Cost $37.08 Unrealized
GLPI GAMING AND LEISURE PROPERTIES 0.4%
Value ($000) $5,168 Shares 154,494 Est. Cost $34.46 Unrealized
LAM RESEARCH CORPORATION 0.4%
Value ($000) $5,128 Shares 54,144 Est. Cost $82.23 Unrealized
HOSPITALITY PROPERTIES TRUST 0.4%
Value ($000) $5,104 Shares 171,728 Est. Cost $27.06 Unrealized
ETR ENTERGY CORP 0.4%
Value ($000) $5,067 Shares 66,039 Est. Cost $25.63 Unrealized +8.1%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $5,032 Shares 245,934 Est. Cost $12.11 Unrealized +14.3%
FOOTLOCKER INC 0.4%
Value ($000) $5,009 Shares 73,962 Est. Cost $57.19 Unrealized
ORLY OREILLY AUTOMOTIVE 0.4%
Value ($000) $4,987 Shares 17,802 Est. Cost $17.35 Unrealized +8.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value ($000) $4,798 Shares 36,905 Est. Cost $104.60 Unrealized +9.4%
URI UNITED RENTALS INC COM 0.4%
Value ($000) $4,753 Shares 60,550 Est. Cost $74.22 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $4,732 Shares 34,420 Est. Cost $137.48 Unrealized
CNC CENTENE CORPORATION 0.4%
Value ($000) $4,662 Shares 69,621 Est. Cost $30.87 Unrealized +12.5%
M MACY'S INC 0.4%
Value ($000) $4,627 Shares 124,896 Est. Cost $36.24 Unrealized 0.0%
EFX EQUIFAX 0.4%
Value ($000) $4,606 Shares 34,225 Est. Cost $103.67 Unrealized +17.2%
RR DONNELLEY & SONS CO 0.4%
Value ($000) $4,525 Shares 287,878 Est. Cost $15.86 Unrealized
HD SUPPLY HOLDINGS INC 0.4%
Value ($000) $4,402 Shares 137,652 Est. Cost $34.82 Unrealized
NTAP NETAPP INC COM 0.4%
Value ($000) $4,369 Shares 121,980 Est. Cost $24.01 Unrealized 0.0%
CRL CHARLES RIVER LABS INTL INC 0.4%
Value ($000) $4,349 Shares 52,185 Est. Cost $77.52 Unrealized +8.1%
SPRINT CORPORATION 0.4%
Value ($000) $4,297 Shares 648,179 Est. Cost $4.15 Unrealized
PFG PRINCIPAL FINL GROUP 0.4%
Value ($000) $4,256 Shares 82,620 Est. Cost $32.91 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.4%
Value ($000) $4,237 Shares 56,533 Est. Cost $64.06 Unrealized -1.1%
STLD STEEL DYNAMICS 0.4%
Value ($000) $4,134 Shares 165,407 Est. Cost $20.03 Unrealized +5.1%
JUNIPER NETWORKS INC 0.3%
Value ($000) $4,073 Shares 169,273 Est. Cost $24.14 Unrealized
ZION ZIONS BANC CORP 0.3%
Value ($000) $4,048 Shares 130,500 Est. Cost $28.41 Unrealized 0.0%
DKS DICK'S SPORTING GOODS INC 0.3%
Value ($000) $4,046 Shares 71,330 Est. Cost $42.17 Unrealized 0.0%
LEA LEAR CORP 0.3%
Value ($000) $4,031 Shares 33,253 Est. Cost $86.43 Unrealized +10.3%
TESORO CORP 0.3%
Value ($000) $4,013 Shares 50,443 Est. Cost $72.59 Unrealized
BERRY PLASTICS GROUP INC 0.3%
Value ($000) $4,008 Shares 91,410 Est. Cost $43.85 Unrealized
UNM UNUM CORP 0.3%
Value ($000) $3,999 Shares 113,256 Est. Cost $34.16 Unrealized -1.0%
AL AIR LEASE CORP 0.3%
Value ($000) $3,996 Shares 139,835 Est. Cost $28.49 Unrealized -14.5%
JBLU JETBLUE AIRWAYS 0.3%
Value ($000) $3,982 Shares 230,969 Est. Cost $21.17 Unrealized -19.3%
TUPPERWARE BRANDS CORP 0.3%
Value ($000) $3,944 Shares 60,340 Est. Cost $65.36 Unrealized
MAN MANPOWERGROUP INC 0.3%
Value ($000) $3,836 Shares 53,092 Est. Cost $77.25 Unrealized -10.8%
AMTRUST FINANCIAL SERVICES INC 0.3%
Value ($000) $3,780 Shares 140,880 Est. Cost $26.83 Unrealized
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $3,742 Shares 32,885 Est. Cost $120.87 Unrealized -9.5%
HESS CORP 0.3%
Value ($000) $3,566 Shares 66,503 Est. Cost $53.62 Unrealized
MFA FINANCIAL INC 0.3%
Value ($000) $3,545 Shares 473,890 Est. Cost $7.48 Unrealized
ICE INTERCONTINENTAL EXCHANGE 0.3%
Value ($000) $3,383 Shares 12,560 Est. Cost $41.78 Unrealized +15.9%
GT GOODYEAR TIRE 0.3%
Value ($000) $3,104 Shares 96,104 Est. Cost $29.52 Unrealized -1.5%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,645 Shares 18,890 Est. Cost $105.57 Unrealized +14.2%
AGG ISHARES BARCLAYS AGGREGATE BON 0.2%
Value ($000) $2,617 Shares 23,275 Est. Cost $108.79 Unrealized
PBF PBF ENERGY 0.2%
Value ($000) $2,543 Shares 112,339 Est. Cost $30.28 Unrealized -25.8%
HOLLYFRONTIER CORPORATION 0.2%
Value ($000) $2,445 Shares 99,812 Est. Cost $35.53 Unrealized
DTE DTE ENERGY 0.2%
Value ($000) $2,286 Shares 24,410 Est. Cost $46.25 Unrealized +28.8%
CMCSA COMCAST CLASS A 0.1%
Value ($000) $1,727 Shares 26,026 Est. Cost $23.25 Unrealized +14.5%
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.1%
Value ($000) $1,617 Shares 165,809 Est. Cost $9.70 Unrealized
WMT WALMART STORES INC 0.1%
Value ($000) $1,551 Shares 21,500 Est. Cost $19.79 Unrealized +4.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,266 Shares 5,280 Est. Cost $155.93 Unrealized +24.9%
CSRA INC 0.1%
Value ($000) $1,220 Shares 45,350 Est. Cost $30.00 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,144 Shares 14,720 Est. Cost $62.17 Unrealized -1.1%
EXPRESS SCRIPTS INC. 0.1%
Value ($000) $1,015 Shares 14,392 Est. Cost $75.81 Unrealized
SCRIPPS NETWORKS INTERACTIVE 0.1%
Value ($000) $924 Shares 14,550 Est. Cost $63.51 Unrealized
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $626 Shares 778 Est. Cost $37.93 Unrealized +2.3%
AES AES CORP 0.0%
Value ($000) $520 Shares 40,496 Est. Cost $7.90 Unrealized +11.6%
LEN/B LENNAR CORP B SHARES 0.0%
Value ($000) $443 Shares 13,186 Est. Cost $33.20 Unrealized -6.5%
TALEN ENERGY CORPORATION 0.0%
Value ($000) $399 Shares 28,810 Est. Cost $17.16 Unrealized
EPR ENTERTAINMENT PROPERTIES TRUST 0.0%
Value ($000) $338 Shares 4,288 Est. Cost $66.63 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $322 Shares 2,570 Est. Cost $113.72 Unrealized 0.0%
EBIX INC 0.0%
Value ($000) $315 Shares 5,535 Est. Cost $41.49 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $304 Shares 6,737 Est. Cost $36.83 Unrealized +14.5%
NEENAH PAPER 0.0%
Value ($000) $297 Shares 3,756 Est. Cost $63.56 Unrealized
SINCLAIR BROADCAST GROUP INC 0.0%
Value ($000) $287 Shares 9,934 Est. Cost $30.68 Unrealized
SIGI SELECTIVE INSURANCE GROUP 0.0%
Value ($000) $284 Shares 7,134 Est. Cost $28.60 Unrealized +19.6%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $281 Shares 7,494 Est. Cost $27.15 Unrealized +13.7%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $281 Shares 5,295 Est. Cost $48.08 Unrealized 0.0%
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $280 Shares 19,655 Est. Cost $9.76 Unrealized +16.3%
PLOW DOUGLAS DYNAMICS INC COM 0.0%
Value ($000) $276 Shares 8,638 Est. Cost $22.47 Unrealized +33.3%
EGRX EAGLE PHARMACEUTICALS 0.0%
Value ($000) $274 Shares 3,917 Est. Cost $55.40 Unrealized 0.0%
AEO AMERICAN EAGLE OUTFITTERS INC. 0.0%
Value ($000) $270 Shares 15,113 Est. Cost $11.46 Unrealized +21.2%
MKSI MKS INSTRUMENT INC 0.0%
Value ($000) $265 Shares 5,328 Est. Cost $43.66 Unrealized 0.0%
GME GAMESTOP CORP 0.0%
Value ($000) $264 Shares 9,558 Est. Cost $7.39 Unrealized -21.8%
SKYW SKYWEST INC 0.0%
Value ($000) $263 Shares 9,966 Est. Cost $27.77 Unrealized 0.0%
SSD SIMPSON MANUFACTURING CO 0.0%
Value ($000) $262 Shares 5,970 Est. Cost $30.78 Unrealized +24.6%
TRAVELPORT WORLDWIDE LIMITED 0.0%
Value ($000) $261 Shares 17,381 Est. Cost $15.02 Unrealized
GREAT WESTERN BANCORP 0.0%
Value ($000) $250 Shares 7,502 Est. Cost $33.32 Unrealized
DLX DELUXE CORP 0.0%
Value ($000) $249 Shares 3,720 Est. Cost $37.30 Unrealized +23.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $247 Shares 2,775 Est. Cost $75.74 Unrealized -6.4%
ANWORTH MORTGAGE 0.0%
Value ($000) $239 Shares 48,569 Est. Cost $4.92 Unrealized
CUBI CUSTOMERS BANCORP 0.0%
Value ($000) $239 Shares 9,518 Est. Cost $23.89 Unrealized +8.2%
HEALTHSOUTH CORPORATION 0.0%
Value ($000) $238 Shares 5,866 Est. Cost $40.57 Unrealized
PAREXEL INTERNATIONAL CORPORAT 0.0%
Value ($000) $236 Shares 3,402 Est. Cost $62.72 Unrealized
LOW LOWES COMPANIES 0.0%
Value ($000) $225 Shares 3,122 Est. Cost $65.42 Unrealized 0.0%
THE PRICELINE GROUP INC 0.0%
Value ($000) $221 Shares 150 Est. Cost $1473.33 Unrealized
FIX COMFORT SYSTEMS USA 0.0%
Value ($000) $211 Shares 7,196 Est. Cost $26.50 Unrealized +5.6%
VECTREN CORP 0.0%
Value ($000) $204 Shares 4,070 Est. Cost $39.46 Unrealized
BROCADE COMMUNICATION 0.0%
Value ($000) $163 Shares 17,699 Est. Cost $11.19 Unrealized
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.0%
Value ($000) $91 Shares 10,082 Est. Cost $9.41 Unrealized 0.0%