AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $318,668 (100.0% shares, 0.0% debt)

Holdings (134)

AAPL APPLE INC 5.2%
Value ($000) $16,579 Shares 74,022 Est. Cost $28.97 Unrealized +73.4%
MSFT MICROSOFT CORP 3.6%
Value ($000) $11,529 Shares 82,924 Est. Cost $99.52 Unrealized +30.5%
JPM JPMORGAN CHASE & CO 3.6%
Value ($000) $11,352 Shares 96,454 Est. Cost $47.76 Unrealized +99.1%
BAC BANK OF AMERICA CORP 2.7%
Value ($000) $8,480 Shares 290,697 Est. Cost $16.88 Unrealized +45.6%
T ATT INC 2.6%
Value ($000) $8,265 Shares 218,409 Est. Cost $12.78 Unrealized +33.0%
HD HOME DEPOT INC 2.5%
Value ($000) $7,933 Shares 34,189 Est. Cost $96.89 Unrealized +93.1%
CVX CHEVRON CORP 2.3%
Value ($000) $7,470 Shares 62,982 Est. Cost $72.76 Unrealized +25.8%
C CITIGROUP INC 2.1%
Value ($000) $6,700 Shares 96,984 Est. Cost $52.34 Unrealized +3.5%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $6,641 Shares 30,558 Est. Cost $153.35 Unrealized +41.6%
INTC INTEL CORP 2.0%
Value ($000) $6,465 Shares 125,452 Est. Cost $27.46 Unrealized +56.7%
CMCSA COMCAST CLASS A 2.0%
Value ($000) $6,323 Shares 140,268 Est. Cost $30.98 Unrealized +21.1%
CVS CVS HEALTH CORP 1.9%
Value ($000) $6,175 Shares 97,902 Est. Cost $59.39 Unrealized -18.5%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $6,030 Shares 99,898 Est. Cost $34.87 Unrealized +16.0%
BA BOEING CO 1.9%
Value ($000) $5,950 Shares 15,638 Est. Cost $131.94 Unrealized +167.1%
TGT TARGET CORP COM 1.8%
Value ($000) $5,894 Shares 55,129 Est. Cost $67.85 Unrealized +18.5%
DAL DELTA AIRLINES INC 1.7%
Value ($000) $5,565 Shares 96,609 Est. Cost $28.62 Unrealized +98.2%
BBY BEST BUY CO INC 1.7%
Value ($000) $5,271 Shares 76,397 Est. Cost $41.78 Unrealized +29.7%
MRK MERCK & CO INC 1.7%
Value ($000) $5,260 Shares 62,483 Est. Cost $65.47 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $5,169 Shares 104,614 Est. Cost $22.25 Unrealized +92.3%
CBRE CBRE GROUP INC CL A 1.6%
Value ($000) $5,110 Shares 96,397 Est. Cost $36.92 Unrealized +42.4%
PCAR PACCAR INC 1.6%
Value ($000) $4,988 Shares 71,240 Est. Cost $33.75 Unrealized +5.8%
EXC EXELON CORP 1.5%
Value ($000) $4,915 Shares 101,733 Est. Cost $20.24 Unrealized +32.3%
MPC MARATHON PETROLEUM CORP 1.5%
Value ($000) $4,903 Shares 80,708 Est. Cost $38.70 Unrealized +11.3%
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $4,857 Shares 53,388 Est. Cost $76.57 Unrealized +5.3%
ALL ALLSTATE CORP 1.5%
Value ($000) $4,813 Shares 44,284 Est. Cost $87.66 Unrealized +2.2%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $4,806 Shares 12,322 Est. Cost $316.45 Unrealized 0.0%
URI UNITED RENTALS INC 1.5%
Value ($000) $4,742 Shares 38,046 Est. Cost $102.83 Unrealized +14.2%
TSN TYSON FOODS 1.5%
Value ($000) $4,711 Shares 54,689 Est. Cost $64.21 Unrealized +10.1%
BMY BRISTOL MYERS 1.5%
Value ($000) $4,711 Shares 92,903 Est. Cost $44.98 Unrealized -18.2%
VLO VALERO ENERGY CORP 1.5%
Value ($000) $4,664 Shares 54,711 Est. Cost $28.83 Unrealized +116.7%
MS MORGAN STANLEY 1.4%
Value ($000) $4,515 Shares 105,807 Est. Cost $39.70 Unrealized -11.8%
ALLERGAN INC 1.4%
Value ($000) $4,496 Shares 26,716 Est. Cost $257.85 Unrealized
CF CF INDUSTRIES HOLDINGS INC 1.4%
Value ($000) $4,472 Shares 90,904 Est. Cost $41.45 Unrealized 0.0%
CE CELANESE CORP 1.4%
Value ($000) $4,466 Shares 36,517 Est. Cost $52.51 Unrealized +90.4%
AMGN AMGEN INC 1.4%
Value ($000) $4,351 Shares 22,483 Est. Cost $130.25 Unrealized +21.3%
GOOGL ALPHABET INC CLASS A 1.3%
Value ($000) $4,248 Shares 3,479 Est. Cost $56.03 Unrealized +4.9%
MO ALTRIA GROUP INC 1.3%
Value ($000) $4,172 Shares 102,012 Est. Cost $23.54 Unrealized +17.3%
PPL PPL CORP 1.3%
Value ($000) $4,124 Shares 130,974 Est. Cost $20.83 Unrealized +10.6%
PHM PULTE CORP 1.2%
Value ($000) $3,969 Shares 108,588 Est. Cost $19.99 Unrealized +55.7%
PVH PVH CORP 1.2%
Value ($000) $3,902 Shares 44,227 Est. Cost $124.94 Unrealized -33.8%
RCL ROYAL CARIBBEAN CRUISES LT 1.1%
Value ($000) $3,640 Shares 33,604 Est. Cost $106.47 Unrealized -0.6%
AVGO BROADCOM INC 1.0%
Value ($000) $3,301 Shares 11,958 Est. Cost $19.50 Unrealized +23.2%
FISV FISERV INC 1.0%
Value ($000) $3,164 Shares 30,544 Est. Cost $102.09 Unrealized 0.0%
CELGENE CORP 0.9%
Value ($000) $2,912 Shares 29,328 Est. Cost $114.09 Unrealized
LNC LINCOLN NATIONAL CORP 0.9%
Value ($000) $2,761 Shares 45,765 Est. Cost $29.68 Unrealized +48.6%
RHI ROBERT HALF INTL 0.9%
Value ($000) $2,725 Shares 48,952 Est. Cost $69.73 Unrealized -19.1%
AGG ISHARES BARCLAYS AGGREGATE 0.8%
Value ($000) $2,634 Shares 23,275 Est. Cost $108.79 Unrealized
AXP AMERICAN EXPRESS 0.8%
Value ($000) $2,570 Shares 21,730 Est. Cost $56.32 Unrealized +99.9%
HIG HARTFORD FINL SVCS 0.8%
Value ($000) $2,539 Shares 41,894 Est. Cost $41.41 Unrealized +22.7%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $2,451 Shares 32,281 Est. Cost $56.72 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER IN 0.7%
Value ($000) $2,385 Shares 25,455 Est. Cost $49.39 Unrealized +46.7%
PRU PRUDENTIAL FINANCIAL INC 0.7%
Value ($000) $2,372 Shares 26,374 Est. Cost $53.43 Unrealized +23.1%
RL RALPH LAUREN CORP 0.6%
Value ($000) $2,068 Shares 21,660 Est. Cost $102.51 Unrealized -14.8%
KSS KOHLS CORP 0.6%
Value ($000) $2,015 Shares 40,585 Est. Cost $44.53 Unrealized +10.1%
DXC DXC TECHNOLOGY CO 0.6%
Value ($000) $1,885 Shares 63,900 Est. Cost $82.10 Unrealized -49.6%
SVC SERVICE PROPERTIES TRUST 0.6%
Value ($000) $1,844 Shares 71,488 Est. Cost $25.79 Unrealized
JBL JABIL CIRCUIT INC 0.6%
Value ($000) $1,817 Shares 50,803 Est. Cost $25.73 Unrealized +13.5%
ABBV ABBVIE INC 0.5%
Value ($000) $1,743 Shares 23,021 Est. Cost $58.44 Unrealized -10.0%
WYNDHAM DESTINATIONS INC 0.5%
Value ($000) $1,645 Shares 35,745 Est. Cost $62.91 Unrealized
PERSPECTA INC COM 0.4%
Value ($000) $1,245 Shares 47,682 Est. Cost $19.99 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,116 Shares 19,584 Est. Cost $52.46 Unrealized -13.6%
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $857 Shares 6,162 Est. Cost $140.93 Unrealized -2.0%
GNRC GENERAC HOLDINGS INC 0.2%
Value ($000) $637 Shares 8,126 Est. Cost $52.17 Unrealized +43.6%
VCYT VERACYTE INC 0.2%
Value ($000) $626 Shares 26,090 Est. Cost $11.08 Unrealized +140.1%
ALTERYX INC 0.2%
Value ($000) $592 Shares 5,515 Est. Cost $38.13 Unrealized
HORIZON THERAPEUTICS PLC 0.2%
Value ($000) $592 Shares 21,754 Est. Cost $24.06 Unrealized
COUPA SOFTWARE INC 0.2%
Value ($000) $591 Shares 4,565 Est. Cost $46.82 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.2%
Value ($000) $590 Shares 25,702 Est. Cost $19.48 Unrealized
MDC HOLDINGS INC 0.2%
Value ($000) $571 Shares 13,243 Est. Cost $28.12 Unrealized
SWX SOUTHWEST GAS CORP COM 0.2%
Value ($000) $567 Shares 6,226 Est. Cost $72.23 Unrealized +24.4%
VAC MARRIOTT VACATIONS WRL 0.2%
Value ($000) $563 Shares 5,431 Est. Cost $114.35 Unrealized -14.0%
ASGN ASGN INCORPORATED 0.2%
Value ($000) $556 Shares 8,844 Est. Cost $80.08 Unrealized -22.9%
UTMD UTAH MED PRODS INC COM 0.2%
Value ($000) $533 Shares 5,561 Est. Cost $86.95 Unrealized +6.9%
KW KENNEDY WILSON HOLDINGS 0.2%
Value ($000) $530 Shares 24,175 Est. Cost $21.28 Unrealized +0.1%
ABG ASBURY AUTOMOTIVE GROUP IN 0.2%
Value ($000) $528 Shares 5,160 Est. Cost $72.05 Unrealized +28.1%
TNDM TANDEM DIABETES CARE INC 0.2%
Value ($000) $528 Shares 8,944 Est. Cost $63.83 Unrealized 0.0%
ELV ANTHEM INC 0.2%
Value ($000) $525 Shares 2,185 Est. Cost $126.58 Unrealized +98.5%
EME EMCOR GROUP INC 0.2%
Value ($000) $523 Shares 6,074 Est. Cost $68.85 Unrealized +20.7%
OFG ORIENTAL FINANCIAL GROUP I 0.2%
Value ($000) $520 Shares 23,761 Est. Cost $16.19 Unrealized +35.7%
ESNT ESSENT GROUP LTD 0.2%
Value ($000) $518 Shares 10,863 Est. Cost $33.83 Unrealized +26.6%
AARONS INC 0.2%
Value ($000) $495 Shares 7,703 Est. Cost $37.49 Unrealized
WKC WORLD FUEL SERVICES CORP 0.2%
Value ($000) $493 Shares 12,335 Est. Cost $38.05 Unrealized 0.0%
RH RH 0.2%
Value ($000) $492 Shares 2,882 Est. Cost $117.76 Unrealized +20.9%
OTTR OTTER TAIL CORP 0.2%
Value ($000) $490 Shares 9,125 Est. Cost $39.25 Unrealized +11.5%
ENSG ENSIGN GROUP INC 0.1%
Value ($000) $476 Shares 10,042 Est. Cost $19.50 Unrealized +149.4%
SKYW SKYWEST INC 0.1%
Value ($000) $471 Shares 8,214 Est. Cost $35.51 Unrealized +65.3%
MCK MCKESSON CORP 0.1%
Value ($000) $466 Shares 3,408 Est. Cost $137.61 Unrealized -1.5%
KFRC KFORCE INC 0.1%
Value ($000) $465 Shares 12,289 Est. Cost $34.68 Unrealized -0.6%
INSP INSPIRE MED SYS INC COM 0.1%
Value ($000) $464 Shares 7,608 Est. Cost $65.85 Unrealized 0.0%
AGM FEDERAL AGRICULTURAL MORTG 0.1%
Value ($000) $461 Shares 5,650 Est. Cost $56.44 Unrealized +11.4%
AIRCASTLE LTD 0.1%
Value ($000) $459 Shares 20,449 Est. Cost $22.15 Unrealized
DRIL-QUIP INC 0.1%
Value ($000) $458 Shares 9,134 Est. Cost $50.14 Unrealized
IBERIABANK CORP 0.1%
Value ($000) $458 Shares 6,060 Est. Cost $71.71 Unrealized
DIN DINE BRANDS GLOBAL 0.1%
Value ($000) $457 Shares 6,029 Est. Cost $62.44 Unrealized +1.4%
PCRX PACIRA BIOSCIENCES INC 0.1%
Value ($000) $446 Shares 11,719 Est. Cost $42.46 Unrealized -6.0%
FIX COMFORT SYSTEMS USA 0.1%
Value ($000) $437 Shares 9,869 Est. Cost $34.90 Unrealized +20.4%
PFBC PREFERRED BANK 0.1%
Value ($000) $421 Shares 8,039 Est. Cost $56.00 Unrealized -9.1%
CENTERSTATE BANK CORP 0.1%
Value ($000) $416 Shares 17,335 Est. Cost $28.05 Unrealized
PDM PIEDMONT OFFICE REALTY TRU 0.1%
Value ($000) $413 Shares 19,776 Est. Cost $20.87 Unrealized
THC TENET HEALTHCARE 0.1%
Value ($000) $411 Shares 18,561 Est. Cost $24.20 Unrealized -12.0%
COWEN INC 0.1%
Value ($000) $410 Shares 26,614 Est. Cost $16.31 Unrealized
RHP RYMAN HOSPITALITY PPTY COM 0.1%
Value ($000) $409 Shares 4,998 Est. Cost $82.31 Unrealized
SNX SYNNEX CORPORATION 0.1%
Value ($000) $389 Shares 3,448 Est. Cost $51.79 Unrealized -16.2%
AMERICAN EQUITY INVESTMENT 0.1%
Value ($000) $389 Shares 16,082 Est. Cost $30.36 Unrealized
MERITOR INC 0.1%
Value ($000) $382 Shares 20,641 Est. Cost $20.30 Unrealized
WNC WABASH NATIONAL CORP 0.1%
Value ($000) $378 Shares 26,031 Est. Cost $13.04 Unrealized -1.3%
KEMET CORP 0.1%
Value ($000) $377 Shares 20,736 Est. Cost $18.46 Unrealized
WK WORKIVA INC 0.1%
Value ($000) $375 Shares 8,553 Est. Cost $31.44 Unrealized +67.6%
RAYTHEON CO 0.1%
Value ($000) $372 Shares 1,895 Est. Cost $88.95 Unrealized
INVA INNOVIVA, INC 0.1%
Value ($000) $364 Shares 34,536 Est. Cost $13.23 Unrealized -9.6%
BOOT BOOT BARN HOLDINGS INC 0.1%
Value ($000) $360 Shares 10,314 Est. Cost $25.32 Unrealized +31.5%
MTG MGIC INVESTMENT CORP 0.1%
Value ($000) $354 Shares 28,124 Est. Cost $12.46 Unrealized +3.7%
NTB BANK OF NT BUTTERFIELD AND 0.1%
Value ($000) $345 Shares 11,639 Est. Cost $29.16 Unrealized -25.5%
SINCLAIR BROADCAST GROUP I 0.1%
Value ($000) $337 Shares 7,881 Est. Cost $53.67 Unrealized
LYB LYONDELLBASELL INDUSTRIES 0.1%
Value ($000) $332 Shares 3,714 Est. Cost $53.69 Unrealized 0.0%
EVERBRIDGE INC 0.1%
Value ($000) $330 Shares 5,343 Est. Cost $56.81 Unrealized
MED MEDIFAST INC 0.1%
Value ($000) $327 Shares 3,159 Est. Cost $111.95 Unrealized -20.1%
JNJ JOHNSON JOHNSON 0.1%
Value ($000) $323 Shares 2,495 Est. Cost $94.65 Unrealized +16.2%
IAC INTERACTIVECORP COM 0.1%
Value ($000) $322 Shares 1,475 Est. Cost $156.61 Unrealized
BLUCORA, INC 0.1%
Value ($000) $309 Shares 14,262 Est. Cost $23.64 Unrealized
SMART GLOBAL HOLDINGS INC 0.1%
Value ($000) $300 Shares 11,793 Est. Cost $22.97 Unrealized
MEREDITH CORPORATION 0.1%
Value ($000) $297 Shares 8,115 Est. Cost $51.15 Unrealized
MBUU MALIBU BOATS, INC 0.1%
Value ($000) $294 Shares 9,584 Est. Cost $40.99 Unrealized -24.8%
GIII G-III APPAREL GROUP LT COM 0.1%
Value ($000) $289 Shares 11,214 Est. Cost $43.25 Unrealized -42.2%
KIM KIMCO REALTY CORP 0.1%
Value ($000) $262 Shares 12,559 Est. Cost $11.39 Unrealized +25.0%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $260 Shares 4,000 Est. Cost $43.12 Unrealized +18.8%
CLF CLEVELAND CLIFFS INC 0.1%
Value ($000) $255 Shares 35,313 Est. Cost $9.44 Unrealized -8.1%
HCC WARRIOR MET COAL INC 0.1%
Value ($000) $237 Shares 12,142 Est. Cost $27.36 Unrealized -18.2%
EBIX INC 0.1%
Value ($000) $235 Shares 5,587 Est. Cost $49.54 Unrealized
NRG NRG ENERGY INC 0.1%
Value ($000) $235 Shares 5,924 Est. Cost $22.78 Unrealized +32.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $235 Shares 930 Est. Cost $194.57 Unrealized +14.9%
BAX BAXTER INTL INC 0.1%
Value ($000) $233 Shares 2,665 Est. Cost $55.97 Unrealized +34.9%
JCI JOHNSON CONTROLS PLC 0.1%
Value ($000) $226 Shares 5,140 Est. Cost $37.01 Unrealized 0.0%
DTE DTE ENERGY 0.1%
Value ($000) $212 Shares 1,597 Est. Cost $88.96 Unrealized 0.0%