AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 7, 2019

Total Value ($000): $487,848 (100.0% shares, 0.0% debt)

Holdings (139)

JPM JPMORGAN CHASE & CO 3.4%
Value ($000) $16,823 Shares 166,189 Est. Cost $47.76 Unrealized +78.7%
AAPL APPLE INC 3.4%
Value ($000) $16,634 Shares 87,568 Est. Cost $28.97 Unrealized +39.6%
PFE PFIZER INC 2.9%
Value ($000) $14,280 Shares 336,242 Est. Cost $21.84 Unrealized +33.9%
MSFT MICROSOFT CORP 2.9%
Value ($000) $14,234 Shares 120,689 Est. Cost $99.52 Unrealized +2.8%
BAC BANK OF AMERICA CORP 2.9%
Value ($000) $13,997 Shares 507,310 Est. Cost $16.88 Unrealized +41.6%
CSCO CISCO SYSTEMS INC 2.5%
Value ($000) $12,371 Shares 229,140 Est. Cost $22.25 Unrealized +77.6%
T ATT INC 2.5%
Value ($000) $12,342 Shares 393,556 Est. Cost $12.78 Unrealized +10.8%
INTC INTEL CORP 2.5%
Value ($000) $12,118 Shares 225,656 Est. Cost $27.46 Unrealized +59.6%
VZ VERIZON COMMUNICATIONS 2.5%
Value ($000) $11,954 Shares 202,173 Est. Cost $34.87 Unrealized +11.7%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $11,440 Shares 141,584 Est. Cost $51.35 Unrealized +8.0%
C CITIGROUP INC 2.2%
Value ($000) $10,597 Shares 170,311 Est. Cost $52.34 Unrealized -6.8%
CVX CHEVRON CORP 2.2%
Value ($000) $10,557 Shares 85,700 Est. Cost $72.76 Unrealized +20.2%
UNH UNITEDHEALTH GROUP INC 2.2%
Value ($000) $10,498 Shares 42,458 Est. Cost $153.35 Unrealized +48.4%
HD HOME DEPOT INC 2.0%
Value ($000) $9,691 Shares 50,502 Est. Cost $96.89 Unrealized +59.7%
BA BOEING CO 1.8%
Value ($000) $8,910 Shares 23,359 Est. Cost $131.94 Unrealized +184.4%
EXC EXELON CORP 1.8%
Value ($000) $8,873 Shares 177,003 Est. Cost $20.24 Unrealized +32.1%
AVGO BROADCOM INC 1.8%
Value ($000) $8,586 Shares 28,554 Est. Cost $19.50 Unrealized +15.3%
CVS CVS HEALTH CORP 1.8%
Value ($000) $8,584 Shares 159,169 Est. Cost $59.39 Unrealized -16.7%
PVH PVH CORP 1.7%
Value ($000) $8,441 Shares 69,213 Est. Cost $124.94 Unrealized -13.2%
DOWDUPONT INC 1.7%
Value ($000) $8,377 Shares 157,145 Est. Cost $67.32 Unrealized
BBY BEST BUY CO INC 1.7%
Value ($000) $8,334 Shares 117,287 Est. Cost $41.78 Unrealized +14.2%
ALLERGAN INC 1.7%
Value ($000) $8,250 Shares 56,346 Est. Cost $257.85 Unrealized
CBRE CBRE GROUP INC CL A 1.6%
Value ($000) $8,036 Shares 162,517 Est. Cost $36.92 Unrealized +27.2%
DAL DELTA AIRLINES INC 1.6%
Value ($000) $7,775 Shares 150,525 Est. Cost $28.62 Unrealized +63.4%
MO ALTRIA GROUP INC 1.6%
Value ($000) $7,691 Shares 133,920 Est. Cost $23.54 Unrealized +26.3%
MS MORGAN STANLEY 1.6%
Value ($000) $7,570 Shares 179,384 Est. Cost $39.70 Unrealized -14.3%
AMGN AMGEN INC 1.6%
Value ($000) $7,564 Shares 39,815 Est. Cost $130.25 Unrealized +18.7%
BMY BRISTOL MYERS 1.5%
Value ($000) $7,460 Shares 156,357 Est. Cost $44.98 Unrealized -14.8%
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $7,330 Shares 89,735 Est. Cost $76.57 Unrealized -5.7%
PPL PPL CORP 1.5%
Value ($000) $7,187 Shares 226,425 Est. Cost $20.83 Unrealized +10.9%
SJM JM SMUCKER 1.4%
Value ($000) $7,033 Shares 60,373 Est. Cost $87.51 Unrealized -4.4%
PCAR PACCAR INC 1.4%
Value ($000) $7,002 Shares 102,752 Est. Cost $33.75 Unrealized 0.0%
VLO VALERO ENERGY CORP 1.4%
Value ($000) $6,626 Shares 78,107 Est. Cost $28.83 Unrealized +116.5%
RCL ROYAL CARIBBEAN CRUISES 1.3%
Value ($000) $6,579 Shares 57,402 Est. Cost $106.47 Unrealized +1.6%
DXC DXC TECHNOLOGY CO 1.3%
Value ($000) $6,138 Shares 95,438 Est. Cost $82.10 Unrealized -25.1%
CE CELANESE CORP 1.2%
Value ($000) $6,010 Shares 60,945 Est. Cost $52.51 Unrealized +64.2%
URI UNITED RENTALS INC 1.2%
Value ($000) $5,999 Shares 52,511 Est. Cost $101.92 Unrealized +17.4%
MPC MARATHON PETROLEUM CORP 1.2%
Value ($000) $5,908 Shares 98,721 Est. Cost $38.70 Unrealized +30.3%
CMCSA COMCAST CLASS A 1.2%
Value ($000) $5,819 Shares 145,540 Est. Cost $30.49 Unrealized +3.4%
PNC PNC FINANCIAL SERVICES 1.1%
Value ($000) $5,565 Shares 45,370 Est. Cost $92.82 Unrealized +4.3%
TGT TARGET CORP COM 1.0%
Value ($000) $5,095 Shares 63,481 Est. Cost $67.85 Unrealized -10.6%
PRU PRUDENTIAL FINANCIAL IN 1.0%
Value ($000) $5,029 Shares 54,734 Est. Cost $53.43 Unrealized +22.6%
TSN TYSON FOODS 1.0%
Value ($000) $5,021 Shares 72,322 Est. Cost $61.26 Unrealized -16.8%
AXP AMERICAN EXPRESS 1.0%
Value ($000) $4,974 Shares 45,508 Est. Cost $56.32 Unrealized +70.2%
AEP AMERICAN ELECTRIC POWER 1.0%
Value ($000) $4,896 Shares 58,455 Est. Cost $49.39 Unrealized +26.4%
GOOGL ALPHABET INC CLASS A 1.0%
Value ($000) $4,882 Shares 4,148 Est. Cost $56.03 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP 1.0%
Value ($000) $4,738 Shares 80,720 Est. Cost $29.68 Unrealized +45.5%
HIG HARTFORD FINL SVCS 1.0%
Value ($000) $4,707 Shares 94,677 Est. Cost $41.41 Unrealized -1.5%
CAT CATERPILLAR INC 0.9%
Value ($000) $4,381 Shares 32,338 Est. Cost $117.53 Unrealized -2.5%
HOSPITALITY PROPERTIES 0.8%
Value ($000) $4,127 Shares 156,874 Est. Cost $23.88 Unrealized
CELGENE CORP 0.8%
Value ($000) $3,855 Shares 40,861 Est. Cost $114.09 Unrealized
RHI ROBERT HALF INTL 0.7%
Value ($000) $3,595 Shares 55,167 Est. Cost $69.73 Unrealized -9.0%
KSS KOHLS CORP 0.7%
Value ($000) $3,343 Shares 48,614 Est. Cost $44.53 Unrealized +52.3%
RL RALPH LAUREN CORP 0.7%
Value ($000) $3,328 Shares 25,661 Est. Cost $102.51 Unrealized +1.5%
CMI CUMMINS INC 0.7%
Value ($000) $3,322 Shares 21,043 Est. Cost $134.08 Unrealized -6.2%
PHM PULTE CORP 0.6%
Value ($000) $3,054 Shares 109,238 Est. Cost $17.06 Unrealized +48.3%
FIRST DATA CORP 0.6%
Value ($000) $3,034 Shares 115,506 Est. Cost $19.11 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $2,592 Shares 38,843 Est. Cost $52.46 Unrealized +1.0%
LEN LENNAR CORP 0.5%
Value ($000) $2,557 Shares 52,088 Est. Cost $36.64 Unrealized +13.5%
AGG ISHARES BARCLAYS AGGREG 0.5%
Value ($000) $2,539 Shares 23,275 Est. Cost $108.79 Unrealized
ALL ALLSTATE CORP 0.5%
Value ($000) $2,501 Shares 26,560 Est. Cost $64.52 Unrealized +19.2%
WYNDHAM DESTINATIONS IN 0.5%
Value ($000) $2,306 Shares 56,949 Est. Cost $63.29 Unrealized
JBL JABIL CIRCUIT INC 0.3%
Value ($000) $1,651 Shares 62,089 Est. Cost $25.73 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $1,456 Shares 18,069 Est. Cost $59.76 Unrealized +2.1%
PERSPECTA INC COM 0.3%
Value ($000) $1,238 Shares 61,243 Est. Cost $19.99 Unrealized
VCYT VERACYTE INC 0.2%
Value ($000) $913 Shares 36,501 Est. Cost $11.08 Unrealized +72.3%
ELV ANTHEM INC 0.2%
Value ($000) $744 Shares 2,594 Est. Cost $120.02 Unrealized +119.7%
HORIZON PHARMA 0.1%
Value ($000) $707 Shares 26,752 Est. Cost $19.58 Unrealized
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $687 Shares 13,424 Est. Cost $19.50 Unrealized +119.8%
ALTERYX INC 0.1%
Value ($000) $672 Shares 8,014 Est. Cost $38.13 Unrealized
RAYTHEON CO 0.1%
Value ($000) $636 Shares 3,492 Est. Cost $88.95 Unrealized
DIN DINE BRANDS GLOBAL 0.1%
Value ($000) $559 Shares 6,120 Est. Cost $62.44 Unrealized +3.6%
MEREDITH CORPORATION 0.1%
Value ($000) $548 Shares 9,916 Est. Cost $51.15 Unrealized
COUPA SOFTWARE INC 0.1%
Value ($000) $521 Shares 5,727 Est. Cost $46.82 Unrealized
FIX COMFORT SYSTEMS USA 0.1%
Value ($000) $521 Shares 9,950 Est. Cost $34.90 Unrealized +37.1%
VAC MARRIOTT VACATIONS WRL 0.1%
Value ($000) $498 Shares 5,324 Est. Cost $114.62 Unrealized -21.6%
SWX SOUTHWEST GAS CORP COM 0.1%
Value ($000) $493 Shares 5,989 Est. Cost $71.78 Unrealized +11.4%
ASGN ASGN INCORPORATED 0.1%
Value ($000) $493 Shares 7,766 Est. Cost $82.80 Unrealized -24.5%
OFG ORIENTAL FINANCIAL GROU 0.1%
Value ($000) $490 Shares 24,779 Est. Cost $16.19 Unrealized +19.6%
WK WORKIVA INC 0.1%
Value ($000) $490 Shares 9,657 Est. Cost $31.44 Unrealized +39.9%
EME EMCOR GROUP INC 0.1%
Value ($000) $488 Shares 6,674 Est. Cost $68.85 Unrealized -4.0%
ESNT ESSENT GROUP LTD 0.1%
Value ($000) $485 Shares 11,156 Est. Cost $33.83 Unrealized +8.9%
HFF INC 0.1%
Value ($000) $479 Shares 10,024 Est. Cost $46.96 Unrealized
INVA INNOVIVA, INC 0.1%
Value ($000) $476 Shares 33,930 Est. Cost $13.21 Unrealized +22.6%
SKYW SKYWEST INC 0.1%
Value ($000) $462 Shares 8,518 Est. Cost $35.51 Unrealized +44.5%
BLUCORA, INC 0.1%
Value ($000) $456 Shares 13,654 Est. Cost $23.38 Unrealized
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $455 Shares 8,875 Est. Cost $52.17 Unrealized 0.0%
MERITOR INC 0.1%
Value ($000) $452 Shares 22,210 Est. Cost $20.30 Unrealized
IBERIABANK CORP 0.1%
Value ($000) $441 Shares 6,150 Est. Cost $71.71 Unrealized
KFRC KFORCE INC 0.1%
Value ($000) $437 Shares 12,433 Est. Cost $34.68 Unrealized 0.0%
FRPT FRESHPET INC COM 0.1%
Value ($000) $435 Shares 10,289 Est. Cost $34.80 Unrealized +10.6%
AIRCASTLE LTD 0.1%
Value ($000) $435 Shares 21,487 Est. Cost $22.15 Unrealized
EVERBRIDGE INC 0.1%
Value ($000) $434 Shares 5,789 Est. Cost $56.81 Unrealized
OTTR OTTER TAIL CORP 0.1%
Value ($000) $431 Shares 8,642 Est. Cost $39.10 Unrealized +3.6%
PUMP PROPETRO HOLDING CORP 0.1%
Value ($000) $431 Shares 19,106 Est. Cost $17.04 Unrealized +5.0%
SBRA SABRA HEALTH CARE REIT 0.1%
Value ($000) $430 Shares 22,074 Est. Cost $19.26 Unrealized
RHP RYMAN HOSPITALITY PPTY 0.1%
Value ($000) $423 Shares 5,139 Est. Cost $82.31 Unrealized
AARONS INC 0.1%
Value ($000) $423 Shares 8,044 Est. Cost $37.49 Unrealized
RENEWABLE ENERGY GROUP, 0.1%
Value ($000) $416 Shares 18,921 Est. Cost $13.85 Unrealized
GENOMIC HEALTH INC 0.1%
Value ($000) $411 Shares 5,868 Est. Cost $70.04 Unrealized
THC TENET HEALTHCARE 0.1%
Value ($000) $410 Shares 14,217 Est. Cost $24.69 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY 0.1%
Value ($000) $409 Shares 19,595 Est. Cost $20.87 Unrealized
ABG ASBURY AUTOMOTIVE GROUP 0.1%
Value ($000) $407 Shares 5,863 Est. Cost $72.05 Unrealized -3.3%
MALLINCKRODT PLC 0.1%
Value ($000) $405 Shares 18,651 Est. Cost $27.84 Unrealized
AGM FEDERAL AGRICULTURAL MO 0.1%
Value ($000) $401 Shares 5,542 Est. Cost $56.41 Unrealized +1.6%
COWEN INC 0.1%
Value ($000) $390 Shares 26,923 Est. Cost $16.31 Unrealized
MDC HOLDINGS INC 0.1%
Value ($000) $387 Shares 13,321 Est. Cost $28.12 Unrealized
GIII G-III APPAREL GROUP LT 0.1%
Value ($000) $387 Shares 9,677 Est. Cost $44.68 Unrealized -22.5%
MTG MGIC INVESTMENT CORP 0.1%
Value ($000) $386 Shares 29,283 Est. Cost $12.46 Unrealized 0.0%
HCC WARRIOR MET COAL INC 0.1%
Value ($000) $375 Shares 12,325 Est. Cost $27.36 Unrealized 0.0%
CENTERSTATE BANK CORP 0.1%
Value ($000) $375 Shares 15,737 Est. Cost $28.56 Unrealized
NTB BANK OF NT BUTTERFIELD 0.1%
Value ($000) $374 Shares 10,423 Est. Cost $29.49 Unrealized -13.6%
AMERICAN EQUITY INVESTM 0.1%
Value ($000) $372 Shares 13,779 Est. Cost $31.21 Unrealized
FERRO CORP COM 0.1%
Value ($000) $363 Shares 19,189 Est. Cost $17.34 Unrealized
UTMD UTAH MED PRODS INC COM 0.1%
Value ($000) $362 Shares 4,105 Est. Cost $87.92 Unrealized 0.0%
KEMET CORP 0.1%
Value ($000) $360 Shares 21,186 Est. Cost $18.46 Unrealized
JNJ JOHNSON JOHNSON 0.1%
Value ($000) $357 Shares 2,557 Est. Cost $94.65 Unrealized +16.6%
MBUU MALIBU BOATS, INC 0.1%
Value ($000) $349 Shares 8,817 Est. Cost $41.10 Unrealized +0.7%
MCK MCKESSON CORP 0.1%
Value ($000) $348 Shares 2,970 Est. Cost $139.90 Unrealized -16.2%
PFBC PREFERRED BANK 0.1%
Value ($000) $338 Shares 7,521 Est. Cost $56.62 Unrealized -15.9%
UNITED TECHNOLOGIES COR 0.1%
Value ($000) $335 Shares 2,599 Est. Cost $128.90 Unrealized
BOINGO WIRELESS INC 0.1%
Value ($000) $327 Shares 14,065 Est. Cost $21.27 Unrealized
BOOT BOOT BARN HOLDINGS INC 0.1%
Value ($000) $326 Shares 11,076 Est. Cost $25.24 Unrealized 0.0%
SNX SYNNEX CORPORATION 0.1%
Value ($000) $319 Shares 3,340 Est. Cost $52.26 Unrealized -16.5%
IAC INTERACTIVECORP COM 0.1%
Value ($000) $310 Shares 1,475 Est. Cost $156.61 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $297 Shares 3,655 Est. Cost $55.97 Unrealized +14.5%
RYAM RAYONIER ADVANCED MATER 0.1%
Value ($000) $289 Shares 21,285 Est. Cost $18.79 Unrealized -27.9%
VSH VISHAY INTERTECHNOLOGY 0.1%
Value ($000) $288 Shares 15,567 Est. Cost $18.45 Unrealized -6.0%
WNC WABASH NATIONAL CORP 0.1%
Value ($000) $281 Shares 20,749 Est. Cost $13.11 Unrealized -7.2%
CARRIZO OIL & GAS INC 0.1%
Value ($000) $261 Shares 20,954 Est. Cost $18.79 Unrealized
RH RH 0.1%
Value ($000) $254 Shares 2,471 Est. Cost $120.19 Unrealized +13.3%
NRG NRG ENERGY INC 0.1%
Value ($000) $244 Shares 5,742 Est. Cost $22.53 Unrealized +52.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $232 Shares 930 Est. Cost $194.57 Unrealized +9.3%
CSX CSX CORP 0.0%
Value ($000) $228 Shares 3,043 Est. Cost $21.10 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $225 Shares 4,000 Est. Cost $43.12 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $222 Shares 5,333 Est. Cost $27.08 Unrealized +10.9%
EBIX INC 0.0%
Value ($000) $215 Shares 4,359 Est. Cost $49.32 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $212 Shares 11,470 Est. Cost $11.19 Unrealized +11.4%
THIRD POINT REINSURANCE 0.0%
Value ($000) $152 Shares 14,684 Est. Cost $14.49 Unrealized