AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 25, 2017

Total Value ($000): $838,087 (100.0% shares, 0.0% debt)

Holdings (168)

JPM JPMORGAN CHASE & CO 3.5%
Value ($000) $29,404 Shares 321,702 Est. Cost $39.01 Unrealized +75.7%
BAC BANK OF AMERICA CORP 3.0%
Value ($000) $24,747 Shares 1,020,065 Est. Cost $15.77 Unrealized +21.1%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $24,486 Shares 303,312 Est. Cost $49.81 Unrealized +11.4%
AAPL APPLE INC 2.5%
Value ($000) $20,623 Shares 143,193 Est. Cost $24.23 Unrealized +41.6%
PFE PFIZER INC 2.1%
Value ($000) $17,834 Shares 530,944 Est. Cost $21.01 Unrealized +2.8%
SUNTRUST BANKS INC 2.0%
Value ($000) $16,595 Shares 292,574 Est. Cost $42.32 Unrealized
CVX CHEVRON CORP 2.0%
Value ($000) $16,452 Shares 157,692 Est. Cost $70.07 Unrealized +4.5%
DAL DELTA AIRLINES 1.9%
Value ($000) $15,572 Shares 289,773 Est. Cost $23.00 Unrealized +92.7%
BA BOEING CO 1.8%
Value ($000) $15,060 Shares 76,155 Est. Cost $120.78 Unrealized +44.8%
GS GOLDMAN SACHS GROUP INC COM 1.8%
Value ($000) $14,870 Shares 67,013 Est. Cost $200.04 Unrealized -7.7%
CSCO CISCO SYS INC COM 1.7%
Value ($000) $14,339 Shares 458,111 Est. Cost $20.11 Unrealized +24.6%
LEN LENNAR CORP 1.6%
Value ($000) $13,722 Shares 257,346 Est. Cost $36.64 Unrealized +22.8%
AETNA INC 1.6%
Value ($000) $13,693 Shares 90,185 Est. Cost $68.71 Unrealized
INTC INTEL CORP 1.6%
Value ($000) $13,301 Shares 394,229 Est. Cost $26.36 Unrealized +12.2%
HD HOME DEPOT INC 1.6%
Value ($000) $13,294 Shares 86,664 Est. Cost $83.43 Unrealized +49.2%
HIG HARTFORD FINL SVCS 1.6%
Value ($000) $13,290 Shares 252,812 Est. Cost $41.04 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP 1.6%
Value ($000) $13,142 Shares 194,473 Est. Cost $27.40 Unrealized +70.1%
STZ CONSTELLATION BRANDS INC CL A 1.5%
Value ($000) $12,768 Shares 65,906 Est. Cost $144.76 Unrealized +7.6%
MO ALTRIA GROUP INC 1.5%
Value ($000) $12,722 Shares 170,837 Est. Cost $19.54 Unrealized +101.1%
T ATT INC COM 1.5%
Value ($000) $12,530 Shares 332,090 Est. Cost $11.42 Unrealized +39.5%
INGR INGREDION INC COM 1.5%
Value ($000) $12,437 Shares 104,328 Est. Cost $120.85 Unrealized -1.7%
PCG PG&E CORP 1.5%
Value ($000) $12,395 Shares 186,761 Est. Cost $46.73 Unrealized +40.3%
BUNGE LTD 1.5%
Value ($000) $12,329 Shares 165,268 Est. Cost $79.26 Unrealized
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $11,985 Shares 64,635 Est. Cost $139.54 Unrealized +9.4%
KEY KEYCORP 1.4%
Value ($000) $11,852 Shares 632,431 Est. Cost $8.62 Unrealized +43.8%
DOW CHEMICAL CO 1.4%
Value ($000) $11,846 Shares 187,820 Est. Cost $50.79 Unrealized
CE CELANESE CORPORATION 1.4%
Value ($000) $11,813 Shares 124,422 Est. Cost $52.51 Unrealized +43.9%
WYNDHAM WORLDWIDE CORP 1.4%
Value ($000) $11,795 Shares 117,466 Est. Cost $65.74 Unrealized
WDC WESTERN DIGITAL CORP 1.4%
Value ($000) $11,585 Shares 130,758 Est. Cost $51.41 Unrealized +16.1%
ALLERGAN INC 1.4%
Value ($000) $11,420 Shares 46,979 Est. Cost $295.36 Unrealized
DE DEERE & CO 1.4%
Value ($000) $11,335 Shares 91,713 Est. Cost $94.37 Unrealized +8.9%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $11,144 Shares 89,247 Est. Cost $90.36 Unrealized -0.0%
DXC TECHNOLOGY CO 1.3%
Value ($000) $11,130 Shares 145,069 Est. Cost $76.72 Unrealized
AMGN AMGEN INC 1.3%
Value ($000) $11,059 Shares 64,210 Est. Cost $127.72 Unrealized -1.9%
VLO VALERO ENERGY CORP COM 1.3%
Value ($000) $10,980 Shares 162,759 Est. Cost $28.83 Unrealized +59.7%
GENERAL ELEC CO 1.3%
Value ($000) $10,923 Shares 404,395 Est. Cost $29.37 Unrealized
CBRE CB RICHARD ELLIS GROUP INC 1.3%
Value ($000) $10,889 Shares 299,152 Est. Cost $34.97 Unrealized -0.5%
AXP AMERICAN EXPRESS 1.3%
Value ($000) $10,879 Shares 129,143 Est. Cost $56.32 Unrealized +24.8%
MPC MARATHON PETROLEUM CORP 1.3%
Value ($000) $10,539 Shares 201,393 Est. Cost $37.82 Unrealized +4.5%
CELGENE CORP 1.3%
Value ($000) $10,516 Shares 80,971 Est. Cost $124.43 Unrealized
PRU PRUDENTIAL FINANCIAL INC 1.2%
Value ($000) $10,329 Shares 95,516 Est. Cost $48.82 Unrealized +45.6%
MCK MCKESSON CORP 1.2%
Value ($000) $10,309 Shares 62,653 Est. Cost $141.57 Unrealized 0.0%
BROADCOM LIMITED 1.2%
Value ($000) $10,251 Shares 43,987 Est. Cost $154.56 Unrealized
DIS WALT DISNEY CO 1.2%
Value ($000) $10,218 Shares 96,172 Est. Cost $81.20 Unrealized +26.2%
EXC EXELON CORP 1.0%
Value ($000) $8,492 Shares 235,422 Est. Cost $18.08 Unrealized +4.3%
MAS MASCO CORP 1.0%
Value ($000) $8,481 Shares 221,962 Est. Cost $24.54 Unrealized +30.7%
JCI JOHNSON CONTROLS PLC 1.0%
Value ($000) $8,419 Shares 194,170 Est. Cost $33.35 Unrealized +3.0%
GM GENERAL MOTORS 1.0%
Value ($000) $8,374 Shares 239,745 Est. Cost $24.32 Unrealized +19.4%
FOOTLOCKER INC 1.0%
Value ($000) $8,333 Shares 169,085 Est. Cost $51.74 Unrealized
MAN MANPOWERGROUP INC 1.0%
Value ($000) $8,095 Shares 72,504 Est. Cost $79.59 Unrealized +29.7%
PHM PULTE CORP 0.9%
Value ($000) $7,568 Shares 308,522 Est. Cost $16.89 Unrealized +25.3%
META FACEBOOK INC 0.9%
Value ($000) $7,536 Shares 49,912 Est. Cost $106.01 Unrealized +39.3%
AEP AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $7,509 Shares 108,088 Est. Cost $48.31 Unrealized +6.2%
URI UNITED RENTALS INC COM 0.8%
Value ($000) $7,021 Shares 62,297 Est. Cost $90.30 Unrealized +19.7%
SYMANTEC CORP COM 0.8%
Value ($000) $6,839 Shares 242,095 Est. Cost $28.25 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $6,633 Shares 43,308 Est. Cost $94.72 Unrealized +24.5%
AMAT APPLIED MATERIALS 0.7%
Value ($000) $6,093 Shares 147,483 Est. Cost $25.12 Unrealized +53.7%
PPL PPL CORP 0.7%
Value ($000) $6,049 Shares 156,455 Est. Cost $19.49 Unrealized +34.8%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $5,990 Shares 134,114 Est. Cost $27.74 Unrealized +6.4%
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $5,704 Shares 59,448 Est. Cost $65.54 Unrealized +29.8%
ALL ALLSTATE CORP 0.5%
Value ($000) $4,493 Shares 50,800 Est. Cost $64.52 Unrealized +8.1%
HAL HALLIBURTON CO 0.5%
Value ($000) $4,427 Shares 103,658 Est. Cost $33.61 Unrealized +15.1%
DKS DICK'S SPORTING GOODS INC 0.5%
Value ($000) $4,290 Shares 107,716 Est. Cost $38.26 Unrealized -8.9%
SYY SYSCO CORP 0.5%
Value ($000) $3,803 Shares 75,568 Est. Cost $42.64 Unrealized 0.0%
GAP GAP STORES 0.4%
Value ($000) $3,530 Shares 160,540 Est. Cost $17.48 Unrealized +0.6%
TUPPERWARE BRANDS CORP 0.3%
Value ($000) $2,757 Shares 39,251 Est. Cost $64.64 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.3%
Value ($000) $2,623 Shares 24,010 Est. Cost $64.06 Unrealized +51.9%
LAM RESEARCH CORPORATION 0.3%
Value ($000) $2,580 Shares 18,239 Est. Cost $82.23 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $2,578 Shares 15,890 Est. Cost $123.78 Unrealized 0.0%
AGG ISHARES BARCLAYS AGGREGATE BON 0.3%
Value ($000) $2,549 Shares 23,275 Est. Cost $108.79 Unrealized
GLPI GAMING AND LEISURE PROPERTIES 0.3%
Value ($000) $2,531 Shares 67,180 Est. Cost $34.46 Unrealized
TKR TIMKEN 0.3%
Value ($000) $2,505 Shares 54,170 Est. Cost $45.93 Unrealized 0.0%
FIRST DATA CORP 0.3%
Value ($000) $2,458 Shares 135,050 Est. Cost $15.50 Unrealized
ALK ALASKA AIR GROUP 0.3%
Value ($000) $2,450 Shares 27,298 Est. Cost $89.03 Unrealized -7.0%
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $2,346 Shares 18,765 Est. Cost $120.87 Unrealized -6.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $2,316 Shares 18,040 Est. Cost $104.74 Unrealized +5.5%
BBY BEST BUY CO INC 0.3%
Value ($000) $2,288 Shares 39,916 Est. Cost $39.19 Unrealized 0.0%
CNC CENTENE CORPORATION 0.3%
Value ($000) $2,285 Shares 28,609 Est. Cost $30.92 Unrealized +22.1%
MTD METTLER TOLEDO INTL INC 0.3%
Value ($000) $2,284 Shares 3,880 Est. Cost $547.85 Unrealized 0.0%
DTE DTE ENERGY 0.3%
Value ($000) $2,270 Shares 21,460 Est. Cost $46.25 Unrealized +46.8%
TESORO CORP 0.3%
Value ($000) $2,252 Shares 24,060 Est. Cost $72.59 Unrealized
BERRY PLASTICS GROUP INC 0.3%
Value ($000) $2,240 Shares 39,290 Est. Cost $43.85 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.3%
Value ($000) $2,207 Shares 66,840 Est. Cost $37.08 Unrealized
LABORATORY CORP AMER HLDGS 0.3%
Value ($000) $2,180 Shares 14,140 Est. Cost $137.48 Unrealized
CRL CHARLES RIVER LABS INTL INC 0.3%
Value ($000) $2,136 Shares 21,120 Est. Cost $77.52 Unrealized +18.7%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.3%
Value ($000) $2,135 Shares 28,250 Est. Cost $48.00 Unrealized +30.0%
ETR ENTERGY CORP 0.3%
Value ($000) $2,130 Shares 27,750 Est. Cost $25.63 Unrealized +9.0%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $2,111 Shares 81,310 Est. Cost $12.11 Unrealized +48.8%
PFG PRINCIPAL FINL GROUP 0.3%
Value ($000) $2,111 Shares 32,950 Est. Cost $32.91 Unrealized +38.7%
HOSPITALITY PROPERTIES TRUST 0.2%
Value ($000) $2,075 Shares 71,180 Est. Cost $27.06 Unrealized
ZION ZIONS BANC CORP 0.2%
Value ($000) $2,069 Shares 47,110 Est. Cost $28.41 Unrealized +45.0%
UNM UNUM CORP 0.2%
Value ($000) $2,022 Shares 43,370 Est. Cost $34.16 Unrealized +34.6%
JUNIPER NETWORKS INC 0.2%
Value ($000) $2,020 Shares 72,450 Est. Cost $24.14 Unrealized
NTAP NETAPP INC COM 0.2%
Value ($000) $2,019 Shares 50,420 Est. Cost $24.01 Unrealized +32.8%
STLD STEEL DYNAMICS 0.2%
Value ($000) $2,004 Shares 55,974 Est. Cost $20.03 Unrealized +44.6%
PVH PHILLIPS VAN HEUSEN CORP 0.2%
Value ($000) $1,979 Shares 17,280 Est. Cost $101.43 Unrealized +1.0%
MFA FINANCIAL INC 0.2%
Value ($000) $1,820 Shares 216,970 Est. Cost $7.48 Unrealized
LEA LEAR CORP 0.2%
Value ($000) $1,718 Shares 12,095 Est. Cost $86.43 Unrealized +38.3%
HESS CORP 0.2%
Value ($000) $1,672 Shares 38,103 Est. Cost $53.62 Unrealized
PAG PENSKE AUTOMOTIVE GROUP, INC. 0.2%
Value ($000) $1,666 Shares 37,950 Est. Cost $51.11 Unrealized -13.8%
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.2%
Value ($000) $1,598 Shares 165,809 Est. Cost $9.70 Unrealized
HOLLYFRONTIER CORPORATION 0.2%
Value ($000) $1,557 Shares 56,680 Est. Cost $35.46 Unrealized
THO THOR INDUSTRIES 0.2%
Value ($000) $1,557 Shares 14,893 Est. Cost $76.05 Unrealized +6.9%
LAREDO PETROLEUM, INC 0.1%
Value ($000) $1,143 Shares 108,603 Est. Cost $14.60 Unrealized
RAYTHEON CO 0.1%
Value ($000) $905 Shares 5,604 Est. Cost $87.59 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $732 Shares 30,660 Est. Cost $23.87 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $658 Shares 9,068 Est. Cost $46.96 Unrealized 0.0%
ELV ANTHEM INC 0.1%
Value ($000) $483 Shares 2,570 Est. Cost $113.72 Unrealized +41.0%
CSX CSX CORP 0.1%
Value ($000) $436 Shares 8,000 Est. Cost $13.50 Unrealized +12.8%
MSFT MICROSOFT CORP 0.1%
Value ($000) $420 Shares 6,100 Est. Cost $57.84 Unrealized +7.7%
EXAS EXACT SCIENCES CORPORATION 0.0%
Value ($000) $396 Shares 11,209 Est. Cost $19.82 Unrealized +55.8%
MMM 3M CO COM 0.0%
Value ($000) $382 Shares 1,835 Est. Cost $113.65 Unrealized +9.7%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $362 Shares 389 Est. Cost $37.93 Unrealized +22.4%
AES AES CORP 0.0%
Value ($000) $347 Shares 31,256 Est. Cost $7.90 Unrealized +6.0%
ILG INC COM 0.0%
Value ($000) $340 Shares 12,352 Est. Cost $20.97 Unrealized
ON ASSIGNMENT INC 0.0%
Value ($000) $333 Shares 6,144 Est. Cost $49.22 Unrealized
STATE NATIONAL COMPANIES, INC 0.0%
Value ($000) $327 Shares 17,773 Est. Cost $14.38 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $308 Shares 4,800 Est. Cost $46.06 Unrealized +1.0%
HEALTHSOUTH CORPORATION 0.0%
Value ($000) $306 Shares 6,325 Est. Cost $41.39 Unrealized
JNJ JOHNSON JOHNSON 0.0%
Value ($000) $304 Shares 2,295 Est. Cost $93.39 Unrealized +7.5%
FERRO CORP COM 0.0%
Value ($000) $301 Shares 16,474 Est. Cost $15.18 Unrealized
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $301 Shares 13,676 Est. Cost $9.76 Unrealized +81.1%
OLN OLIN CORP 0.0%
Value ($000) $299 Shares 9,891 Est. Cost $23.53 Unrealized +2.4%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $285 Shares 4,551 Est. Cost $50.72 Unrealized +27.6%
TRAVELPORT WORLDWIDE LIMITED 0.0%
Value ($000) $283 Shares 20,581 Est. Cost $14.73 Unrealized
TIME WARNER INC 0.0%
Value ($000) $281 Shares 2,800 Est. Cost $97.86 Unrealized
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $277 Shares 7,454 Est. Cost $31.06 Unrealized +5.8%
OM ASSET MANAGEMENT PLC 0.0%
Value ($000) $274 Shares 18,411 Est. Cost $15.11 Unrealized
GREAT WESTERN BANCORP 0.0%
Value ($000) $273 Shares 6,688 Est. Cost $35.80 Unrealized
TPH TRI POINTE GROUP 0.0%
Value ($000) $272 Shares 20,629 Est. Cost $12.28 Unrealized +1.6%
DLX DELUXE CORP 0.0%
Value ($000) $266 Shares 3,847 Est. Cost $40.92 Unrealized +16.7%
MEI METHODE ELECTRS INC COM 0.0%
Value ($000) $266 Shares 6,462 Est. Cost $35.11 Unrealized -1.7%
RITM NEW RESIDENTIAL INVESTMENT COR 0.0%
Value ($000) $265 Shares 17,003 Est. Cost $16.96 Unrealized
MKSI MKS INSTRUMENT INC 0.0%
Value ($000) $260 Shares 3,864 Est. Cost $48.95 Unrealized +44.5%
AARONS INC 0.0%
Value ($000) $259 Shares 6,667 Est. Cost $29.77 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $259 Shares 11,918 Est. Cost $18.14 Unrealized -2.8%
WMT WALMART STORES INC 0.0%
Value ($000) $251 Shares 3,311 Est. Cost $19.79 Unrealized +11.3%
MPT MEDICAL PROPERTIES TRUST 0.0%
Value ($000) $248 Shares 19,266 Est. Cost $12.88 Unrealized
ISTAR INC COM 0.0%
Value ($000) $248 Shares 20,583 Est. Cost $11.85 Unrealized
SUN HYDRAULICS CORP 0.0%
Value ($000) $247 Shares 5,779 Est. Cost $42.74 Unrealized
BLUEBIRD BIO INC 0.0%
Value ($000) $246 Shares 2,339 Est. Cost $105.17 Unrealized
BLUCORA, INC 0.0%
Value ($000) $245 Shares 11,571 Est. Cost $21.17 Unrealized
SKYW SKYWEST INC 0.0%
Value ($000) $245 Shares 6,979 Est. Cost $28.96 Unrealized +21.2%
INVA INNOVIVA, INC 0.0%
Value ($000) $241 Shares 18,826 Est. Cost $11.77 Unrealized +6.6%
EL PASO ELECTRIC CO 0.0%
Value ($000) $240 Shares 4,644 Est. Cost $51.68 Unrealized
AIRCASTLE LTD 0.0%
Value ($000) $240 Shares 11,015 Est. Cost $23.84 Unrealized
VECTREN CORP 0.0%
Value ($000) $238 Shares 4,070 Est. Cost $39.46 Unrealized
MXL MAXLINEAR INC 0.0%
Value ($000) $236 Shares 8,446 Est. Cost $25.64 Unrealized +13.6%
SANM SANMINA CORP 0.0%
Value ($000) $236 Shares 6,196 Est. Cost $38.68 Unrealized -1.8%
BANK OF THE OZARKS INC 0.0%
Value ($000) $234 Shares 5,003 Est. Cost $51.96 Unrealized
SUCAMPO PHARMACEUTICALS, INC 0.0%
Value ($000) $233 Shares 22,199 Est. Cost $11.01 Unrealized
SCHNITZER STEEL INDUSTRIES INC 0.0%
Value ($000) $229 Shares 9,097 Est. Cost $20.64 Unrealized
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $228 Shares 3,665 Est. Cost $48.27 Unrealized +8.4%
ENVA ENOVA INTERNATIONAL, INC 0.0%
Value ($000) $227 Shares 15,279 Est. Cost $14.12 Unrealized +0.2%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $223 Shares 2,840 Est. Cost $62.10 Unrealized +23.2%
SANDERSON ANDERSON FARMS INC 0.0%
Value ($000) $221 Shares 1,915 Est. Cost $104.03 Unrealized
WASH WASHINGTON TR BANCORP COM 0.0%
Value ($000) $221 Shares 4,285 Est. Cost $33.33 Unrealized -5.9%
STT STATE STREET CORP 0.0%
Value ($000) $219 Shares 2,446 Est. Cost $60.93 Unrealized +5.4%
HEARTLAND FINANCIAL USA INC 0.0%
Value ($000) $218 Shares 4,633 Est. Cost $49.86 Unrealized
FINISAR CORPORATION 0.0%
Value ($000) $218 Shares 8,374 Est. Cost $27.31 Unrealized
BWA BORG WARNER INC 0.0%
Value ($000) $215 Shares 5,070 Est. Cost $31.78 Unrealized -0.2%
PFBC PREFERRED BANK 0.0%
Value ($000) $215 Shares 4,016 Est. Cost $54.31 Unrealized -5.1%
USB US BANCORP (NEW) 0.0%
Value ($000) $213 Shares 4,100 Est. Cost $38.07 Unrealized -2.9%
FIX COMFORT SYSTEMS USA 0.0%
Value ($000) $209 Shares 5,622 Est. Cost $28.43 Unrealized +18.4%
CWH CAMPING WORLD HOLDINGS INC 0.0%
Value ($000) $208 Shares 6,751 Est. Cost $19.47 Unrealized 0.0%
PLCE CHILDREN'S PLACE INC 0.0%
Value ($000) $208 Shares 2,036 Est. Cost $105.41 Unrealized +4.1%
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $205 Shares 9,084 Est. Cost $20.20 Unrealized -7.4%
SSD SIMPSON MANUFACTURING CO 0.0%
Value ($000) $200 Shares 4,580 Est. Cost $32.98 Unrealized +15.9%