AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $275,722 (100.0% shares, 0.0% debt)

Holdings (146)

AAPL APPLE INC 5.9%
Value ($000) $16,397 Shares 55,840 Est. Cost $28.97 Unrealized +114.1%
JPM JPMORGAN CHASE & CO 4.0%
Value ($000) $10,963 Shares 78,647 Est. Cost $47.76 Unrealized +127.5%
MSFT MICROSOFT CORP 3.0%
Value ($000) $8,264 Shares 52,401 Est. Cost $99.52 Unrealized +39.9%
BAC BANK OF AMERICA CORP 2.9%
Value ($000) $7,939 Shares 225,412 Est. Cost $16.88 Unrealized +64.6%
T ATT INC 2.6%
Value ($000) $7,122 Shares 182,235 Est. Cost $12.78 Unrealized +47.6%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $6,921 Shares 23,542 Est. Cost $153.35 Unrealized +54.3%
CVX CHEVRON CORP 2.2%
Value ($000) $6,170 Shares 51,201 Est. Cost $72.76 Unrealized +23.2%
C CITIGROUP INC 2.2%
Value ($000) $5,978 Shares 74,824 Est. Cost $52.34 Unrealized +13.2%
INTC INTEL CORP 2.0%
Value ($000) $5,604 Shares 93,629 Est. Cost $27.46 Unrealized +79.4%
HD HOME DEPOT INC 2.0%
Value ($000) $5,479 Shares 25,089 Est. Cost $96.89 Unrealized +101.2%
CVS CVS HEALTH CORP 2.0%
Value ($000) $5,452 Shares 73,384 Est. Cost $59.39 Unrealized -2.7%
URI UNITED RENTALS INC 1.9%
Value ($000) $5,141 Shares 30,825 Est. Cost $102.83 Unrealized +36.8%
BMY BRISTOL MYERS 1.8%
Value ($000) $5,041 Shares 78,527 Est. Cost $44.98 Unrealized +0.5%
TGT TARGET CORP COM 1.8%
Value ($000) $4,907 Shares 38,277 Est. Cost $67.85 Unrealized +47.1%
BBY BEST BUY CO INC 1.7%
Value ($000) $4,815 Shares 54,841 Est. Cost $41.78 Unrealized +43.4%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $4,684 Shares 76,280 Est. Cost $34.87 Unrealized +22.7%
PCAR PACCAR INC 1.6%
Value ($000) $4,482 Shares 56,661 Est. Cost $33.75 Unrealized +20.3%
CBRE CBRE GROUP INC CL A 1.6%
Value ($000) $4,421 Shares 72,138 Est. Cost $36.92 Unrealized +50.0%
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $4,105 Shares 39,892 Est. Cost $76.57 Unrealized +13.3%
DAL DELTA AIRLINES INC 1.5%
Value ($000) $4,035 Shares 68,992 Est. Cost $28.62 Unrealized +89.0%
MS MORGAN STANLEY 1.4%
Value ($000) $3,969 Shares 77,645 Est. Cost $39.70 Unrealized -1.5%
TSN TYSON FOODS 1.4%
Value ($000) $3,956 Shares 43,453 Est. Cost $64.21 Unrealized +11.8%
VLO VALERO ENERGY CORP 1.4%
Value ($000) $3,907 Shares 41,721 Est. Cost $28.83 Unrealized +155.4%
CMCSA COMCAST CLASS A 1.4%
Value ($000) $3,865 Shares 85,949 Est. Cost $30.98 Unrealized +22.2%
PPL PPL CORP 1.4%
Value ($000) $3,744 Shares 104,357 Est. Cost $20.83 Unrealized +24.4%
ALL ALLSTATE CORP 1.4%
Value ($000) $3,734 Shares 33,204 Est. Cost $87.66 Unrealized +7.5%
MPC MARATHON PETROLEUM CORP 1.3%
Value ($000) $3,715 Shares 61,653 Est. Cost $38.70 Unrealized +33.4%
MO ALTRIA GROUP INC 1.3%
Value ($000) $3,696 Shares 74,063 Est. Cost $23.54 Unrealized +22.3%
MRK MERCK & CO INC 1.3%
Value ($000) $3,679 Shares 40,448 Est. Cost $65.47 Unrealized +3.2%
PVH PVH CORP 1.3%
Value ($000) $3,664 Shares 34,850 Est. Cost $124.94 Unrealized -24.3%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $3,616 Shares 9,287 Est. Cost $316.45 Unrealized +2.6%
AMGN AMGEN INC 1.3%
Value ($000) $3,581 Shares 14,856 Est. Cost $130.25 Unrealized +40.3%
PHM PULTE CORP 1.3%
Value ($000) $3,472 Shares 89,481 Est. Cost $19.99 Unrealized +82.3%
CE CELANESE CORP 1.2%
Value ($000) $3,437 Shares 27,917 Est. Cost $52.51 Unrealized +109.1%
CSCO CISCO SYSTEMS INC 1.2%
Value ($000) $3,370 Shares 70,275 Est. Cost $22.25 Unrealized +73.3%
BA BOEING CO 1.2%
Value ($000) $3,345 Shares 10,268 Est. Cost $131.94 Unrealized +166.1%
EXC EXELON CORP 1.2%
Value ($000) $3,335 Shares 73,148 Est. Cost $20.24 Unrealized +28.6%
ALLERGAN INC 1.2%
Value ($000) $3,334 Shares 17,438 Est. Cost $257.85 Unrealized
CF CF INDUSTRIES HOLDINGS INC 1.1%
Value ($000) $3,144 Shares 65,849 Est. Cost $41.45 Unrealized -2.8%
RCL ROYAL CARIBBEAN CRUISES LTD 1.1%
Value ($000) $3,084 Shares 23,097 Est. Cost $106.47 Unrealized +6.0%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,809 Shares 33,008 Est. Cost $56.79 Unrealized +5.7%
AXP AMERICAN EXPRESS 1.0%
Value ($000) $2,705 Shares 21,730 Est. Cost $56.32 Unrealized +95.5%
AGG ISHARES BARCLAYS AGGREGATE BON 0.9%
Value ($000) $2,615 Shares 23,275 Est. Cost $108.79 Unrealized
HIG HARTFORD FINL SVCS 0.9%
Value ($000) $2,569 Shares 42,269 Est. Cost $41.41 Unrealized +26.5%
PRU PRUDENTIAL FINANCIAL INC 0.9%
Value ($000) $2,432 Shares 25,947 Est. Cost $53.43 Unrealized +26.1%
AEP AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $2,406 Shares 25,455 Est. Cost $49.39 Unrealized +50.3%
ABBV ABBVIE INC 0.8%
Value ($000) $2,273 Shares 25,671 Est. Cost $59.08 Unrealized +9.4%
AVGO BROADCOM INC 0.8%
Value ($000) $2,111 Shares 6,680 Est. Cost $19.50 Unrealized +32.8%
GOOGL ALPHABET INC CLASS A 0.7%
Value ($000) $1,969 Shares 1,470 Est. Cost $56.03 Unrealized +14.3%
LNC LINCOLN NATIONAL CORP 0.7%
Value ($000) $1,921 Shares 32,546 Est. Cost $29.68 Unrealized +47.2%
RHI ROBERT HALF INTL 0.7%
Value ($000) $1,915 Shares 30,329 Est. Cost $69.73 Unrealized -16.7%
SVC SERVICE PROPERTIES TRUST 0.6%
Value ($000) $1,739 Shares 71,488 Est. Cost $25.79 Unrealized
FISV FISERV INC 0.6%
Value ($000) $1,635 Shares 14,136 Est. Cost $102.09 Unrealized +8.1%
DXC DXC TECHNOLOGY CO 0.6%
Value ($000) $1,563 Shares 41,572 Est. Cost $82.10 Unrealized -61.2%
WYNDHAM DESTINATIONS INC 0.5%
Value ($000) $1,480 Shares 28,632 Est. Cost $62.91 Unrealized
RL RALPH LAUREN CORP 0.5%
Value ($000) $1,459 Shares 12,444 Est. Cost $102.51 Unrealized -8.5%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,266 Shares 19,464 Est. Cost $52.46 Unrealized -10.1%
JLL JONES LANG LASALLE INC 0.4%
Value ($000) $1,103 Shares 6,336 Est. Cost $141.37 Unrealized +11.1%
ELV ANTHEM INC 0.4%
Value ($000) $998 Shares 3,304 Est. Cost $169.47 Unrealized +49.4%
PERSPECTA INC COM 0.4%
Value ($000) $998 Shares 37,744 Est. Cost $19.99 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $989 Shares 19,409 Est. Cost $44.53 Unrealized +14.2%
JBL JABIL CIRCUIT INC 0.3%
Value ($000) $850 Shares 20,558 Est. Cost $25.73 Unrealized +44.8%
THC TENET HEALTHCARE 0.3%
Value ($000) $844 Shares 22,181 Est. Cost $25.14 Unrealized +19.1%
HORIZON THERAPEUTICS PLC 0.3%
Value ($000) $787 Shares 21,754 Est. Cost $24.06 Unrealized
VCYT VERACYTE INC 0.3%
Value ($000) $728 Shares 26,090 Est. Cost $11.08 Unrealized +133.6%
SPY S&P 500 DEPOSITORY RECPTS. 0.3%
Value ($000) $728 Shares 2,261 Est. Cost $321.98 Unrealized
NOMD NOMAD FOODS LIMITED 0.3%
Value ($000) $720 Shares 32,190 Est. Cost $20.37 Unrealized 0.0%
VAC MARRIOTT VACATIONS WRL 0.3%
Value ($000) $699 Shares 5,431 Est. Cost $114.35 Unrealized +2.4%
GNRC GENERAC HOLDINGS INC 0.3%
Value ($000) $691 Shares 6,874 Est. Cost $52.17 Unrealized +78.4%
AIRCASTLE LTD 0.2%
Value ($000) $654 Shares 20,435 Est. Cost $22.15 Unrealized
ASGN ASGN INCORPORATED 0.2%
Value ($000) $628 Shares 8,844 Est. Cost $80.08 Unrealized -18.5%
RH RH 0.2%
Value ($000) $615 Shares 2,882 Est. Cost $117.76 Unrealized +65.7%
INSP INSPIRE MED SYS INC COM 0.2%
Value ($000) $565 Shares 7,608 Est. Cost $65.85 Unrealized -2.4%
ESNT ESSENT GROUP LTD 0.2%
Value ($000) $565 Shares 10,863 Est. Cost $33.83 Unrealized +38.5%
OFG ORIENTAL FINANCIAL GROUP INC 0.2%
Value ($000) $561 Shares 23,761 Est. Cost $16.19 Unrealized +34.9%
KTB KONTOOR BRANDS INC 0.2%
Value ($000) $561 Shares 13,368 Est. Cost $37.76 Unrealized 0.0%
UTMD UTAH MED PRODS INC COM 0.2%
Value ($000) $561 Shares 5,201 Est. Cost $86.95 Unrealized +16.5%
KEMET CORP 0.2%
Value ($000) $560 Shares 20,684 Est. Cost $18.46 Unrealized
COUPA SOFTWARE INC 0.2%
Value ($000) $555 Shares 3,795 Est. Cost $46.82 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC 0.2%
Value ($000) $551 Shares 4,930 Est. Cost $72.05 Unrealized +49.3%
RHP RYMAN HOSPITALITY PPTY COM 0.2%
Value ($000) $550 Shares 6,348 Est. Cost $83.23 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.2%
Value ($000) $548 Shares 25,702 Est. Cost $19.48 Unrealized
MERITOR INC 0.2%
Value ($000) $541 Shares 20,641 Est. Cost $20.30 Unrealized
KW KENNEDY WILSON HOLDINGS 0.2%
Value ($000) $539 Shares 24,175 Est. Cost $21.28 Unrealized +5.3%
WKC WORLD FUEL SERVICES CORP 0.2%
Value ($000) $536 Shares 12,335 Est. Cost $38.05 Unrealized +9.9%
TNDM TANDEM DIABETES CARE INC 0.2%
Value ($000) $533 Shares 8,944 Est. Cost $63.83 Unrealized -3.4%
SKYW SKYWEST INC 0.2%
Value ($000) $531 Shares 8,214 Est. Cost $35.51 Unrealized +71.5%
PCRX PACIRA BIOSCIENCES INC 0.2%
Value ($000) $531 Shares 11,719 Est. Cost $42.46 Unrealized +0.0%
EME EMCOR GROUP INC 0.2%
Value ($000) $527 Shares 6,107 Est. Cost $68.85 Unrealized +25.0%
MDC HOLDINGS INC 0.2%
Value ($000) $505 Shares 13,243 Est. Cost $28.12 Unrealized
DIN DINE BRANDS GLOBAL 0.2%
Value ($000) $504 Shares 6,029 Est. Cost $62.44 Unrealized -2.9%
ALTERYX INC 0.2%
Value ($000) $502 Shares 5,015 Est. Cost $38.13 Unrealized
MTG MGIC INVESTMENT CORP 0.2%
Value ($000) $491 Shares 34,646 Est. Cost $12.72 Unrealized +9.0%
FIX COMFORT SYSTEMS USA 0.2%
Value ($000) $489 Shares 9,816 Est. Cost $34.90 Unrealized +34.6%
KFRC KFORCE INC 0.2%
Value ($000) $488 Shares 12,289 Est. Cost $34.68 Unrealized +13.9%
PFBC PREFERRED BANK 0.2%
Value ($000) $483 Shares 8,039 Est. Cost $56.00 Unrealized -1.9%
AMERICAN EQUITY INVESTMENT LIF 0.2%
Value ($000) $481 Shares 16,082 Est. Cost $30.36 Unrealized
SWX SOUTHWEST GAS CORP COM 0.2%
Value ($000) $473 Shares 6,226 Est. Cost $72.23 Unrealized +12.6%
AGM FEDERAL AGRICULTURAL MORTGAGE 0.2%
Value ($000) $472 Shares 5,650 Est. Cost $56.44 Unrealized +18.9%
OTTR OTTER TAIL CORP 0.2%
Value ($000) $468 Shares 9,125 Est. Cost $39.25 Unrealized +11.4%
SYBT STOCK YARDS BANCORP INC 0.2%
Value ($000) $463 Shares 11,275 Est. Cost $39.70 Unrealized 0.0%
UCTT ULTRA CLEAN HOLDINGS INC 0.2%
Value ($000) $461 Shares 19,637 Est. Cost $20.22 Unrealized 0.0%
BOOT BOOT BARN HOLDINGS INC 0.2%
Value ($000) $459 Shares 10,314 Est. Cost $25.32 Unrealized +55.9%
ENSG ENSIGN GROUP INC 0.2%
Value ($000) $456 Shares 10,042 Est. Cost $19.50 Unrealized +112.8%
IBERIABANK CORP 0.2%
Value ($000) $453 Shares 6,060 Est. Cost $71.71 Unrealized
SNX SYNNEX CORPORATION 0.2%
Value ($000) $450 Shares 3,496 Est. Cost $51.85 Unrealized +8.7%
PDM PIEDMONT OFFICE REALTY TRUST I 0.2%
Value ($000) $440 Shares 19,776 Est. Cost $20.87 Unrealized
CENTERSTATE BANK CORP 0.2%
Value ($000) $433 Shares 17,335 Est. Cost $28.05 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $421 Shares 3,045 Est. Cost $137.61 Unrealized -1.5%
COWEN INC 0.2%
Value ($000) $419 Shares 26,614 Est. Cost $16.31 Unrealized
EVERBRIDGE INC 0.2%
Value ($000) $417 Shares 5,343 Est. Cost $56.81 Unrealized
RAYTHEON CO 0.2%
Value ($000) $416 Shares 1,895 Est. Cost $88.95 Unrealized
MBUU MALIBU BOATS, INC 0.1%
Value ($000) $392 Shares 9,584 Est. Cost $40.99 Unrealized -11.8%
INVA INNOVIVA, INC 0.1%
Value ($000) $388 Shares 27,416 Est. Cost $13.23 Unrealized -7.3%
FHI FEDERATED INVS INC PA CL B 0.1%
Value ($000) $383 Shares 11,750 Est. Cost $24.55 Unrealized 0.0%
WNC WABASH NATIONAL CORP 0.1%
Value ($000) $382 Shares 26,031 Est. Cost $13.04 Unrealized -0.4%
IAC INTERACTIVECORP COM 0.1%
Value ($000) $367 Shares 1,475 Est. Cost $156.61 Unrealized
JNJ JOHNSON JOHNSON 0.1%
Value ($000) $364 Shares 2,495 Est. Cost $94.65 Unrealized +20.5%
WK WORKIVA INC 0.1%
Value ($000) $360 Shares 8,553 Est. Cost $31.44 Unrealized +34.0%
VIACOMCBS INC 0.1%
Value ($000) $344 Shares 8,197 Est. Cost $41.97 Unrealized
DRIL-QUIP INC 0.1%
Value ($000) $341 Shares 7,274 Est. Cost $50.14 Unrealized
AARONS INC 0.1%
Value ($000) $322 Shares 5,635 Est. Cost $37.49 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $316 Shares 1,898 Est. Cost $139.45 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $312 Shares 3,307 Est. Cost $53.69 Unrealized +13.9%
IWM ISHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $310 Shares 1,870 Est. Cost $165.78 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $305 Shares 7,793 Est. Cost $26.71 Unrealized 0.0%
GIII G-III APPAREL GROUP LT COM 0.1%
Value ($000) $285 Shares 8,504 Est. Cost $43.25 Unrealized -34.7%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $254 Shares 4,000 Est. Cost $43.12 Unrealized +19.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $253 Shares 930 Est. Cost $194.57 Unrealized +16.4%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $243 Shares 1,423 Est. Cost $145.09 Unrealized 0.0%
INTERPUBLIC GROUP INC 0.1%
Value ($000) $243 Shares 10,510 Est. Cost $17.21 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $241 Shares 1,220 Est. Cost $177.58 Unrealized 0.0%
AIZ ASSURANT INC 0.1%
Value ($000) $240 Shares 1,830 Est. Cost $115.28 Unrealized 0.0%
KIM KIMCO REALTY CORP 0.1%
Value ($000) $238 Shares 11,470 Est. Cost $11.39 Unrealized +39.8%
CLF CLEVELAND CLIFFS INC 0.1%
Value ($000) $237 Shares 28,253 Est. Cost $9.44 Unrealized -20.5%
NRG NRG ENERGY INC 0.1%
Value ($000) $234 Shares 5,886 Est. Cost $22.78 Unrealized +44.7%
WU WESTERN UNION COMPANY 0.1%
Value ($000) $220 Shares 8,210 Est. Cost $26.80 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $217 Shares 3,410 Est. Cost $48.90 Unrealized 0.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $216 Shares 2,585 Est. Cost $55.97 Unrealized +31.1%
PAG PENSKE AUTOMOTIVE GROUP, INC. 0.1%
Value ($000) $215 Shares 4,275 Est. Cost $49.44 Unrealized 0.0%
MEREDITH CORPORATION 0.1%
Value ($000) $210 Shares 6,464 Est. Cost $51.15 Unrealized
JCI JOHNSON CONTROLS PLC 0.1%
Value ($000) $209 Shares 5,140 Est. Cost $37.01 Unrealized +0.2%
DTE DTE ENERGY 0.1%
Value ($000) $207 Shares 1,597 Est. Cost $88.96 Unrealized -1.7%
SINCLAIR BROADCAST GROUP INC 0.1%
Value ($000) $207 Shares 6,221 Est. Cost $53.67 Unrealized
HCC WARRIOR MET COAL INC 0.1%
Value ($000) $202 Shares 9,582 Est. Cost $27.36 Unrealized -25.4%
BMY CVR 0.0%
Value ($000) $40 Shares 13,429 Est. Cost $2.98 Unrealized