AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 7, 2017

Total Value ($000): $1,061,547 (100.0% shares, 0.0% debt)

Holdings (153)

JPM JPMORGAN CHASE & CO 3.6%
Value ($000) $38,247 Shares 443,239 Est. Cost $39.01 Unrealized +53.5%
XOM EXXON MOBIL CORP 3.5%
Value ($000) $37,230 Shares 412,471 Est. Cost $49.81 Unrealized +16.8%
BAC BANK OF AMERICA CORP 2.7%
Value ($000) $29,163 Shares 1,319,591 Est. Cost $15.68 Unrealized 0.0%
CVX CHEVRON CORP 2.3%
Value ($000) $23,988 Shares 203,805 Est. Cost $70.07 Unrealized +5.3%
SUNTRUST BANKS INC 2.2%
Value ($000) $23,402 Shares 426,653 Est. Cost $42.32 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $22,430 Shares 193,663 Est. Cost $24.23 Unrealized +7.7%
PFE PFIZER INC 2.1%
Value ($000) $22,109 Shares 680,687 Est. Cost $20.99 Unrealized -2.4%
DAL DELTA AIRLINES 1.8%
Value ($000) $19,311 Shares 392,586 Est. Cost $23.00 Unrealized +77.9%
CSCO CISCO SYS INC COM 1.8%
Value ($000) $18,933 Shares 626,502 Est. Cost $20.11 Unrealized +14.6%
LNC LINCOLN NATIONAL CORP 1.7%
Value ($000) $18,469 Shares 278,700 Est. Cost $27.40 Unrealized +48.3%
DISCOVER FINANCIAL SVCS 1.7%
Value ($000) $18,417 Shares 255,473 Est. Cost $53.59 Unrealized
GENERAL ELEC CO 1.7%
Value ($000) $18,019 Shares 570,236 Est. Cost $29.37 Unrealized
INTC INTEL CORP 1.7%
Value ($000) $17,994 Shares 496,122 Est. Cost $26.36 Unrealized +10.6%
T ATT INC COM 1.7%
Value ($000) $17,746 Shares 417,260 Est. Cost $11.42 Unrealized +35.4%
MO ALTRIA GROUP INC 1.6%
Value ($000) $16,552 Shares 244,783 Est. Cost $19.54 Unrealized +73.9%
KEY KEYCORP 1.5%
Value ($000) $16,431 Shares 899,343 Est. Cost $8.62 Unrealized +24.2%
HD HOME DEPOT INC 1.5%
Value ($000) $16,016 Shares 119,454 Est. Cost $83.43 Unrealized +23.9%
AFL AFLAC INC 1.5%
Value ($000) $15,654 Shares 224,919 Est. Cost $29.23 Unrealized -2.7%
LEN LENNAR CORP 1.5%
Value ($000) $15,646 Shares 364,462 Est. Cost $36.64 Unrealized +0.8%
TRV TRAVELERS COS INC 1.5%
Value ($000) $15,611 Shares 127,519 Est. Cost $68.88 Unrealized +35.7%
BA BOEING CO 1.5%
Value ($000) $15,420 Shares 99,049 Est. Cost $120.78 Unrealized +11.8%
TSN TYSON FOODS 1.5%
Value ($000) $15,393 Shares 249,564 Est. Cost $42.87 Unrealized +21.3%
KHC KRAFT HEINZ 1.4%
Value ($000) $15,112 Shares 173,065 Est. Cost $58.03 Unrealized -2.7%
DOW CHEMICAL CO 1.4%
Value ($000) $14,730 Shares 257,433 Est. Cost $50.79 Unrealized
IBM INTL BUSINESS MACHINES 1.4%
Value ($000) $14,710 Shares 88,619 Est. Cost $98.25 Unrealized +4.9%
VLO VALERO ENERGY CORP COM 1.4%
Value ($000) $14,544 Shares 212,874 Est. Cost $28.83 Unrealized +48.4%
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $14,359 Shares 663,861 Est. Cost $18.08 Unrealized +20.7%
PCG PG&E CORP 1.3%
Value ($000) $14,212 Shares 233,872 Est. Cost $46.73 Unrealized +22.9%
AETNA INC 1.3%
Value ($000) $14,091 Shares 113,626 Est. Cost $68.71 Unrealized
PSX PHILLIPS 66 1.3%
Value ($000) $13,832 Shares 160,077 Est. Cost $50.52 Unrealized +16.1%
CE CELANESE CORPORATION 1.3%
Value ($000) $13,730 Shares 174,369 Est. Cost $52.51 Unrealized +20.3%
TGT TARGET CORP COM 1.3%
Value ($000) $13,388 Shares 185,353 Est. Cost $56.11 Unrealized -1.4%
HON HONEYWELL INTL 1.2%
Value ($000) $13,251 Shares 114,377 Est. Cost $76.89 Unrealized +9.5%
AXP AMERICAN EXPRESS 1.2%
Value ($000) $13,202 Shares 178,208 Est. Cost $56.32 Unrealized +8.3%
CBRE CB RICHARD ELLIS GROUP INC 1.2%
Value ($000) $12,604 Shares 400,252 Est. Cost $34.97 Unrealized -17.2%
AMGN AMGEN INC 1.2%
Value ($000) $12,587 Shares 86,086 Est. Cost $127.72 Unrealized -10.5%
BROADCOM LIMITED 1.2%
Value ($000) $12,356 Shares 69,900 Est. Cost $154.56 Unrealized
DIS WALT DISNEY CO 1.2%
Value ($000) $12,231 Shares 117,358 Est. Cost $81.20 Unrealized +11.7%
CITRIX SYSTEMS INC 1.1%
Value ($000) $12,047 Shares 134,895 Est. Cost $80.09 Unrealized
WYNDHAM WORLDWIDE CORP 1.1%
Value ($000) $12,030 Shares 157,529 Est. Cost $65.74 Unrealized
EXC EXELON CORP 1.1%
Value ($000) $11,876 Shares 334,632 Est. Cost $18.08 Unrealized -4.7%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $11,405 Shares 213,658 Est. Cost $27.74 Unrealized +11.7%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $11,402 Shares 159,227 Est. Cost $57.64 Unrealized -7.7%
GM GENERAL MOTORS 1.1%
Value ($000) $11,375 Shares 326,483 Est. Cost $24.32 Unrealized +15.8%
PRU PRUDENTIAL FINANCIAL INC 1.0%
Value ($000) $11,060 Shares 106,281 Est. Cost $48.82 Unrealized +28.2%
ALLERGAN INC 1.0%
Value ($000) $10,595 Shares 50,451 Est. Cost $300.22 Unrealized
MAS MASCO CORP 1.0%
Value ($000) $10,382 Shares 328,339 Est. Cost $24.54 Unrealized +13.9%
HANESBRANDS 1.0%
Value ($000) $10,290 Shares 477,035 Est. Cost $29.40 Unrealized
HAL HALLIBURTON CO 0.9%
Value ($000) $9,882 Shares 182,701 Est. Cost $33.61 Unrealized +24.1%
AEP AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $9,419 Shares 149,600 Est. Cost $48.31 Unrealized -7.5%
MYLAN NV 0.9%
Value ($000) $9,380 Shares 245,872 Est. Cost $58.15 Unrealized
ADBE ADOBE SYSTEMS 0.9%
Value ($000) $9,184 Shares 89,207 Est. Cost $96.05 Unrealized +10.2%
JCI JOHNSON CONTROLS PLC 0.8%
Value ($000) $8,581 Shares 208,319 Est. Cost $33.24 Unrealized +3.2%
MAN MANPOWERGROUP INC 0.8%
Value ($000) $8,561 Shares 96,332 Est. Cost $79.59 Unrealized +3.6%
PHM PULTE CORP 0.8%
Value ($000) $8,528 Shares 463,982 Est. Cost $16.89 Unrealized +1.1%
AMAT APPLIED MATERIALS 0.7%
Value ($000) $7,471 Shares 231,524 Est. Cost $25.12 Unrealized +9.4%
MCD MCDONALDS CORP 0.7%
Value ($000) $7,441 Shares 61,130 Est. Cost $94.56 Unrealized -0.3%
PPL PPL CORP 0.6%
Value ($000) $6,745 Shares 198,088 Est. Cost $19.28 Unrealized +15.6%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $6,209 Shares 83,164 Est. Cost $65.24 Unrealized -2.8%
META FACEBOOK INC 0.6%
Value ($000) $5,881 Shares 51,115 Est. Cost $104.78 Unrealized +16.4%
ROST ROSS STORES INC 0.5%
Value ($000) $5,059 Shares 77,115 Est. Cost $47.56 Unrealized +25.7%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $4,690 Shares 173,879 Est. Cost $12.11 Unrealized +42.8%
URI UNITED RENTALS INC COM 0.4%
Value ($000) $4,426 Shares 41,920 Est. Cost $74.22 Unrealized +18.7%
M MACY'S INC 0.4%
Value ($000) $4,381 Shares 122,347 Est. Cost $36.24 Unrealized +7.3%
INGR INGREDION INC COM 0.4%
Value ($000) $4,287 Shares 34,306 Est. Cost $116.35 Unrealized +8.6%
STLD STEEL DYNAMICS 0.4%
Value ($000) $4,117 Shares 115,720 Est. Cost $20.03 Unrealized +30.3%
HD SUPPLY HOLDINGS INC 0.4%
Value ($000) $4,039 Shares 95,010 Est. Cost $34.82 Unrealized
LAM RESEARCH CORPORATION 0.4%
Value ($000) $4,033 Shares 38,145 Est. Cost $82.23 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.4%
Value ($000) $4,003 Shares 60,380 Est. Cost $48.00 Unrealized +15.9%
ZION ZIONS BANC CORP 0.4%
Value ($000) $3,957 Shares 91,940 Est. Cost $28.41 Unrealized +29.7%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $3,858 Shares 16,586 Est. Cost $200.65 Unrealized 0.0%
SPY S&P 500 DEPOSITORY RECPTS. 0.4%
Value ($000) $3,842 Shares 17,189 Est. Cost $223.52 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $3,786 Shares 24,695 Est. Cost $128.15 Unrealized +7.8%
FOOTLOCKER INC 0.4%
Value ($000) $3,781 Shares 53,341 Est. Cost $57.19 Unrealized
HOSPITALITY PROPERTIES TRUST 0.3%
Value ($000) $3,714 Shares 117,020 Est. Cost $27.06 Unrealized
SPRINT CORPORATION 0.3%
Value ($000) $3,693 Shares 438,580 Est. Cost $4.15 Unrealized
ICE INTERCONTINENTAL EXCHANGE 0.3%
Value ($000) $3,543 Shares 62,800 Est. Cost $47.78 Unrealized +3.1%
UNM UNUM CORP 0.3%
Value ($000) $3,505 Shares 79,790 Est. Cost $34.16 Unrealized +17.1%
ORLY OREILLY AUTOMOTIVE 0.3%
Value ($000) $3,419 Shares 12,280 Est. Cost $17.35 Unrealized +5.3%
ETR ENTERGY CORP 0.3%
Value ($000) $3,365 Shares 45,800 Est. Cost $25.63 Unrealized -1.5%
GLPI GAMING AND LEISURE PROPERTIES 0.3%
Value ($000) $3,350 Shares 109,410 Est. Cost $34.46 Unrealized
JBLU JETBLUE AIRWAYS 0.3%
Value ($000) $3,347 Shares 149,272 Est. Cost $21.17 Unrealized -6.7%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3,319 Shares 20,741 Est. Cost $107.67 Unrealized +20.0%
PFG PRINCIPAL FINL GROUP 0.3%
Value ($000) $3,310 Shares 57,200 Est. Cost $32.91 Unrealized +20.8%
AL AIR LEASE CORP 0.3%
Value ($000) $3,304 Shares 96,230 Est. Cost $28.49 Unrealized -0.4%
JUNIPER NETWORKS INC 0.3%
Value ($000) $3,283 Shares 116,170 Est. Cost $24.14 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value ($000) $3,184 Shares 101,864 Est. Cost $37.08 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.3%
Value ($000) $3,118 Shares 38,010 Est. Cost $64.06 Unrealized +11.3%
TESORO CORP 0.3%
Value ($000) $3,090 Shares 35,333 Est. Cost $72.59 Unrealized
BERRY PLASTICS GROUP INC 0.3%
Value ($000) $3,084 Shares 63,280 Est. Cost $43.85 Unrealized
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $3,050 Shares 23,760 Est. Cost $137.48 Unrealized
HESS CORP 0.3%
Value ($000) $2,991 Shares 48,013 Est. Cost $53.62 Unrealized
NTAP NETAPP INC COM 0.3%
Value ($000) $2,979 Shares 84,450 Est. Cost $24.01 Unrealized +15.5%
CRL CHARLES RIVER LABS INTL INC 0.3%
Value ($000) $2,831 Shares 37,152 Est. Cost $77.52 Unrealized -2.0%
CNC CENTENE CORPORATION 0.3%
Value ($000) $2,669 Shares 47,224 Est. Cost $30.87 Unrealized -4.4%
DKS DICK'S SPORTING GOODS INC 0.2%
Value ($000) $2,641 Shares 49,728 Est. Cost $42.17 Unrealized +4.5%
PBF PBF ENERGY 0.2%
Value ($000) $2,638 Shares 94,628 Est. Cost $30.28 Unrealized -19.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $2,627 Shares 25,460 Est. Cost $104.60 Unrealized -4.9%
LEA LEAR CORP 0.2%
Value ($000) $2,579 Shares 19,480 Est. Cost $86.43 Unrealized +22.1%
MFA FINANCIAL INC 0.2%
Value ($000) $2,545 Shares 333,610 Est. Cost $7.48 Unrealized
AGG ISHARES BARCLAYS AGGREGATE BON 0.2%
Value ($000) $2,515 Shares 23,275 Est. Cost $108.79 Unrealized
DTE DTE ENERGY 0.2%
Value ($000) $2,405 Shares 24,410 Est. Cost $46.25 Unrealized +28.2%
PVH PHILLIPS VAN HEUSEN CORP 0.2%
Value ($000) $2,223 Shares 24,630 Est. Cost $103.84 Unrealized 0.0%
HOLLYFRONTIER CORPORATION 0.2%
Value ($000) $2,200 Shares 67,150 Est. Cost $35.53 Unrealized
TUPPERWARE BRANDS CORP 0.2%
Value ($000) $2,172 Shares 41,280 Est. Cost $65.36 Unrealized
RAYTHEON CO 0.2%
Value ($000) $2,063 Shares 14,526 Est. Cost $86.79 Unrealized
JLL JONES LANG LASALLE INC 0.2%
Value ($000) $2,057 Shares 20,356 Est. Cost $120.87 Unrealized -18.3%
THO THOR INDUSTRIES 0.2%
Value ($000) $2,025 Shares 20,240 Est. Cost $75.21 Unrealized 0.0%
CMCSA COMCAST CLASS A 0.2%
Value ($000) $1,770 Shares 25,634 Est. Cost $23.25 Unrealized +15.3%
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.1%
Value ($000) $1,592 Shares 165,809 Est. Cost $9.70 Unrealized
WMT WALMART STORES INC 0.1%
Value ($000) $1,486 Shares 21,497 Est. Cost $19.79 Unrealized +0.6%
CSRA INC 0.1%
Value ($000) $1,444 Shares 45,350 Est. Cost $30.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,292 Shares 5,170 Est. Cost $155.93 Unrealized +25.6%
BAX BAXTER INTL INC 0.1%
Value ($000) $1,104 Shares 24,900 Est. Cost $39.74 Unrealized 0.0%
RR DONNELLEY & SONS CO 0.1%
Value ($000) $1,102 Shares 67,540 Est. Cost $16.32 Unrealized
SCRIPPS NETWORKS INTERACTIVE 0.1%
Value ($000) $1,038 Shares 14,550 Est. Cost $63.51 Unrealized
WAT WATERS CORPORATION 0.1%
Value ($000) $892 Shares 6,641 Est. Cost $142.72 Unrealized 0.0%
ADNT ADIENT PLC ORD SHS 0.1%
Value ($000) $873 Shares 14,898 Est. Cost $50.50 Unrealized 0.0%
LSC COMMUNICATIONS INC COM 0.1%
Value ($000) $752 Shares 25,326 Est. Cost $29.69 Unrealized
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $607 Shares 766 Est. Cost $37.93 Unrealized +4.6%
DFIN DONNELLEY FINL SOLUTIONS COM 0.1%
Value ($000) $559 Shares 24,304 Est. Cost $21.18 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $471 Shares 40,496 Est. Cost $7.90 Unrealized +6.1%
LEN/B LENNAR CORP B SHARES 0.0%
Value ($000) $455 Shares 13,186 Est. Cost $33.20 Unrealized -14.2%
ELV ANTHEM INC 0.0%
Value ($000) $369 Shares 2,570 Est. Cost $113.72 Unrealized +4.3%
SKYW SKYWEST INC 0.0%
Value ($000) $363 Shares 9,966 Est. Cost $27.77 Unrealized +20.6%
CUBI CUSTOMERS BANCORP 0.0%
Value ($000) $341 Shares 9,518 Est. Cost $23.89 Unrealized +23.7%
WFC WELLS FARGO & CO 0.0%
Value ($000) $334 Shares 6,060 Est. Cost $30.82 Unrealized +26.6%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $332 Shares 6,737 Est. Cost $36.83 Unrealized +28.2%
SINCLAIR BROADCAST GROUP INC 0.0%
Value ($000) $331 Shares 9,934 Est. Cost $30.68 Unrealized
GREAT WESTERN BANCORP 0.0%
Value ($000) $327 Shares 7,502 Est. Cost $33.32 Unrealized
NEENAH PAPER 0.0%
Value ($000) $320 Shares 3,756 Est. Cost $63.56 Unrealized
EBIX INC 0.0%
Value ($000) $316 Shares 5,535 Est. Cost $41.49 Unrealized
MKSI MKS INSTRUMENT INC 0.0%
Value ($000) $316 Shares 5,328 Est. Cost $43.66 Unrealized +14.8%
EGRX EAGLE PHARMACEUTICALS 0.0%
Value ($000) $311 Shares 3,917 Est. Cost $55.40 Unrealized +31.1%
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $311 Shares 19,655 Est. Cost $9.76 Unrealized +16.1%
EPR ENTERTAINMENT PROPERTIES TRUST 0.0%
Value ($000) $308 Shares 4,288 Est. Cost $66.63 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $299 Shares 5,295 Est. Cost $48.08 Unrealized +15.2%
EME EMCOR GROUP INC 0.0%
Value ($000) $273 Shares 3,861 Est. Cost $63.22 Unrealized 0.0%
DLX DELUXE CORP 0.0%
Value ($000) $266 Shares 3,720 Est. Cost $37.30 Unrealized +22.2%
SSD SIMPSON MANUFACTURING CO 0.0%
Value ($000) $261 Shares 5,970 Est. Cost $30.78 Unrealized +31.6%
ANWORTH MORTGAGE 0.0%
Value ($000) $251 Shares 48,569 Est. Cost $4.92 Unrealized
TRAVELPORT WORLDWIDE LIMITED 0.0%
Value ($000) $245 Shares 17,381 Est. Cost $15.02 Unrealized
HEALTHSOUTH CORPORATION 0.0%
Value ($000) $242 Shares 5,866 Est. Cost $40.57 Unrealized
FIX COMFORT SYSTEMS USA 0.0%
Value ($000) $240 Shares 7,196 Est. Cost $26.50 Unrealized +11.0%
AEO AMERICAN EAGLE OUTFITTERS INC. 0.0%
Value ($000) $229 Shares 15,113 Est. Cost $11.46 Unrealized +16.5%
AMAG PHARMACEUTICALS 0.0%
Value ($000) $224 Shares 6,437 Est. Cost $34.80 Unrealized
BROCADE COMMUNICATION 0.0%
Value ($000) $221 Shares 17,699 Est. Cost $11.19 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $219 Shares 2,775 Est. Cost $75.74 Unrealized -19.4%
THE PRICELINE GROUP INC 0.0%
Value ($000) $216 Shares 147 Est. Cost $1473.33 Unrealized
VECTREN CORP 0.0%
Value ($000) $212 Shares 4,070 Est. Cost $39.46 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $209 Shares 9,409 Est. Cost $18.82 Unrealized 0.0%
RF REGIONS FINANCIAL CORPORATION 0.0%
Value ($000) $168 Shares 11,730 Est. Cost $8.84 Unrealized 0.0%
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.0%
Value ($000) $95 Shares 10,082 Est. Cost $9.41 Unrealized -3.1%