AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $210,493 (100.0% shares, 0.0% debt)

Holdings (141)

MSFT MICROSOFT CORP 4.2%
Value ($000) $8,796 Shares 43,220 Est. Cost $99.52 Unrealized +73.9%
AAPL APPLE INC 4.0%
Value ($000) $8,370 Shares 22,945 Est. Cost $28.97 Unrealized +159.2%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $5,349 Shares 18,134 Est. Cost $157.09 Unrealized +66.2%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $4,996 Shares 53,111 Est. Cost $47.76 Unrealized +71.1%
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $4,803 Shares 87,126 Est. Cost $36.60 Unrealized +11.3%
INTC INTEL CORP 2.3%
Value ($000) $4,801 Shares 80,237 Est. Cost $27.46 Unrealized +93.8%
T ATT INC 2.2%
Value ($000) $4,714 Shares 155,931 Est. Cost $12.78 Unrealized +21.2%
BAC BANK OF AMERICA CORP 2.1%
Value ($000) $4,409 Shares 185,630 Est. Cost $17.17 Unrealized +19.8%
AMGN AMGEN INC 2.1%
Value ($000) $4,363 Shares 18,498 Est. Cost $148.46 Unrealized +29.1%
CVS CVS HEALTH CORP 1.9%
Value ($000) $4,067 Shares 62,601 Est. Cost $59.25 Unrealized -11.2%
BMY BRISTOL MYERS 1.9%
Value ($000) $3,989 Shares 67,839 Est. Cost $44.98 Unrealized +6.6%
HD HOME DEPOT INC 1.8%
Value ($000) $3,848 Shares 15,362 Est. Cost $96.89 Unrealized +106.1%
ABBV ABBVIE INC 1.8%
Value ($000) $3,821 Shares 38,919 Est. Cost $61.88 Unrealized +13.9%
CVX CHEVRON CORP 1.7%
Value ($000) $3,610 Shares 40,457 Est. Cost $73.10 Unrealized -4.5%
BBY BEST BUY CO INC 1.7%
Value ($000) $3,605 Shares 41,303 Est. Cost $41.78 Unrealized +44.3%
MRK MERCK & CO INC 1.6%
Value ($000) $3,292 Shares 42,575 Est. Cost $65.38 Unrealized -3.8%
IBM INTL BUSINESS MACHINES CORP 1.6%
Value ($000) $3,263 Shares 27,017 Est. Cost $98.28 Unrealized -7.0%
URI UNITED RENTALS INC 1.5%
Value ($000) $3,123 Shares 20,956 Est. Cost $102.83 Unrealized +19.5%
C CITIGROUP INC 1.5%
Value ($000) $3,089 Shares 60,450 Est. Cost $52.37 Unrealized -26.1%
CMCSA COMCAST CLASS A 1.4%
Value ($000) $2,981 Shares 76,487 Est. Cost $30.98 Unrealized +5.8%
MS MORGAN STANLEY 1.4%
Value ($000) $2,949 Shares 61,056 Est. Cost $39.68 Unrealized -11.3%
ALL ALLSTATE CORP 1.4%
Value ($000) $2,876 Shares 29,656 Est. Cost $88.38 Unrealized -3.1%
CBRE CBRE GROUP INC CL A 1.3%
Value ($000) $2,822 Shares 62,407 Est. Cost $36.92 Unrealized +16.8%
AGG ISHARES BARCLAYS AGGREGATE BON 1.3%
Value ($000) $2,751 Shares 23,275 Est. Cost $108.79 Unrealized
MO ALTRIA GROUP INC 1.3%
Value ($000) $2,725 Shares 69,430 Est. Cost $23.75 Unrealized +5.1%
PPL PPL CORP 1.3%
Value ($000) $2,713 Shares 105,004 Est. Cost $21.37 Unrealized -3.4%
EXC EXELON CORP 1.3%
Value ($000) $2,688 Shares 74,070 Est. Cost $21.09 Unrealized +2.9%
FDX FEDERAL EXPRESS CORP 1.3%
Value ($000) $2,657 Shares 18,950 Est. Cost $113.18 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE 1.3%
Value ($000) $2,641 Shares 28,835 Est. Cost $85.14 Unrealized 0.0%
IVV ISHARES S&P 500 INDX 1.2%
Value ($000) $2,617 Shares 8,450 Est. Cost $309.70 Unrealized
GOOGL ALPHABET INC CLASS A 1.2%
Value ($000) $2,575 Shares 1,816 Est. Cost $58.16 Unrealized +15.1%
TGT TARGET CORP COM 1.2%
Value ($000) $2,436 Shares 20,313 Est. Cost $67.85 Unrealized +44.7%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $2,362 Shares 6,474 Est. Cost $316.45 Unrealized +2.3%
FMC F M C CORP COM NEW 1.1%
Value ($000) $2,356 Shares 23,648 Est. Cost $77.89 Unrealized 0.0%
TSN TYSON FOODS 1.1%
Value ($000) $2,304 Shares 38,594 Est. Cost $64.13 Unrealized -20.2%
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value ($000) $2,239 Shares 13,195 Est. Cost $181.68 Unrealized -7.7%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,196 Shares 31,351 Est. Cost $57.30 Unrealized -4.4%
PHM PULTE CORP 1.0%
Value ($000) $2,061 Shares 60,578 Est. Cost $19.99 Unrealized +41.9%
CE CELANESE CORP 1.0%
Value ($000) $2,053 Shares 23,773 Est. Cost $52.51 Unrealized +43.5%
EBAY EBAY INC COM 1.0%
Value ($000) $2,034 Shares 38,784 Est. Cost $38.43 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $1,977 Shares 6,432 Est. Cost $298.50 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $1,959 Shares 33,301 Est. Cost $30.77 Unrealized +55.1%
MPC MARATHON PETROLEUM CORP 0.9%
Value ($000) $1,898 Shares 50,765 Est. Cost $38.67 Unrealized -29.7%
GS GOLDMAN SACHS GROUP INC COM 0.9%
Value ($000) $1,851 Shares 9,365 Est. Cost $164.18 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER INC. 0.9%
Value ($000) $1,805 Shares 22,665 Est. Cost $53.99 Unrealized +23.4%
AVGO BROADCOM INC 0.8%
Value ($000) $1,760 Shares 5,576 Est. Cost $20.00 Unrealized +22.6%
PVH PVH CORP 0.7%
Value ($000) $1,552 Shares 32,301 Est. Cost $121.15 Unrealized -61.8%
AKAM AKAMAI TECHNOLOGIES INC 0.7%
Value ($000) $1,523 Shares 14,222 Est. Cost $92.71 Unrealized +8.4%
HIG HARTFORD FINL SVCS 0.7%
Value ($000) $1,493 Shares 38,722 Est. Cost $41.83 Unrealized -19.5%
RHI ROBERT HALF INTL 0.7%
Value ($000) $1,487 Shares 28,145 Est. Cost $65.90 Unrealized -28.0%
DPZ DOMINO'S PIZZA, INC 0.7%
Value ($000) $1,433 Shares 3,880 Est. Cost $343.88 Unrealized 0.0%
KHC KRAFT HEINZ 0.7%
Value ($000) $1,394 Shares 43,713 Est. Cost $23.07 Unrealized 0.0%
HORIZON THERAPEUTICS PLC 0.6%
Value ($000) $1,330 Shares 23,925 Est. Cost $25.36 Unrealized
TNDM TANDEM DIABETES CARE INC 0.6%
Value ($000) $1,312 Shares 13,264 Est. Cost $65.86 Unrealized +21.2%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $1,293 Shares 16,800 Est. Cost $61.47 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP 0.6%
Value ($000) $1,213 Shares 32,973 Est. Cost $29.61 Unrealized -10.1%
COUPA SOFTWARE INC 0.5%
Value ($000) $1,127 Shares 4,067 Est. Cost $64.27 Unrealized
MDT MEDTRONIC PLC 0.5%
Value ($000) $1,121 Shares 12,230 Est. Cost $90.18 Unrealized -9.3%
LIMELIGHT NETWORKS INC 0.5%
Value ($000) $1,007 Shares 136,857 Est. Cost $7.36 Unrealized
INSP INSPIRE MED SYS INC COM 0.5%
Value ($000) $953 Shares 10,948 Est. Cost $68.33 Unrealized +12.5%
ALTERYX INC 0.4%
Value ($000) $923 Shares 5,621 Est. Cost $50.31 Unrealized
LAM RESEARCH CORPORATION 0.4%
Value ($000) $915 Shares 2,829 Est. Cost $240.12 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.4%
Value ($000) $907 Shares 17,289 Est. Cost $42.16 Unrealized -0.9%
TRUP TRUPANION INC 0.4%
Value ($000) $891 Shares 20,879 Est. Cost $31.28 Unrealized +3.4%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $884 Shares 3,420 Est. Cost $210.56 Unrealized 0.0%
VCYT VERACYTE INC 0.4%
Value ($000) $879 Shares 33,923 Est. Cost $14.77 Unrealized +68.6%
GNRC GENERAC HOLDINGS INC 0.4%
Value ($000) $853 Shares 6,993 Est. Cost $59.77 Unrealized +76.2%
ASGN ASGN INCORPORATED 0.4%
Value ($000) $844 Shares 12,659 Est. Cost $73.01 Unrealized -27.3%
PERSPECTA INC COM 0.4%
Value ($000) $831 Shares 35,771 Est. Cost $19.99 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $811 Shares 19,299 Est. Cost $52.46 Unrealized -37.3%
EVERBRIDGE INC 0.4%
Value ($000) $803 Shares 5,804 Est. Cost $64.02 Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $798 Shares 9,964 Est. Cost $66.35 Unrealized 0.0%
PFSI PENNYMAC FINANCIAL SERVICES IN 0.4%
Value ($000) $784 Shares 18,767 Est. Cost $29.83 Unrealized -1.2%
MBUU MALIBU BOATS, INC 0.4%
Value ($000) $758 Shares 14,596 Est. Cost $40.54 Unrealized -1.4%
RH RH 0.3%
Value ($000) $727 Shares 2,922 Est. Cost $132.23 Unrealized +37.0%
BCC BOISE CASCADE CO 0.3%
Value ($000) $711 Shares 18,900 Est. Cost $24.48 Unrealized -7.4%
NOMD NOMAD FOODS LIMITED 0.3%
Value ($000) $690 Shares 32,190 Est. Cost $20.37 Unrealized +2.4%
WYNDHAM DESTINATIONS INC 0.3%
Value ($000) $684 Shares 24,275 Est. Cost $62.91 Unrealized
WK WORKIVA INC 0.3%
Value ($000) $683 Shares 12,773 Est. Cost $34.78 Unrealized +17.8%
MDC HOLDINGS INC 0.3%
Value ($000) $659 Shares 18,453 Est. Cost $26.73 Unrealized
JACK JACK IN THE BOX INC 0.3%
Value ($000) $654 Shares 8,826 Est. Cost $61.63 Unrealized 0.0%
UTMD UTAH MED PRODS INC COM 0.3%
Value ($000) $650 Shares 7,331 Est. Cost $88.68 Unrealized +1.2%
SYBT STOCK YARDS BANCORP INC 0.3%
Value ($000) $646 Shares 16,062 Est. Cost $38.62 Unrealized -15.6%
SWX SOUTHWEST GAS CORP COM 0.3%
Value ($000) $641 Shares 9,276 Est. Cost $72.12 Unrealized +0.9%
INVA INNOVIVA, INC 0.3%
Value ($000) $629 Shares 44,986 Est. Cost $13.23 Unrealized +2.8%
ENSG ENSIGN GROUP INC 0.3%
Value ($000) $626 Shares 14,952 Est. Cost $27.28 Unrealized +43.4%
COWEN INC 0.3%
Value ($000) $624 Shares 38,509 Est. Cost $14.25 Unrealized
UCTT ULTRA CLEAN HOLDINGS INC 0.3%
Value ($000) $616 Shares 27,207 Est. Cost $20.50 Unrealized -7.3%
BGS B&G FOODS INC 0.3%
Value ($000) $607 Shares 24,898 Est. Cost $13.10 Unrealized 0.0%
JBL JABIL CIRCUIT INC 0.3%
Value ($000) $606 Shares 18,892 Est. Cost $25.73 Unrealized +9.2%
VAC MARRIOTT VACATIONS WRL 0.3%
Value ($000) $595 Shares 7,241 Est. Cost $111.73 Unrealized -27.1%
SVC SERVICE PROPERTIES TRUST 0.3%
Value ($000) $585 Shares 82,568 Est. Cost $21.12 Unrealized
EME EMCOR GROUP INC 0.3%
Value ($000) $575 Shares 8,697 Est. Cost $70.81 Unrealized -13.3%
FIX COMFORT SYSTEMS USA 0.3%
Value ($000) $571 Shares 14,016 Est. Cost $37.28 Unrealized -7.5%
AMERICAN EQUITY INVESTMENT LIF 0.3%
Value ($000) $565 Shares 22,882 Est. Cost $26.92 Unrealized
MERITOR INC 0.3%
Value ($000) $564 Shares 28,461 Est. Cost $18.36 Unrealized
EVER EVERQUOTE INC. 0.3%
Value ($000) $550 Shares 9,460 Est. Cost $35.21 Unrealized +33.5%
SNX SYNNEX CORPORATION 0.3%
Value ($000) $548 Shares 4,573 Est. Cost $53.35 Unrealized -18.0%
ESNT ESSENT GROUP LTD 0.3%
Value ($000) $547 Shares 15,083 Est. Cost $35.54 Unrealized -21.9%
SBRA SABRA HEALTH CARE REIT INC 0.3%
Value ($000) $537 Shares 37,202 Est. Cost $16.83 Unrealized
KW KENNEDY WILSON HOLDINGS 0.3%
Value ($000) $528 Shares 34,695 Est. Cost $20.87 Unrealized -31.0%
THC TENET HEALTHCARE 0.2%
Value ($000) $524 Shares 28,928 Est. Cost $25.99 Unrealized -24.2%
OTTR OTTER TAIL CORP 0.2%
Value ($000) $521 Shares 13,425 Est. Cost $40.22 Unrealized -10.5%
DY DYCOM INDUSTRIES 0.2%
Value ($000) $518 Shares 12,676 Est. Cost $34.55 Unrealized 0.0%
PACIFIC PREMIER BANCOR COM 0.2%
Value ($000) $510 Shares 23,515 Est. Cost $21.69 Unrealized
AGM FEDERAL AGRICULTURAL MORTGAGE 0.2%
Value ($000) $509 Shares 7,950 Est. Cost $56.87 Unrealized -9.9%
PDM PIEDMONT OFFICE REALTY TRUST I 0.2%
Value ($000) $507 Shares 30,514 Est. Cost $19.75 Unrealized
HCC WARRIOR MET COAL INC 0.2%
Value ($000) $495 Shares 32,152 Est. Cost $20.84 Unrealized -34.6%
FHI FEDERATED HERMES INC 0.2%
Value ($000) $494 Shares 20,841 Est. Cost $23.64 Unrealized -28.3%
FISV FISERV INC 0.2%
Value ($000) $494 Shares 5,058 Est. Cost $102.09 Unrealized -1.4%
MCK MCKESSON CORP 0.2%
Value ($000) $488 Shares 3,180 Est. Cost $137.68 Unrealized +1.1%
MC MOELIS & COMPANY 0.2%
Value ($000) $461 Shares 14,794 Est. Cost $21.96 Unrealized -2.0%
ABG ASBURY AUTOMOTIVE GROUP INC 0.2%
Value ($000) $458 Shares 5,922 Est. Cost $75.38 Unrealized -10.9%
BHE BENCHMARK ELECTRONICS 0.2%
Value ($000) $380 Shares 17,587 Est. Cost $24.58 Unrealized -25.3%
WKC WORLD FUEL SERVICES CORP 0.2%
Value ($000) $369 Shares 14,335 Est. Cost $37.50 Unrealized -34.4%
SOUTH ST CORP COM 0.2%
Value ($000) $366 Shares 7,684 Est. Cost $47.63 Unrealized
SKYW SKYWEST INC 0.2%
Value ($000) $358 Shares 10,964 Est. Cost $38.85 Unrealized -23.8%
JNJ JOHNSON JOHNSON 0.2%
Value ($000) $323 Shares 2,295 Est. Cost $94.65 Unrealized +31.3%
DRIL-QUIP INC 0.2%
Value ($000) $322 Shares 10,825 Est. Cost $43.55 Unrealized
RHP RYMAN HOSPITALITY PPTY COM 0.2%
Value ($000) $317 Shares 9,153 Est. Cost $68.57 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $313 Shares 2,212 Est. Cost $112.14 Unrealized +0.5%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $301 Shares 2,005 Est. Cost $116.82 Unrealized 0.0%
BOOT BOOT BARN HOLDINGS INC 0.1%
Value ($000) $290 Shares 13,460 Est. Cost $26.91 Unrealized -27.3%
GIII G-III APPAREL GROUP LT COM 0.1%
Value ($000) $273 Shares 20,534 Est. Cost $31.21 Unrealized -64.7%
RTX RAYTHEON TECHNOLOGIES CORPORAT 0.1%
Value ($000) $267 Shares 4,329 Est. Cost $54.61 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $254 Shares 5,047 Est. Cost $106.47 Unrealized -58.2%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $250 Shares 4,000 Est. Cost $43.12 Unrealized +22.5%
NRG NRG ENERGY INC 0.1%
Value ($000) $246 Shares 7,542 Est. Cost $27.85 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.1%
Value ($000) $245 Shares 3,729 Est. Cost $40.79 Unrealized 0.0%
EBIX INC 0.1%
Value ($000) $243 Shares 10,847 Est. Cost $15.21 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $236 Shares 899 Est. Cost $169.47 Unrealized +45.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $223 Shares 930 Est. Cost $194.57 Unrealized +13.2%
SJM JM SMUCKER 0.1%
Value ($000) $212 Shares 2,007 Est. Cost $93.45 Unrealized 0.0%
PCAR PACCAR INC 0.1%
Value ($000) $211 Shares 2,820 Est. Cost $33.75 Unrealized +13.0%
BAX BAXTER INTL INC 0.1%
Value ($000) $204 Shares 2,370 Est. Cost $77.66 Unrealized 0.0%
JCI JOHNSON CONTROLS PLC 0.1%
Value ($000) $203 Shares 5,950 Est. Cost $27.45 Unrealized 0.0%
TRIUMPH GROUP 0.1%
Value ($000) $201 Shares 22,299 Est. Cost $6.76 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $188 Shares 18,704 Est. Cost $10.05 Unrealized
HPQ HP INC 0.1%
Value ($000) $184 Shares 10,571 Est. Cost $13.08 Unrealized 0.0%
MEREDITH CORPORATION 0.1%
Value ($000) $156 Shares 10,694 Est. Cost $31.11 Unrealized
BMY CVR 0.0%
Value ($000) $48 Shares 13,326 Est. Cost $2.98 Unrealized