AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 9, 2018

Total Value ($000): $758,832 (100.0% shares, 0.0% debt)

Holdings (144)

JPM JPMORGAN CHASE & CO 4.0%
Value ($000) $30,372 Shares 269,157 Est. Cost $47.76 Unrealized +93.9%
BAC BANK OF AMERICA CORP 3.1%
Value ($000) $23,407 Shares 794,521 Est. Cost $16.88 Unrealized +50.9%
AAPL APPLE INC 3.1%
Value ($000) $23,168 Shares 102,633 Est. Cost $28.16 Unrealized +75.0%
PFE PFIZER INC 3.0%
Value ($000) $22,406 Shares 508,410 Est. Cost $21.84 Unrealized +26.6%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $21,089 Shares 248,048 Est. Cost $51.35 Unrealized +13.3%
C CITIGROUP INC 2.6%
Value ($000) $19,956 Shares 278,175 Est. Cost $52.34 Unrealized +4.6%
CSCO CISCO SYS INC COM 2.5%
Value ($000) $19,155 Shares 393,740 Est. Cost $22.25 Unrealized +62.0%
CVX CHEVRON CORP 2.3%
Value ($000) $17,280 Shares 141,314 Est. Cost $72.76 Unrealized +20.8%
HD HOME DEPOT INC 2.1%
Value ($000) $15,581 Shares 75,218 Est. Cost $96.89 Unrealized +73.3%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $15,390 Shares 57,847 Est. Cost $153.35 Unrealized +50.4%
INTC INTEL CORP 2.0%
Value ($000) $15,128 Shares 319,897 Est. Cost $27.46 Unrealized +51.2%
DOWDUPONT INC 1.9%
Value ($000) $14,714 Shares 228,795 Est. Cost $67.32 Unrealized
AETNA INC 1.9%
Value ($000) $14,575 Shares 71,849 Est. Cost $83.55 Unrealized
ALLERGAN INC 1.9%
Value ($000) $14,182 Shares 74,454 Est. Cost $257.85 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD SH 1.8%
Value ($000) $13,725 Shares 105,626 Est. Cost $106.47 Unrealized +3.3%
AMGN AMGEN INC 1.8%
Value ($000) $13,638 Shares 65,790 Est. Cost $130.25 Unrealized +20.8%
BA BOEING CO 1.8%
Value ($000) $13,562 Shares 36,466 Est. Cost $131.94 Unrealized +157.0%
BMY BRISTOL MYERS 1.8%
Value ($000) $13,480 Shares 217,134 Est. Cost $44.98 Unrealized 0.0%
DAL DELTA AIRLINES 1.8%
Value ($000) $13,415 Shares 231,975 Est. Cost $28.62 Unrealized +79.6%
VLO VALERO ENERGY CORP COM 1.7%
Value ($000) $12,926 Shares 113,632 Est. Cost $28.83 Unrealized +192.2%
MSFT MICROSOFT CORP 1.7%
Value ($000) $12,822 Shares 112,110 Est. Cost $98.41 Unrealized +2.4%
EXC EXELON CORP 1.7%
Value ($000) $12,791 Shares 292,968 Est. Cost $20.24 Unrealized +17.6%
BBY BEST BUY CO INC 1.7%
Value ($000) $12,724 Shares 160,330 Est. Cost $41.78 Unrealized +40.1%
MS MORGAN STANLEY 1.7%
Value ($000) $12,687 Shares 272,418 Est. Cost $39.70 Unrealized -1.9%
URI UNITED RENTALS INC COM 1.7%
Value ($000) $12,615 Shares 77,109 Est. Cost $101.92 Unrealized +47.9%
PVH PVH CORP 1.6%
Value ($000) $12,463 Shares 86,311 Est. Cost $125.36 Unrealized +16.7%
MPC MARATHON PETROLEUM CORP 1.5%
Value ($000) $11,412 Shares 142,699 Est. Cost $38.70 Unrealized +61.5%
DE DEERE & CO 1.5%
Value ($000) $11,327 Shares 75,347 Est. Cost $100.16 Unrealized +28.4%
DXC DXC TECHNOLOGY CO 1.5%
Value ($000) $11,289 Shares 120,710 Est. Cost $82.10 Unrealized +3.2%
MO ALTRIA GROUP INC 1.5%
Value ($000) $11,192 Shares 185,570 Est. Cost $23.54 Unrealized +42.6%
T ATT INC COM 1.5%
Value ($000) $11,023 Shares 328,267 Est. Cost $11.95 Unrealized +21.1%
LNC LINCOLN NATIONAL CORP 1.4%
Value ($000) $10,974 Shares 162,195 Est. Cost $29.68 Unrealized +60.3%
RJF RAYMOND JAMES FINANCIAL INC 1.4%
Value ($000) $10,935 Shares 118,790 Est. Cost $49.94 Unrealized +9.9%
PPL PPL CORP 1.4%
Value ($000) $10,628 Shares 363,219 Est. Cost $20.83 Unrealized +1.4%
CELGENE CORP 1.4%
Value ($000) $10,624 Shares 118,722 Est. Cost $114.09 Unrealized
CBRE CBRE GROUP INC CL A 1.4%
Value ($000) $10,424 Shares 236,369 Est. Cost $36.92 Unrealized +29.2%
PNC PNC FINANCIAL SERVICES GROUP 1.4%
Value ($000) $10,333 Shares 75,875 Est. Cost $92.82 Unrealized +18.0%
CE CELANESE CORPORATION 1.3%
Value ($000) $9,797 Shares 85,936 Est. Cost $52.51 Unrealized +89.6%
AVGO BROADCOM INC 1.3%
Value ($000) $9,706 Shares 39,338 Est. Cost $19.50 Unrealized -6.3%
SJM JM SMUCKER 1.2%
Value ($000) $9,463 Shares 92,219 Est. Cost $87.51 Unrealized -1.7%
PRU PRUDENTIAL FINANCIAL INC 1.2%
Value ($000) $9,330 Shares 92,082 Est. Cost $53.43 Unrealized +28.5%
COP CONOCOPHILLIPS 1.2%
Value ($000) $9,072 Shares 117,211 Est. Cost $52.46 Unrealized +7.4%
AXP AMERICAN EXPRESS 1.1%
Value ($000) $8,636 Shares 81,100 Est. Cost $56.32 Unrealized +67.1%
LEN LENNAR CORP 1.1%
Value ($000) $8,568 Shares 183,501 Est. Cost $36.64 Unrealized +26.1%
TGT TARGET CORP COM 1.0%
Value ($000) $7,539 Shares 85,468 Est. Cost $67.95 Unrealized 0.0%
HIG HARTFORD FINL SVCS 1.0%
Value ($000) $7,529 Shares 150,697 Est. Cost $41.41 Unrealized +5.2%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $7,413 Shares 138,845 Est. Cost $30.34 Unrealized +17.5%
LEA LEAR CORP 1.0%
Value ($000) $7,268 Shares 50,123 Est. Cost $120.72 Unrealized +21.8%
AEP AMERICAN ELECTRIC POWER INC. 1.0%
Value ($000) $7,212 Shares 101,755 Est. Cost $49.39 Unrealized +11.1%
TSN TYSON FOODS 0.8%
Value ($000) $6,317 Shares 106,117 Est. Cost $61.44 Unrealized -17.3%
CAT CATERPILLAR INC 0.8%
Value ($000) $6,286 Shares 41,221 Est. Cost $117.85 Unrealized +2.3%
WDC WESTERN DIGITAL CORP 0.8%
Value ($000) $6,113 Shares 104,417 Est. Cost $51.41 Unrealized -8.9%
CMI CUMMINS INC 0.8%
Value ($000) $5,898 Shares 40,377 Est. Cost $134.08 Unrealized -13.3%
PHM PULTE CORP 0.7%
Value ($000) $5,317 Shares 214,653 Est. Cost $16.89 Unrealized +54.5%
KSS KOHLS CORP 0.7%
Value ($000) $5,037 Shares 67,559 Est. Cost $44.53 Unrealized +69.9%
WYNDHAM DESTINATIONS INC 0.7%
Value ($000) $5,035 Shares 116,131 Est. Cost $63.29 Unrealized
WH WYNDHAM HOTELS & RESORTS COM 0.6%
Value ($000) $4,852 Shares 87,315 Est. Cost $60.97 Unrealized -6.1%
SYY SYSCO CORP 0.6%
Value ($000) $4,277 Shares 58,390 Est. Cost $44.00 Unrealized +34.7%
FIRST DATA CORP 0.6%
Value ($000) $4,242 Shares 173,340 Est. Cost $19.11 Unrealized
MU MICRON TECHNOLOGY 0.5%
Value ($000) $3,801 Shares 84,036 Est. Cost $52.10 Unrealized -5.5%
GAP GAP STORES 0.5%
Value ($000) $3,774 Shares 130,824 Est. Cost $18.56 Unrealized +24.3%
RHI ROBERT HALF INTL 0.5%
Value ($000) $3,629 Shares 51,565 Est. Cost $73.26 Unrealized 0.0%
ALL ALLSTATE CORP 0.5%
Value ($000) $3,508 Shares 35,540 Est. Cost $64.52 Unrealized +27.2%
LAM RESEARCH CORPORATION 0.4%
Value ($000) $3,169 Shares 20,892 Est. Cost $144.12 Unrealized
AGG ISHARES BARCLAYS AGGREGATE BON 0.3%
Value ($000) $2,456 Shares 23,275 Est. Cost $108.79 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,715 Shares 18,133 Est. Cost $59.75 Unrealized +15.8%
PERSPECTA INC COM 0.2%
Value ($000) $1,471 Shares 57,185 Est. Cost $20.55 Unrealized
JUCIX JANUS GLOBAL UNCONSTRAINED BON 0.2%
Value ($000) $1,464 Shares 165,809 Est. Cost $9.70 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $753 Shares 2,749 Est. Cost $120.02 Unrealized +96.2%
RAYTHEON CO 0.1%
Value ($000) $722 Shares 3,492 Est. Cost $88.95 Unrealized
LOXO ONCOLOGY INC 0.1%
Value ($000) $667 Shares 3,902 Est. Cost $170.94 Unrealized
TRAVELPORT WORLDWIDE LIMITED 0.1%
Value ($000) $657 Shares 38,937 Est. Cost $15.57 Unrealized
ASGN ASGN INCORPORATED 0.1%
Value ($000) $656 Shares 8,317 Est. Cost $82.80 Unrealized +4.3%
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $635 Shares 16,756 Est. Cost $19.50 Unrealized +74.9%
ENDO INTERNATIONAL PLC 0.1%
Value ($000) $635 Shares 37,738 Est. Cost $16.83 Unrealized
HORIZON PHARMA 0.1%
Value ($000) $621 Shares 31,708 Est. Cost $19.58 Unrealized
RENEWABLE ENERGY GROUP, INC 0.1%
Value ($000) $617 Shares 21,407 Est. Cost $13.85 Unrealized
COUPA SOFTWARE INC 0.1%
Value ($000) $611 Shares 7,726 Est. Cost $46.82 Unrealized
FIX COMFORT SYSTEMS USA 0.1%
Value ($000) $611 Shares 10,827 Est. Cost $34.90 Unrealized +46.9%
BLUCORA, INC 0.1%
Value ($000) $603 Shares 14,991 Est. Cost $23.38 Unrealized
INVA INNOVIVA, INC 0.1%
Value ($000) $590 Shares 38,737 Est. Cost $13.21 Unrealized +8.9%
VAC MARRIOTT VACATIONS WRL 0.1%
Value ($000) $587 Shares 5,251 Est. Cost $118.20 Unrealized 0.0%
AARONS INC 0.1%
Value ($000) $574 Shares 10,531 Est. Cost $37.49 Unrealized
NTB BANK OF NT BUTTERFIELD AND SON 0.1%
Value ($000) $573 Shares 11,043 Est. Cost $30.29 Unrealized +16.7%
ESNT ESSENT GROUP LTD 0.1%
Value ($000) $558 Shares 12,610 Est. Cost $33.83 Unrealized +8.5%
EME EMCOR GROUP INC 0.1%
Value ($000) $552 Shares 7,344 Est. Cost $69.35 Unrealized +8.1%
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $551 Shares 23,838 Est. Cost $19.21 Unrealized
ALTERYX INC 0.1%
Value ($000) $551 Shares 9,633 Est. Cost $38.13 Unrealized
MAGELLAN HEALTH INC 0.1%
Value ($000) $545 Shares 7,570 Est. Cost $93.07 Unrealized
MALLINCKRODT PLC 0.1%
Value ($000) $545 Shares 18,601 Est. Cost $29.30 Unrealized
SKYW SKYWEST INC 0.1%
Value ($000) $542 Shares 9,203 Est. Cost $35.51 Unrealized +66.7%
AMERICAN EQUITY INVESTMENT LIF 0.1%
Value ($000) $535 Shares 15,122 Est. Cost $31.21 Unrealized
DLX DELUXE CORP 0.1%
Value ($000) $533 Shares 9,368 Est. Cost $43.12 Unrealized -2.1%
CARRIZO OIL & GAS INC 0.1%
Value ($000) $531 Shares 21,053 Est. Cost $19.07 Unrealized
SWX SOUTHWEST GAS CORP COM 0.1%
Value ($000) $514 Shares 6,509 Est. Cost $71.78 Unrealized +10.1%
AIRCASTLE LTD 0.1%
Value ($000) $513 Shares 23,430 Est. Cost $22.36 Unrealized
PLCE CHILDREN'S PLACE INC 0.1%
Value ($000) $495 Shares 3,874 Est. Cost $127.76 Unrealized 0.0%
MEREDITH CORPORATION 0.1%
Value ($000) $489 Shares 9,573 Est. Cost $51.08 Unrealized
GIII G-III APPAREL GROUP LT COM 0.1%
Value ($000) $488 Shares 10,132 Est. Cost $45.30 Unrealized 0.0%
FERRO CORP COM 0.1%
Value ($000) $484 Shares 20,859 Est. Cost $17.34 Unrealized
COWEN INC 0.1%
Value ($000) $481 Shares 29,495 Est. Cost $16.31 Unrealized
CENTERSTATE BANK CORP 0.1%
Value ($000) $470 Shares 16,765 Est. Cost $29.42 Unrealized
HFF INC 0.1%
Value ($000) $470 Shares 11,074 Est. Cost $46.96 Unrealized
PUMP PROPETRO HOLDING CORP 0.1%
Value ($000) $470 Shares 28,526 Est. Cost $17.04 Unrealized -5.4%
ABG ASBURY AUTOMOTIVE GROUP INC 0.1%
Value ($000) $466 Shares 6,776 Est. Cost $72.05 Unrealized 0.0%
WNC WABASH NATIONAL CORP 0.1%
Value ($000) $465 Shares 25,480 Est. Cost $13.11 Unrealized +22.5%
MERITOR INC 0.1%
Value ($000) $464 Shares 23,958 Est. Cost $20.30 Unrealized
OFG ORIENTAL FINANCIAL GROUP INC 0.1%
Value ($000) $464 Shares 28,712 Est. Cost $16.19 Unrealized 0.0%
KBH KB HOME 0.1%
Value ($000) $463 Shares 19,361 Est. Cost $21.17 Unrealized +6.7%
TAILORED BRANDS INC 0.1%
Value ($000) $461 Shares 18,293 Est. Cost $25.43 Unrealized
ISTAR INC COM 0.1%
Value ($000) $457 Shares 40,897 Est. Cost $11.29 Unrealized
WASH WASHINGTON TR BANCORP COM 0.1%
Value ($000) $457 Shares 8,265 Est. Cost $34.91 Unrealized +9.9%
PFBC PREFERRED BANK 0.1%
Value ($000) $453 Shares 7,743 Est. Cost $58.40 Unrealized +7.3%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $451 Shares 30,729 Est. Cost $19.69 Unrealized -14.0%
VCYT VERACYTE INC 0.1%
Value ($000) $446 Shares 46,663 Est. Cost $11.03 Unrealized 0.0%
BRIGHTSPHERE INVESTMNT GROUP P 0.1%
Value ($000) $444 Shares 35,789 Est. Cost $14.82 Unrealized
VSH VISHAY INTERTECHNOLOGY COM 0.1%
Value ($000) $442 Shares 21,734 Est. Cost $18.45 Unrealized +9.9%
AGM FEDERAL AGRICULTURAL MORTGAGE 0.1%
Value ($000) $440 Shares 6,098 Est. Cost $56.27 Unrealized +16.3%
KEMET CORP 0.1%
Value ($000) $437 Shares 23,547 Est. Cost $18.46 Unrealized
SCHNITZER STEEL INDUSTRIES INC 0.1%
Value ($000) $436 Shares 16,113 Est. Cost $23.99 Unrealized
THIRD POINT REINSURANCE LTD 0.1%
Value ($000) $432 Shares 33,222 Est. Cost $14.49 Unrealized
TPH TRI POINTE GROUP 0.1%
Value ($000) $431 Shares 34,782 Est. Cost $13.31 Unrealized +11.2%
MEI METHODE ELECTRS INC COM 0.1%
Value ($000) $428 Shares 11,829 Est. Cost $34.22 Unrealized -4.3%
RYAM RAYONIER ADVANCED MATERIALS IN 0.1%
Value ($000) $416 Shares 22,551 Est. Cost $19.64 Unrealized 0.0%
SNX SYNNEX CORPORATION 0.1%
Value ($000) $398 Shares 4,699 Est. Cost $52.26 Unrealized -15.5%
MMM 3M CO COM 0.1%
Value ($000) $387 Shares 1,835 Est. Cost $113.65 Unrealized +16.3%
WK WORKIVA INC 0.0%
Value ($000) $373 Shares 9,446 Est. Cost $31.09 Unrealized 0.0%
EBIX INC 0.0%
Value ($000) $364 Shares 4,601 Est. Cost $75.97 Unrealized
CPS COOPER-STANDARD HOLDINGS INC 0.0%
Value ($000) $354 Shares 2,947 Est. Cost $131.63 Unrealized +1.8%
MCK MCKESSON CORP 0.0%
Value ($000) $354 Shares 2,670 Est. Cost $142.44 Unrealized -13.6%
JNJ JOHNSON JOHNSON 0.0%
Value ($000) $353 Shares 2,557 Est. Cost $94.65 Unrealized +14.1%
SMART GLOBAL HOLDINGS INC 0.0%
Value ($000) $353 Shares 12,274 Est. Cost $39.88 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $346 Shares 9,263 Est. Cost $22.53 Unrealized +23.6%
MBUU MALIBU BOATS, INC 0.0%
Value ($000) $341 Shares 6,234 Est. Cost $40.46 Unrealized +9.8%
IAC INTERACTIVECORP COM 0.0%
Value ($000) $320 Shares 1,475 Est. Cost $156.61 Unrealized
VECTREN CORP 0.0%
Value ($000) $291 Shares 4,070 Est. Cost $41.34 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $282 Shares 3,655 Est. Cost $55.97 Unrealized +16.0%
STT STATE STREET CORP 0.0%
Value ($000) $258 Shares 3,080 Est. Cost $64.34 Unrealized +7.7%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $249 Shares 6,430 Est. Cost $25.12 Unrealized +62.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $243 Shares 930 Est. Cost $194.57 Unrealized +13.2%
CSX CSX CORP 0.0%
Value ($000) $238 Shares 3,213 Est. Cost $21.58 Unrealized 0.0%
MKSI MKS INSTRUMENT INC 0.0%
Value ($000) $224 Shares 2,796 Est. Cost $55.01 Unrealized +56.5%
LYB LYONDELLBASELL 0.0%
Value ($000) $214 Shares 2,087 Est. Cost $68.70 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $202 Shares 5,427 Est. Cost $27.08 Unrealized 0.0%