AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 8, 2019

Total Value ($000): $348,693 (100.0% shares, 0.0% debt)

Holdings (141)

AAPL APPLE INC 4.4%
Value ($000) $15,476 Shares 78,194 Est. Cost $28.97 Unrealized +60.9%
MSFT MICROSOFT CORP 3.5%
Value ($000) $12,352 Shares 92,209 Est. Cost $99.52 Unrealized +20.1%
JPM JPMORGAN CHASE & CO 3.5%
Value ($000) $12,311 Shares 110,120 Est. Cost $47.76 Unrealized +92.7%
BAC BANK AMER CORP 2.8%
Value ($000) $9,754 Shares 336,332 Est. Cost $16.88 Unrealized +45.1%
CVX CHEVRON CORP NEW 2.5%
Value ($000) $8,810 Shares 70,800 Est. Cost $72.76 Unrealized +24.0%
PFE PFIZER INC 2.5%
Value ($000) $8,580 Shares 198,063 Est. Cost $21.84 Unrealized +33.8%
T AT&T INC 2.4%
Value ($000) $8,483 Shares 253,148 Est. Cost $12.78 Unrealized +18.0%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $8,116 Shares 33,260 Est. Cost $153.35 Unrealized +40.5%
CSCO CISCO SYS INC 2.2%
Value ($000) $7,805 Shares 142,606 Est. Cost $22.25 Unrealized +103.1%
HD HOME DEPOT INC 2.2%
Value ($000) $7,791 Shares 37,464 Est. Cost $96.89 Unrealized +75.0%
C CITIGROUP INC 2.2%
Value ($000) $7,530 Shares 107,531 Est. Cost $52.34 Unrealized +1.1%
VZ VERIZON COMMUNICATIONS INC 2.0%
Value ($000) $6,822 Shares 119,416 Est. Cost $34.87 Unrealized +14.8%
INTC INTEL CORP 2.0%
Value ($000) $6,803 Shares 142,108 Est. Cost $27.46 Unrealized +57.0%
BA BOEING CO 1.8%
Value ($000) $6,348 Shares 17,439 Est. Cost $131.94 Unrealized +170.8%
CVS CVS HEALTH CORP 1.7%
Value ($000) $6,024 Shares 110,559 Est. Cost $59.39 Unrealized -26.6%
BBY BEST BUY INC 1.7%
Value ($000) $5,821 Shares 83,473 Est. Cost $41.78 Unrealized +28.8%
DAL DELTA AIR LINES INC DEL 1.7%
Value ($000) $5,809 Shares 102,357 Est. Cost $28.62 Unrealized +86.2%
ALLERGAN PLC 1.6%
Value ($000) $5,691 Shares 33,989 Est. Cost $257.85 Unrealized
CBRE CBRE GROUP INC 1.6%
Value ($000) $5,622 Shares 109,590 Est. Cost $36.92 Unrealized +34.6%
EXC EXELON CORP 1.6%
Value ($000) $5,575 Shares 116,296 Est. Cost $20.24 Unrealized +38.0%
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $5,522 Shares 130,609 Est. Cost $30.49 Unrealized +16.5%
AVGO BROADCOM INC 1.6%
Value ($000) $5,445 Shares 18,916 Est. Cost $19.50 Unrealized +25.0%
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $5,364 Shares 59,110 Est. Cost $76.57 Unrealized +4.3%
VLO VALERO ENERGY CORP NEW 1.5%
Value ($000) $5,242 Shares 61,227 Est. Cost $28.83 Unrealized +118.5%
MPC MARATHON PETE CORP 1.5%
Value ($000) $5,090 Shares 91,088 Est. Cost $38.70 Unrealized +14.4%
PRU PRUDENTIAL FINL INC 1.5%
Value ($000) $5,083 Shares 50,323 Est. Cost $53.43 Unrealized +33.8%
PCAR PACCAR INC 1.5%
Value ($000) $5,076 Shares 70,833 Est. Cost $33.75 Unrealized +7.3%
MS MORGAN STANLEY 1.5%
Value ($000) $5,069 Shares 115,703 Est. Cost $39.70 Unrealized -8.6%
MO ALTRIA GROUP INC 1.4%
Value ($000) $5,023 Shares 106,076 Est. Cost $23.54 Unrealized +31.4%
AMGN AMGEN INC 1.4%
Value ($000) $4,932 Shares 26,762 Est. Cost $130.25 Unrealized +12.2%
TGT TARGET CORP 1.4%
Value ($000) $4,878 Shares 56,322 Est. Cost $67.85 Unrealized -0.2%
RCL ROYAL CARIBBEAN CRUISES LTD 1.4%
Value ($000) $4,872 Shares 40,197 Est. Cost $106.47 Unrealized +9.5%
URI UNITED RENTALS INC 1.4%
Value ($000) $4,748 Shares 35,798 Est. Cost $101.92 Unrealized +20.6%
PVH PVH CORP 1.3%
Value ($000) $4,568 Shares 48,264 Est. Cost $124.94 Unrealized -12.4%
SJM SMUCKER J M CO 1.3%
Value ($000) $4,506 Shares 39,120 Est. Cost $87.51 Unrealized +12.5%
PPL PPL CORP 1.3%
Value ($000) $4,480 Shares 144,464 Est. Cost $20.83 Unrealized +12.0%
CE CELANESE CORP DEL 1.3%
Value ($000) $4,429 Shares 41,085 Est. Cost $52.51 Unrealized +74.1%
BMY BRISTOL MYERS SQUIBB CO 1.3%
Value ($000) $4,365 Shares 96,247 Est. Cost $44.98 Unrealized -19.7%
GOOGL ALPHABET INC 1.2%
Value ($000) $4,026 Shares 3,718 Est. Cost $56.03 Unrealized +2.5%
CAT CATERPILLAR INC DEL 1.1%
Value ($000) $3,965 Shares 29,095 Est. Cost $117.53 Unrealized -2.4%
DXC DXC TECHNOLOGY CO 1.1%
Value ($000) $3,859 Shares 69,973 Est. Cost $82.10 Unrealized -31.9%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $3,465 Shares 25,239 Est. Cost $92.82 Unrealized +12.2%
CELGENE CORP 0.9%
Value ($000) $3,271 Shares 35,388 Est. Cost $114.09 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $3,164 Shares 25,635 Est. Cost $56.32 Unrealized +90.8%
LNC LINCOLN NATL CORP IND 0.9%
Value ($000) $3,160 Shares 49,025 Est. Cost $29.68 Unrealized +57.8%
TSN TYSON FOODS INC 0.9%
Value ($000) $3,031 Shares 37,539 Est. Cost $61.26 Unrealized +4.0%
HIG HARTFORD FINL SVCS GROUP INC 0.8%
Value ($000) $2,873 Shares 51,557 Est. Cost $41.41 Unrealized +10.1%
RHI ROBERT HALF INTL INC 0.8%
Value ($000) $2,837 Shares 49,758 Est. Cost $69.73 Unrealized -14.4%
FIRST DATA CORP NEW 0.8%
Value ($000) $2,778 Shares 102,619 Est. Cost $19.11 Unrealized
PHM PULTE GROUP INC 0.8%
Value ($000) $2,718 Shares 85,944 Est. Cost $17.06 Unrealized +70.5%
RL RALPH LAUREN CORP 0.8%
Value ($000) $2,649 Shares 23,324 Est. Cost $102.51 Unrealized +2.6%
AGG ISHARES TR 0.7%
Value ($000) $2,592 Shares 23,275 Est. Cost $108.79 Unrealized
DD DUPONT DE NEMOURS INC 0.7%
Value ($000) $2,382 Shares 31,732 Est. Cost $27.24 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.7%
Value ($000) $2,314 Shares 26,289 Est. Cost $49.39 Unrealized +38.1%
KSS KOHLS CORP 0.6%
Value ($000) $2,072 Shares 43,580 Est. Cost $44.53 Unrealized +35.5%
HOSPITALITY PPTYS TR 0.6%
Value ($000) $1,954 Shares 78,141 Est. Cost $23.88 Unrealized
JBL JABIL INC 0.5%
Value ($000) $1,733 Shares 54,845 Est. Cost $25.73 Unrealized +7.8%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,576 Shares 25,831 Est. Cost $52.46 Unrealized -6.2%
WYNDHAM DESTINATIONS INC 0.4%
Value ($000) $1,535 Shares 34,956 Est. Cost $63.29 Unrealized
DOW DOW INC 0.4%
Value ($000) $1,523 Shares 30,884 Est. Cost $36.37 Unrealized 0.0%
CMI CUMMINS INC 0.4%
Value ($000) $1,456 Shares 8,495 Est. Cost $134.08 Unrealized +3.1%
ABBV ABBVIE INC 0.4%
Value ($000) $1,369 Shares 18,819 Est. Cost $59.75 Unrealized -0.6%
LEN LENNAR CORP 0.4%
Value ($000) $1,300 Shares 26,829 Est. Cost $36.64 Unrealized +25.2%
PERSPECTA INC 0.3%
Value ($000) $1,161 Shares 49,577 Est. Cost $19.99 Unrealized
CTVA CORTEVA INC 0.3%
Value ($000) $938 Shares 31,733 Est. Cost $25.02 Unrealized 0.0%
VCYT VERACYTE INC 0.3%
Value ($000) $894 Shares 31,348 Est. Cost $11.08 Unrealized +125.4%
ELV ANTHEM INC 0.2%
Value ($000) $771 Shares 2,732 Est. Cost $126.58 Unrealized +97.4%
ALTERYX INC 0.2%
Value ($000) $763 Shares 6,992 Est. Cost $38.13 Unrealized
JLL JONES LANG LASALLE INC 0.2%
Value ($000) $715 Shares 5,084 Est. Cost $141.52 Unrealized 0.0%
ENSG ENSIGN GROUP INC 0.2%
Value ($000) $648 Shares 11,383 Est. Cost $19.50 Unrealized +151.5%
COUPA SOFTWARE INC 0.2%
Value ($000) $617 Shares 4,876 Est. Cost $46.82 Unrealized
RAYTHEON CO 0.2%
Value ($000) $607 Shares 3,492 Est. Cost $88.95 Unrealized
HORIZON THERAPEUTICS PUB LTD 0.2%
Value ($000) $586 Shares 24,359 Est. Cost $24.06 Unrealized
DIN DINE BRANDS GLOBAL INC 0.2%
Value ($000) $575 Shares 6,018 Est. Cost $62.44 Unrealized +12.2%
OFG OFG BANCORP 0.2%
Value ($000) $563 Shares 23,676 Est. Cost $16.19 Unrealized +23.0%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $562 Shares 8,104 Est. Cost $52.17 Unrealized +12.0%
SWX SOUTHWEST GAS HOLDINGS INC 0.2%
Value ($000) $556 Shares 6,202 Est. Cost $72.23 Unrealized +17.6%
ASGN ASGN INC 0.2%
Value ($000) $535 Shares 8,823 Est. Cost $80.08 Unrealized -25.0%
EME EMCOR GROUP INC 0.2%
Value ($000) $535 Shares 6,074 Est. Cost $68.85 Unrealized +14.9%
UTMD UTAH MED PRODS INC 0.2%
Value ($000) $532 Shares 5,561 Est. Cost $86.95 Unrealized -3.2%
VAC MARRIOTT VACTINS WORLDWID CO 0.1%
Value ($000) $522 Shares 5,417 Est. Cost $114.35 Unrealized -13.7%
PCRX PACIRA BIOSCIENCES 0.1%
Value ($000) $510 Shares 11,719 Est. Cost $42.46 Unrealized 0.0%
ESNT ESSENT GROUP LTD 0.1%
Value ($000) $508 Shares 10,820 Est. Cost $33.83 Unrealized +24.5%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $503 Shares 9,857 Est. Cost $34.90 Unrealized +41.8%
INVA INNOVIVA INC 0.1%
Value ($000) $501 Shares 34,417 Est. Cost $13.23 Unrealized +7.1%
MERITOR INC 0.1%
Value ($000) $497 Shares 20,508 Est. Cost $20.30 Unrealized
WK WORKIVA INC 0.1%
Value ($000) $497 Shares 8,553 Est. Cost $31.44 Unrealized +70.4%
SKYW SKYWEST INC 0.1%
Value ($000) $497 Shares 8,200 Est. Cost $35.51 Unrealized +66.8%
KW KENNEDY-WILSON HLDGS INC 0.1%
Value ($000) $495 Shares 24,086 Est. Cost $21.28 Unrealized 0.0%
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $482 Shares 24,467 Est. Cost $19.30 Unrealized
OTTR OTTER TAIL CORP 0.1%
Value ($000) $479 Shares 9,065 Est. Cost $39.25 Unrealized +7.8%
EVERBRIDGE INC 0.1%
Value ($000) $476 Shares 5,326 Est. Cost $56.81 Unrealized
AARONS INC 0.1%
Value ($000) $472 Shares 7,681 Est. Cost $37.49 Unrealized
IBERIABANK CORP 0.1%
Value ($000) $457 Shares 6,029 Est. Cost $71.71 Unrealized
COWEN INC 0.1%
Value ($000) $455 Shares 26,491 Est. Cost $16.31 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $447 Shares 3,324 Est. Cost $137.66 Unrealized -13.7%
MEREDITH CORP 0.1%
Value ($000) $446 Shares 8,094 Est. Cost $51.15 Unrealized
AIRCASTLE LTD 0.1%
Value ($000) $435 Shares 20,448 Est. Cost $22.15 Unrealized
M D C HLDGS INC 0.1%
Value ($000) $434 Shares 13,243 Est. Cost $28.12 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC 0.1%
Value ($000) $434 Shares 5,144 Est. Cost $72.05 Unrealized +8.3%
BLUCORA INC 0.1%
Value ($000) $431 Shares 14,195 Est. Cost $23.64 Unrealized
KFRC KFORCE INC 0.1%
Value ($000) $430 Shares 12,249 Est. Cost $34.68 Unrealized +3.7%
GENOMIC HEALTH INC 0.1%
Value ($000) $426 Shares 7,322 Est. Cost $67.69 Unrealized
SINCLAIR BROADCAST GROUP INC 0.1%
Value ($000) $423 Shares 7,881 Est. Cost $53.67 Unrealized
WNC WABASH NATL CORP 0.1%
Value ($000) $422 Shares 25,925 Est. Cost $13.04 Unrealized -2.3%
AGM FEDERAL AGRIC MTG CORP 0.1%
Value ($000) $409 Shares 5,623 Est. Cost $56.44 Unrealized +3.4%
RHP RYMAN HOSPITALITY PPTYS INC 0.1%
Value ($000) $404 Shares 4,976 Est. Cost $82.31 Unrealized
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $402 Shares 11,267 Est. Cost $25.32 Unrealized +19.0%
CENTERSTATE BK CORP 0.1%
Value ($000) $399 Shares 17,335 Est. Cost $28.05 Unrealized
AMERICAN EQTY INVT LIFE HLD 0.1%
Value ($000) $397 Shares 14,635 Est. Cost $30.97 Unrealized
NTB BANK OF NT BUTTERFIELD&SON L 0.1%
Value ($000) $393 Shares 11,579 Est. Cost $29.16 Unrealized -10.1%
PDM PIEDMONT OFFICE REALTY TR IN 0.1%
Value ($000) $391 Shares 19,609 Est. Cost $20.87 Unrealized
KEMET CORP 0.1%
Value ($000) $388 Shares 20,639 Est. Cost $18.46 Unrealized
PFBC PREFERRED BK LOS ANGELES CA 0.1%
Value ($000) $380 Shares 8,039 Est. Cost $56.00 Unrealized -16.1%
CLF CLEVELAND CLIFFS INC 0.1%
Value ($000) $375 Shares 35,156 Est. Cost $9.44 Unrealized 0.0%
MBUU MALIBU BOATS INC 0.1%
Value ($000) $371 Shares 9,542 Est. Cost $40.99 Unrealized -3.1%
MTG MGIC INVT CORP WIS 0.1%
Value ($000) $368 Shares 27,985 Est. Cost $12.46 Unrealized +11.6%
THC TENET HEALTHCARE CORP 0.1%
Value ($000) $361 Shares 17,489 Est. Cost $24.38 Unrealized -5.5%
MED MEDIFAST INC 0.1%
Value ($000) $358 Shares 2,788 Est. Cost $114.94 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $356 Shares 2,557 Est. Cost $94.65 Unrealized +21.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $353 Shares 3,469 Est. Cost $64.52 Unrealized +29.4%
PUMP PROPETRO HLDG CORP 0.1%
Value ($000) $344 Shares 16,641 Est. Cost $17.04 Unrealized +24.6%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $337 Shares 2,592 Est. Cost $128.90 Unrealized
RH RH 0.1%
Value ($000) $333 Shares 2,882 Est. Cost $117.76 Unrealized -12.4%
GIII G-III APPAREL GROUP LTD 0.1%
Value ($000) $329 Shares 11,169 Est. Cost $43.25 Unrealized -21.4%
IAC INTERACTIVECORP COM 0.1%
Value ($000) $321 Shares 1,475 Est. Cost $156.61 Unrealized
RENEWABLE ENERGY GROUP INC 0.1%
Value ($000) $321 Shares 20,235 Est. Cost $13.98 Unrealized
SNX SYNNEX CORP 0.1%
Value ($000) $321 Shares 3,263 Est. Cost $52.26 Unrealized -11.9%
HCC WARRIOR MET COAL INC 0.1%
Value ($000) $317 Shares 12,142 Est. Cost $27.36 Unrealized +4.1%
BAX BAXTER INTL INC 0.1%
Value ($000) $299 Shares 3,655 Est. Cost $55.97 Unrealized +22.4%
VSH VISHAY INTERTECHNOLOGY INC 0.1%
Value ($000) $283 Shares 17,154 Est. Cost $18.16 Unrealized -15.3%
EBIX INC 0.1%
Value ($000) $281 Shares 5,587 Est. Cost $49.54 Unrealized
SMART GLOBAL HLDGS INC 0.1%
Value ($000) $275 Shares 11,972 Est. Cost $22.97 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $238 Shares 4,000 Est. Cost $43.12 Unrealized +8.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $234 Shares 930 Est. Cost $194.57 Unrealized +7.8%
FE FIRSTENERGY CORP 0.1%
Value ($000) $231 Shares 5,389 Est. Cost $27.13 Unrealized +18.1%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $228 Shares 12,339 Est. Cost $11.34 Unrealized +17.7%
CARRIZO OIL & GAS INC 0.1%
Value ($000) $228 Shares 22,747 Est. Cost $18.09 Unrealized
CSX CSX CORP 0.1%
Value ($000) $222 Shares 2,873 Est. Cost $21.10 Unrealized +11.6%
NRG NRG ENERGY INC 0.1%
Value ($000) $204 Shares 5,815 Est. Cost $22.64 Unrealized +38.6%
RYAM RAYONIER ADVANCED MATLS INC 0.1%
Value ($000) $188 Shares 28,943 Est. Cost $16.57 Unrealized -37.2%