AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 31, 2017

Total Value ($000): $862,683 (100.0% shares, 0.0% debt)

Holdings (171)

JPM JPMORGAN CHASE & CO 3.4%
Value ($000) $29,241 Shares 306,156 Est. Cost $39.01 Unrealized +88.8%
BAC BANK OF AMERICA CORP 2.9%
Value ($000) $24,711 Shares 975,186 Est. Cost $15.77 Unrealized +26.5%
C CITIGROUP INC COM 2.6%
Value ($000) $22,109 Shares 303,949 Est. Cost $51.91 Unrealized 0.0%
AAPL APPLE INC 2.5%
Value ($000) $21,829 Shares 141,638 Est. Cost $24.23 Unrealized +49.2%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $21,551 Shares 262,883 Est. Cost $49.81 Unrealized +9.1%
PFE PFIZER INC 2.2%
Value ($000) $18,868 Shares 528,518 Est. Cost $21.01 Unrealized +5.9%
CVX CHEVRON CORP 2.1%
Value ($000) $18,508 Shares 157,514 Est. Cost $70.07 Unrealized +8.8%
BA BOEING CO 2.1%
Value ($000) $17,760 Shares 69,864 Est. Cost $120.78 Unrealized +82.5%
AMGN AMGEN INC 1.9%
Value ($000) $16,159 Shares 86,669 Est. Cost $130.25 Unrealized +5.6%
URI UNITED RENTALS INC COM 1.8%
Value ($000) $15,924 Shares 114,777 Est. Cost $101.92 Unrealized +13.5%
SUNTRUST BANKS INC 1.8%
Value ($000) $15,803 Shares 264,391 Est. Cost $42.32 Unrealized
CSCO CISCO SYS INC COM 1.8%
Value ($000) $15,322 Shares 455,618 Est. Cost $20.11 Unrealized +22.9%
INTC INTEL CORP 1.7%
Value ($000) $14,985 Shares 393,507 Est. Cost $26.36 Unrealized +12.2%
DXC TECHNOLOGY CO 1.7%
Value ($000) $14,581 Shares 169,779 Est. Cost $78.06 Unrealized
AETNA INC 1.6%
Value ($000) $14,210 Shares 89,366 Est. Cost $68.71 Unrealized
BBY BEST BUY CO INC 1.6%
Value ($000) $14,174 Shares 248,841 Est. Cost $41.78 Unrealized +1.2%
HD HOME DEPOT INC 1.6%
Value ($000) $14,060 Shares 85,964 Est. Cost $83.43 Unrealized +50.0%
LNC LINCOLN NATIONAL CORP 1.5%
Value ($000) $13,365 Shares 181,891 Est. Cost $27.40 Unrealized +82.3%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $13,208 Shares 67,441 Est. Cost $140.76 Unrealized +20.0%
LEN LENNAR CORP 1.5%
Value ($000) $13,155 Shares 249,151 Est. Cost $36.64 Unrealized +24.5%
INGR INGREDION INC COM 1.5%
Value ($000) $13,080 Shares 108,423 Est. Cost $120.89 Unrealized +0.8%
T ATT INC COM 1.5%
Value ($000) $12,968 Shares 331,073 Est. Cost $11.42 Unrealized +36.7%
WYNDHAM WORLDWIDE CORP 1.5%
Value ($000) $12,948 Shares 122,839 Est. Cost $67.48 Unrealized
CELGENE CORP 1.5%
Value ($000) $12,917 Shares 88,580 Est. Cost $126.27 Unrealized
DOWDUPONT INC 1.5%
Value ($000) $12,890 Shares 186,187 Est. Cost $69.23 Unrealized
DAL DELTA AIRLINES 1.5%
Value ($000) $12,747 Shares 264,355 Est. Cost $23.00 Unrealized +96.9%
PCG PG&E CORP 1.5%
Value ($000) $12,690 Shares 186,365 Est. Cost $46.73 Unrealized +43.9%
VLO VALERO ENERGY CORP COM 1.4%
Value ($000) $12,453 Shares 161,880 Est. Cost $28.83 Unrealized +71.5%
CE CELANESE CORPORATION 1.4%
Value ($000) $12,452 Shares 119,425 Est. Cost $52.51 Unrealized +59.5%
STZ CONSTELLATION BRANDS INC CL A 1.4%
Value ($000) $12,261 Shares 61,475 Est. Cost $144.76 Unrealized +19.9%
ALLERGAN INC 1.4%
Value ($000) $12,155 Shares 59,309 Est. Cost $276.56 Unrealized
BUNGE LTD 1.4%
Value ($000) $11,907 Shares 171,421 Est. Cost $78.91 Unrealized
MO ALTRIA GROUP INC 1.4%
Value ($000) $11,723 Shares 184,847 Est. Cost $20.80 Unrealized +73.6%
LEA LEAR CORP 1.4%
Value ($000) $11,652 Shares 67,321 Est. Cost $120.72 Unrealized +6.2%
DE DEERE & CO 1.3%
Value ($000) $11,505 Shares 91,610 Est. Cost $94.37 Unrealized +15.0%
KEY KEYCORP 1.3%
Value ($000) $11,444 Shares 608,061 Est. Cost $8.62 Unrealized +44.6%
MCK MCKESSON CORP 1.3%
Value ($000) $11,339 Shares 73,817 Est. Cost $142.24 Unrealized +2.7%
CBRE CB RICHARD ELLIS GROUP INC 1.3%
Value ($000) $11,247 Shares 296,909 Est. Cost $34.97 Unrealized +5.2%
PNC PNC FINANCIAL SERVICES GROUP 1.3%
Value ($000) $11,188 Shares 83,015 Est. Cost $90.36 Unrealized +7.0%
MPC MARATHON PETROLEUM CORP 1.3%
Value ($000) $11,180 Shares 199,352 Est. Cost $37.82 Unrealized +9.3%
WDC WESTERN DIGITAL CORP 1.3%
Value ($000) $10,917 Shares 126,357 Est. Cost $51.41 Unrealized +16.6%
AXP AMERICAN EXPRESS 1.2%
Value ($000) $10,593 Shares 117,100 Est. Cost $56.32 Unrealized +36.1%
BROADCOM LIMITED 1.2%
Value ($000) $10,539 Shares 43,453 Est. Cost $154.56 Unrealized
DIS WALT DISNEY CO 1.1%
Value ($000) $9,728 Shares 98,687 Est. Cost $81.60 Unrealized +18.8%
PRU PRUDENTIAL FINANCIAL INC 1.1%
Value ($000) $9,443 Shares 88,815 Est. Cost $48.82 Unrealized +47.6%
EXC EXELON CORP 1.0%
Value ($000) $8,844 Shares 234,785 Est. Cost $18.08 Unrealized +10.6%
HIG HARTFORD FINL SVCS 1.0%
Value ($000) $8,599 Shares 155,139 Est. Cost $41.04 Unrealized +10.2%
PHM PULTE CORP 1.0%
Value ($000) $8,399 Shares 307,312 Est. Cost $16.89 Unrealized +36.3%
META FACEBOOK INC 1.0%
Value ($000) $8,389 Shares 49,096 Est. Cost $106.01 Unrealized +56.3%
MAS MASCO CORP 1.0%
Value ($000) $8,297 Shares 212,682 Est. Cost $24.54 Unrealized +35.0%
MAN MANPOWERGROUP INC 0.9%
Value ($000) $8,044 Shares 68,276 Est. Cost $79.59 Unrealized +40.6%
JCI JOHNSON CONTROLS PLC 0.9%
Value ($000) $7,833 Shares 194,408 Est. Cost $33.35 Unrealized +0.1%
AEP AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $7,581 Shares 107,928 Est. Cost $48.31 Unrealized +9.8%
AMAT APPLIED MATERIALS 0.9%
Value ($000) $7,407 Shares 142,204 Est. Cost $25.12 Unrealized +63.9%
MCD MCDONALDS CORP 0.8%
Value ($000) $6,656 Shares 42,479 Est. Cost $94.72 Unrealized +35.8%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $6,555 Shares 132,460 Est. Cost $27.74 Unrealized +8.9%
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $5,653 Shares 55,475 Est. Cost $65.54 Unrealized +31.7%
PPL PPL CORP 0.6%
Value ($000) $5,555 Shares 146,385 Est. Cost $19.49 Unrealized +36.1%
HAL HALLIBURTON CO 0.6%
Value ($000) $4,755 Shares 103,308 Est. Cost $33.61 Unrealized +5.4%
GAP GAP STORES 0.5%
Value ($000) $4,705 Shares 159,329 Est. Cost $17.48 Unrealized +5.0%
ALL ALLSTATE CORP 0.5%
Value ($000) $4,669 Shares 50,800 Est. Cost $64.52 Unrealized +16.5%
SYY SYSCO CORP 0.5%
Value ($000) $4,039 Shares 74,874 Est. Cost $42.64 Unrealized -1.9%
RJF RAYMOND JAMES FINANCIAL INC 0.4%
Value ($000) $3,803 Shares 45,101 Est. Cost $47.50 Unrealized 0.0%
SYMANTEC CORP COM 0.4%
Value ($000) $3,483 Shares 106,170 Est. Cost $28.25 Unrealized
LAM RESEARCH CORPORATION 0.3%
Value ($000) $2,874 Shares 15,534 Est. Cost $82.23 Unrealized
DKS DICK'S SPORTING GOODS INC 0.3%
Value ($000) $2,800 Shares 103,655 Est. Cost $38.26 Unrealized -35.4%
AGG ISHARES BARCLAYS AGGREGATE BON 0.3%
Value ($000) $2,551 Shares 23,275 Est. Cost $108.79 Unrealized
CNC CENTENE CORPORATION 0.3%
Value ($000) $2,372 Shares 24,513 Est. Cost $30.92 Unrealized +39.2%
CMI CUMMINS INC 0.3%
Value ($000) $2,291 Shares 13,635 Est. Cost $123.78 Unrealized +5.0%
TKR TIMKEN 0.3%
Value ($000) $2,255 Shares 46,440 Est. Cost $45.93 Unrealized +0.4%
TUPPERWARE BRANDS CORP 0.3%
Value ($000) $2,205 Shares 35,671 Est. Cost $64.64 Unrealized
ANDEAVOR 0.3%
Value ($000) $2,201 Shares 21,340 Est. Cost $103.14 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $2,187 Shares 11,739 Est. Cost $171.20 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD SH 0.3%
Value ($000) $2,182 Shares 18,410 Est. Cost $64.06 Unrealized +67.8%
GLPI GAMING AND LEISURE PROPERTIES 0.2%
Value ($000) $2,134 Shares 57,850 Est. Cost $34.46 Unrealized
MTD METTLER TOLEDO INTL INC 0.2%
Value ($000) $2,082 Shares 3,325 Est. Cost $547.85 Unrealized +9.6%
JLL JONES LANG LASALLE INC 0.2%
Value ($000) $1,990 Shares 16,115 Est. Cost $120.87 Unrealized +0.9%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $1,970 Shares 70,390 Est. Cost $12.11 Unrealized +60.6%
CRL CHARLES RIVER LABS INTL INC 0.2%
Value ($000) $1,967 Shares 18,210 Est. Cost $77.52 Unrealized +32.5%
DTE DTE ENERGY 0.2%
Value ($000) $1,929 Shares 17,970 Est. Cost $46.25 Unrealized +51.3%
BERRY PLASTICS GROUP INC 0.2%
Value ($000) $1,921 Shares 33,910 Est. Cost $43.85 Unrealized
NTAP NETAPP INC COM 0.2%
Value ($000) $1,891 Shares 43,220 Est. Cost $24.01 Unrealized +38.3%
ZION ZIONS BANC CORP 0.2%
Value ($000) $1,874 Shares 39,720 Est. Cost $28.41 Unrealized +56.6%
UNM UNUM CORP 0.2%
Value ($000) $1,870 Shares 36,570 Est. Cost $34.16 Unrealized +42.8%
FIRST DATA CORP 0.2%
Value ($000) $1,859 Shares 103,060 Est. Cost $15.50 Unrealized
PVH PHILLIPS VAN HEUSEN CORP 0.2%
Value ($000) $1,850 Shares 14,675 Est. Cost $101.43 Unrealized +18.7%
OHI OMEGA HEALTHCARE INVESTORS 0.2%
Value ($000) $1,835 Shares 57,510 Est. Cost $37.08 Unrealized
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $1,833 Shares 12,140 Est. Cost $137.48 Unrealized
ETR ENTERGY CORP 0.2%
Value ($000) $1,825 Shares 23,900 Est. Cost $25.63 Unrealized +10.2%
PFG PRINCIPAL FINL GROUP 0.2%
Value ($000) $1,807 Shares 28,080 Est. Cost $32.91 Unrealized +41.7%
ALK ALASKA AIR GROUP 0.2%
Value ($000) $1,801 Shares 23,618 Est. Cost $89.03 Unrealized -13.0%
HOLLYFRONTIER CORPORATION 0.2%
Value ($000) $1,746 Shares 48,540 Est. Cost $35.46 Unrealized
KSS KOHLS CORP 0.2%
Value ($000) $1,729 Shares 37,884 Est. Cost $41.00 Unrealized 0.0%
HOSPITALITY PROPERTIES TRUST 0.2%
Value ($000) $1,729 Shares 60,680 Est. Cost $27.06 Unrealized
JUNIPER NETWORKS INC 0.2%
Value ($000) $1,716 Shares 61,670 Est. Cost $24.14 Unrealized
THO THOR INDUSTRIES 0.2%
Value ($000) $1,667 Shares 13,243 Est. Cost $76.05 Unrealized +19.4%
MFA FINANCIAL INC 0.2%
Value ($000) $1,665 Shares 190,120 Est. Cost $7.48 Unrealized
STLD STEEL DYNAMICS 0.2%
Value ($000) $1,650 Shares 47,854 Est. Cost $20.03 Unrealized +47.2%
RES RPC INC COM 0.2%
Value ($000) $1,622 Shares 65,418 Est. Cost $18.11 Unrealized 0.0%
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.2%
Value ($000) $1,603 Shares 165,809 Est. Cost $9.70 Unrealized
PAG PENSKE AUTOMOTIVE GROUP, INC. 0.2%
Value ($000) $1,597 Shares 33,570 Est. Cost $51.11 Unrealized -15.5%
PTEN PATTERSON-UTI ENERGY INC 0.2%
Value ($000) $1,460 Shares 69,722 Est. Cost $18.42 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $887 Shares 4,754 Est. Cost $87.59 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $804 Shares 9,048 Est. Cost $46.96 Unrealized +14.3%
CENTURYLINK INC 0.1%
Value ($000) $497 Shares 26,310 Est. Cost $23.87 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $488 Shares 2,570 Est. Cost $113.72 Unrealized +49.9%
EXAS EXACT SCIENCES CORPORATION 0.1%
Value ($000) $471 Shares 9,986 Est. Cost $19.82 Unrealized +103.1%
MSFT MICROSOFT CORP 0.1%
Value ($000) $469 Shares 6,300 Est. Cost $58.12 Unrealized +14.7%
CSX CSX CORP 0.1%
Value ($000) $434 Shares 8,000 Est. Cost $13.50 Unrealized +13.5%
BLUEBIRD BIO INC 0.0%
Value ($000) $409 Shares 2,981 Est. Cost $112.07 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $385 Shares 1,835 Est. Cost $113.65 Unrealized +14.3%
FERRO CORP COM 0.0%
Value ($000) $367 Shares 16,474 Est. Cost $15.18 Unrealized
MKSI MKS INSTRUMENT INC 0.0%
Value ($000) $365 Shares 3,864 Est. Cost $48.95 Unrealized +56.3%
AES AES CORP 0.0%
Value ($000) $344 Shares 31,256 Est. Cost $7.90 Unrealized +4.1%
HEALTHSOUTH CORPORATION 0.0%
Value ($000) $331 Shares 7,152 Est. Cost $41.96 Unrealized
ILG INC COM 0.0%
Value ($000) $330 Shares 12,352 Est. Cost $20.97 Unrealized
ON ASSIGNMENT INC 0.0%
Value ($000) $330 Shares 6,144 Est. Cost $49.22 Unrealized
JNJ JOHNSON JOHNSON 0.0%
Value ($000) $324 Shares 2,495 Est. Cost $94.32 Unrealized +11.3%
TRAVELPORT WORLDWIDE LIMITED 0.0%
Value ($000) $323 Shares 20,581 Est. Cost $14.73 Unrealized
WNC WABASH NATIONAL CORP 0.0%
Value ($000) $323 Shares 14,136 Est. Cost $10.02 Unrealized +76.3%
LNTH LANTHEUS HOLDINGS INC 0.0%
Value ($000) $320 Shares 17,999 Est. Cost $17.58 Unrealized 0.0%
INVA INNOVIVA, INC 0.0%
Value ($000) $316 Shares 22,359 Est. Cost $12.00 Unrealized +10.2%
SUN HYDRAULICS CORP 0.0%
Value ($000) $312 Shares 5,779 Est. Cost $42.74 Unrealized
KBH KB HOME 0.0%
Value ($000) $311 Shares 12,891 Est. Cost $20.22 Unrealized 0.0%
SANDERSON ANDERSON FARMS INC 0.0%
Value ($000) $309 Shares 1,915 Est. Cost $104.03 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $308 Shares 13,628 Est. Cost $18.26 Unrealized +4.6%
MRK MERCK & CO INC 0.0%
Value ($000) $307 Shares 4,800 Est. Cost $46.06 Unrealized +1.4%
SKYW SKYWEST INC 0.0%
Value ($000) $306 Shares 6,979 Est. Cost $28.96 Unrealized +28.9%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $300 Shares 7,412 Est. Cost $31.06 Unrealized +11.4%
BLUCORA, INC 0.0%
Value ($000) $293 Shares 11,571 Est. Cost $21.17 Unrealized
AARONS INC 0.0%
Value ($000) $291 Shares 6,667 Est. Cost $29.77 Unrealized
TIME WARNER INC 0.0%
Value ($000) $287 Shares 2,800 Est. Cost $97.86 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $286 Shares 8,341 Est. Cost $23.53 Unrealized +4.9%
TPH TRI POINTE GROUP 0.0%
Value ($000) $285 Shares 20,629 Est. Cost $12.28 Unrealized +8.3%
WMT WALMART STORES INC 0.0%
Value ($000) $283 Shares 3,623 Est. Cost $20.06 Unrealized +14.2%
DLX DELUXE CORP 0.0%
Value ($000) $281 Shares 3,847 Est. Cost $40.92 Unrealized +17.2%
STATE NATIONAL COMPANIES, INC 0.0%
Value ($000) $281 Shares 13,402 Est. Cost $14.38 Unrealized
SUCAMPO PHARMACEUTICALS, INC 0.0%
Value ($000) $281 Shares 23,829 Est. Cost $11.07 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $279 Shares 4,025 Est. Cost $64.12 Unrealized 0.0%
CWH CAMPING WORLD HOLDINGS INC 0.0%
Value ($000) $275 Shares 6,751 Est. Cost $19.47 Unrealized +17.9%
OM ASSET MANAGEMENT PLC 0.0%
Value ($000) $275 Shares 18,411 Est. Cost $15.11 Unrealized
STERLING BANCORP 0.0%
Value ($000) $274 Shares 11,122 Est. Cost $24.64 Unrealized
MEI METHODE ELECTRS INC COM 0.0%
Value ($000) $274 Shares 6,462 Est. Cost $35.11 Unrealized -6.3%
AIRCASTLE LTD 0.0%
Value ($000) $271 Shares 12,160 Est. Cost $23.69 Unrealized
VECTREN CORP 0.0%
Value ($000) $268 Shares 4,070 Est. Cost $39.46 Unrealized
ANIXTER INTERNATIONAL INC 0.0%
Value ($000) $264 Shares 3,101 Est. Cost $85.13 Unrealized
BWA BORG WARNER INC 0.0%
Value ($000) $260 Shares 5,070 Est. Cost $31.78 Unrealized +12.8%
AGM FEDERAL AGRICULTURAL MORTGAGE 0.0%
Value ($000) $260 Shares 3,580 Est. Cost $50.87 Unrealized 0.0%
FBK FB FINANCIAL CORP 0.0%
Value ($000) $258 Shares 6,835 Est. Cost $31.54 Unrealized 0.0%
SCHNITZER STEEL INDUSTRIES INC 0.0%
Value ($000) $256 Shares 9,097 Est. Cost $20.64 Unrealized
THIRD POINT REINSURANCE LTD 0.0%
Value ($000) $255 Shares 16,358 Est. Cost $15.59 Unrealized
EL PASO ELECTRIC CO 0.0%
Value ($000) $255 Shares 4,613 Est. Cost $51.68 Unrealized
CAROLINA FINANCIAL CORP 0.0%
Value ($000) $254 Shares 7,074 Est. Cost $35.91 Unrealized
MPT MEDICAL PROPERTIES TRUST 0.0%
Value ($000) $253 Shares 19,266 Est. Cost $12.88 Unrealized
WASH WASHINGTON TR BANCORP COM 0.0%
Value ($000) $245 Shares 4,285 Est. Cost $33.33 Unrealized -1.1%
LAD LITHIA MOTORS INC 0.0%
Value ($000) $244 Shares 2,028 Est. Cost $104.64 Unrealized 0.0%
GENERAL ELEC CO 0.0%
Value ($000) $244 Shares 10,104 Est. Cost $29.37 Unrealized
ISTAR INC COM 0.0%
Value ($000) $243 Shares 20,583 Est. Cost $11.85 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $243 Shares 4,551 Est. Cost $50.72 Unrealized +15.4%
PFBC PREFERRED BANK 0.0%
Value ($000) $242 Shares 4,016 Est. Cost $54.31 Unrealized +1.5%
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $241 Shares 248 Est. Cost $37.93 Unrealized +24.1%
PLCE CHILDREN'S PLACE INC 0.0%
Value ($000) $241 Shares 2,036 Est. Cost $105.41 Unrealized +2.0%
STT STATE STREET CORP 0.0%
Value ($000) $234 Shares 2,446 Est. Cost $60.93 Unrealized +18.5%
HEARTLAND FINANCIAL USA INC 0.0%
Value ($000) $229 Shares 4,633 Est. Cost $49.86 Unrealized
SANM SANMINA CORP 0.0%
Value ($000) $227 Shares 6,119 Est. Cost $38.68 Unrealized -3.5%
SSD SIMPSON MANUFACTURING CO 0.0%
Value ($000) $225 Shares 4,580 Est. Cost $32.98 Unrealized +23.8%
USB US BANCORP (NEW) 0.0%
Value ($000) $220 Shares 4,100 Est. Cost $38.07 Unrealized -0.8%
FIX COMFORT SYSTEMS USA 0.0%
Value ($000) $219 Shares 6,142 Est. Cost $28.80 Unrealized +13.9%
CARRIZO OIL & GAS INC 0.0%
Value ($000) $211 Shares 12,321 Est. Cost $17.13 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $210 Shares 2,052 Est. Cost $89.54 Unrealized 0.0%
MXL MAXLINEAR INC 0.0%
Value ($000) $201 Shares 8,446 Est. Cost $25.64 Unrealized -6.2%