AFFINITY INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001520601 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $221,574 (100.0% shares, 0.0% debt)

Holdings (158)

AAPL APPLE INC 3.4%
Value ($000) $7,547 Shares 55,101 Est. Cost $84.52 Unrealized +49.6%
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,251 Shares 26,766 Est. Cost $99.52 Unrealized +145.9%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $5,199 Shares 33,425 Est. Cost $49.71 Unrealized +181.1%
BAC BANK OF AMERICA CORP 2.0%
Value ($000) $4,431 Shares 107,481 Est. Cost $17.24 Unrealized +112.1%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $4,173 Shares 10,422 Est. Cost $157.09 Unrealized +134.9%
VZ VERIZON COMMUNICATIONS INC 1.7%
Value ($000) $3,719 Shares 66,371 Est. Cost $37.47 Unrealized +15.9%
TGT TARGET CORP COM 1.6%
Value ($000) $3,470 Shares 14,354 Est. Cost $67.85 Unrealized +182.3%
CVS CVS HEALTH CORP 1.6%
Value ($000) $3,456 Shares 41,424 Est. Cost $58.71 Unrealized +20.0%
FDX FEDERAL EXPRESS CORP 1.5%
Value ($000) $3,402 Shares 11,404 Est. Cost $113.99 Unrealized +137.1%
MS MORGAN STANLEY 1.5%
Value ($000) $3,372 Shares 36,775 Est. Cost $39.90 Unrealized +84.7%
URI UNITED RENTALS INC 1.5%
Value ($000) $3,343 Shares 10,478 Est. Cost $102.83 Unrealized +204.1%
BMY BRISTOL MYERS 1.5%
Value ($000) $3,225 Shares 48,257 Est. Cost $45.17 Unrealized +19.3%
WFC WELLS FARGO & CO 1.4%
Value ($000) $3,197 Shares 70,587 Est. Cost $39.98 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 1.4%
Value ($000) $3,154 Shares 20,390 Est. Cost $105.41 Unrealized +31.5%
T ATT INC 1.4%
Value ($000) $3,147 Shares 109,355 Est. Cost $13.10 Unrealized +29.7%
CMCSA COMCAST CLASS A 1.4%
Value ($000) $3,083 Shares 54,077 Est. Cost $31.71 Unrealized +54.7%
CBRE CBRE GROUP INC CL A 1.4%
Value ($000) $3,081 Shares 35,941 Est. Cost $36.92 Unrealized +131.2%
GOOGL ALPHABET INC CLASS A 1.4%
Value ($000) $3,055 Shares 1,251 Est. Cost $58.16 Unrealized +99.3%
CVX CHEVRON CORP 1.4%
Value ($000) $3,039 Shares 29,015 Est. Cost $72.62 Unrealized +19.9%
ABBV ABBVIE INC 1.4%
Value ($000) $3,021 Shares 26,819 Est. Cost $63.33 Unrealized +49.6%
DE DEERE & CO 1.3%
Value ($000) $2,822 Shares 8,000 Est. Cost $307.48 Unrealized +11.5%
HD HOME DEPOT INC 1.2%
Value ($000) $2,768 Shares 8,681 Est. Cost $99.30 Unrealized +185.8%
MRK MERCK & CO INC 1.2%
Value ($000) $2,564 Shares 32,973 Est. Cost $65.40 Unrealized -1.9%
BBY BEST BUY CO INC 1.2%
Value ($000) $2,550 Shares 22,179 Est. Cost $41.78 Unrealized +127.3%
GS GOLDMAN SACHS GROUP INC COM 1.1%
Value ($000) $2,427 Shares 6,394 Est. Cost $166.52 Unrealized +91.8%
LYB LYONDELLBASELL INDUSTRIES NV 1.1%
Value ($000) $2,389 Shares 23,222 Est. Cost $77.96 Unrealized 0.0%
QCOM QUALCOMM INC 1.1%
Value ($000) $2,354 Shares 16,471 Est. Cost $125.28 Unrealized -2.5%
AVGO BROADCOM INC 1.0%
Value ($000) $2,273 Shares 4,766 Est. Cost $22.80 Unrealized +84.4%
OKTA OKTA INC CLASS A 1.0%
Value ($000) $2,265 Shares 9,259 Est. Cost $237.69 Unrealized +1.5%
PHM PULTE CORP 1.0%
Value ($000) $2,242 Shares 41,081 Est. Cost $20.52 Unrealized +160.4%
EXC EXELON CORP 1.0%
Value ($000) $2,208 Shares 49,824 Est. Cost $21.16 Unrealized +29.3%
AKAM AKAMAI TECHNOLOGIES INC 1.0%
Value ($000) $2,171 Shares 18,623 Est. Cost $102.05 Unrealized +9.3%
PFE PFIZER INC 1.0%
Value ($000) $2,150 Shares 54,905 Est. Cost $30.99 Unrealized 0.0%
MET METLIFE INC 1.0%
Value ($000) $2,144 Shares 35,824 Est. Cost $55.07 Unrealized 0.0%
MO ALTRIA GROUP INC 1.0%
Value ($000) $2,114 Shares 44,334 Est. Cost $23.75 Unrealized +43.0%
DRI DARDEN RESTAURANTS INC 0.9%
Value ($000) $2,066 Shares 14,154 Est. Cost $121.23 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.9%
Value ($000) $2,066 Shares 26,466 Est. Cost $32.57 Unrealized +102.6%
EBAY EBAY INC COM 0.9%
Value ($000) $2,065 Shares 29,415 Est. Cost $38.43 Unrealized +50.2%
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $2,021 Shares 5,562 Est. Cost $298.45 Unrealized +11.8%
TSN TYSON FOODS 0.9%
Value ($000) $2,003 Shares 27,155 Est. Cost $62.90 Unrealized +6.9%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $1,957 Shares 28,423 Est. Cost $57.74 Unrealized -3.3%
PPL PPL CORP 0.8%
Value ($000) $1,871 Shares 66,880 Est. Cost $21.39 Unrealized +13.5%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $1,853 Shares 18,695 Est. Cost $57.37 Unrealized +33.2%
TPR TAPESTRY INC 0.8%
Value ($000) $1,710 Shares 39,334 Est. Cost $39.42 Unrealized 0.0%
CMI CUMMINS INC 0.7%
Value ($000) $1,638 Shares 6,720 Est. Cost $196.03 Unrealized +16.5%
FCX FREEPORT MCMORAN COPPER GOLD 0.7%
Value ($000) $1,629 Shares 43,906 Est. Cost $30.35 Unrealized +20.4%
IBM INTL BUSINESS MACHINES CORP 0.7%
Value ($000) $1,547 Shares 10,554 Est. Cost $97.68 Unrealized +16.1%
USB US BANCORP (NEW) 0.7%
Value ($000) $1,534 Shares 26,918 Est. Cost $33.86 Unrealized +41.0%
CE CELANESE CORP 0.7%
Value ($000) $1,494 Shares 9,852 Est. Cost $95.21 Unrealized +54.2%
WY WEYERHAUSER CO. 0.7%
Value ($000) $1,480 Shares 42,988 Est. Cost $24.49 Unrealized +24.6%
AGG ISHARES BARCLAYS AGGREGATE BON 0.7%
Value ($000) $1,465 Shares 12,700 Est. Cost $108.79 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $1,440 Shares 6,234 Est. Cost $181.50 Unrealized +15.3%
MAS MASCO CORP 0.6%
Value ($000) $1,435 Shares 24,356 Est. Cost $50.70 Unrealized +11.5%
AEP AMERICAN ELECTRIC POWER INC. 0.6%
Value ($000) $1,392 Shares 16,455 Est. Cost $56.69 Unrealized +28.3%
VISTA OUTDOOR INC 0.6%
Value ($000) $1,348 Shares 29,122 Est. Cost $23.76 Unrealized
LAM RESEARCH CORPORATION 0.6%
Value ($000) $1,301 Shares 2,000 Est. Cost $289.46 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $1,259 Shares 5,165 Est. Cost $148.46 Unrealized +43.1%
THC TENET HEALTHCARE 0.6%
Value ($000) $1,234 Shares 18,418 Est. Cost $25.99 Unrealized +138.7%
RH RH 0.5%
Value ($000) $1,213 Shares 1,786 Est. Cost $132.23 Unrealized +391.1%
KHC KRAFT HEINZ 0.5%
Value ($000) $1,208 Shares 29,627 Est. Cost $23.07 Unrealized +46.6%
COWEN INC 0.5%
Value ($000) $1,198 Shares 29,192 Est. Cost $14.25 Unrealized
SANDERSON ANDERSON FARMS INC 0.5%
Value ($000) $1,194 Shares 6,354 Est. Cost $187.91 Unrealized
WK WORKIVA INC 0.5%
Value ($000) $1,173 Shares 10,539 Est. Cost $34.78 Unrealized +179.1%
TRUP TRUPANION INC 0.5%
Value ($000) $1,150 Shares 9,989 Est. Cost $31.28 Unrealized +178.1%
CMC COMMERCIAL METALS CO 0.5%
Value ($000) $1,147 Shares 37,352 Est. Cost $19.17 Unrealized +51.4%
CUBI CUSTOMERS BANCORP 0.5%
Value ($000) $1,114 Shares 28,568 Est. Cost $26.31 Unrealized +36.8%
HORIZON THERAPEUTICS PLC 0.5%
Value ($000) $1,103 Shares 11,779 Est. Cost $25.36 Unrealized
FAF FIRST AMERICAN FINANCIAL 0.5%
Value ($000) $1,089 Shares 17,465 Est. Cost $42.91 Unrealized +26.1%
EME EMCOR GROUP INC 0.5%
Value ($000) $1,067 Shares 8,664 Est. Cost $70.81 Unrealized +69.6%
MED MEDIFAST INC 0.5%
Value ($000) $1,061 Shares 3,749 Est. Cost $210.66 Unrealized +14.0%
BCC BOISE CASCADE CO 0.5%
Value ($000) $1,059 Shares 18,146 Est. Cost $24.48 Unrealized +100.3%
ENSG ENSIGN GROUP INC 0.5%
Value ($000) $1,057 Shares 12,192 Est. Cost $27.28 Unrealized +213.5%
ACH OWENS & MINOR INC 0.5%
Value ($000) $1,052 Shares 24,854 Est. Cost $25.71 Unrealized +51.3%
MR. COOPER GROUP INC 0.5%
Value ($000) $1,033 Shares 31,233 Est. Cost $22.33 Unrealized
MEI METHODE ELECTRS INC COM 0.5%
Value ($000) $1,025 Shares 20,823 Est. Cost $35.62 Unrealized +13.9%
AX AXOS FINANCIAL INC 0.5%
Value ($000) $1,021 Shares 22,016 Est. Cost $31.61 Unrealized +47.8%
UCTT ULTRA CLEAN HOLDINGS INC 0.5%
Value ($000) $1,015 Shares 18,888 Est. Cost $20.50 Unrealized +161.1%
TRITON INTERNATIONAL LTD 0.5%
Value ($000) $1,013 Shares 19,354 Est. Cost $48.98 Unrealized
INSP INSPIRE MED SYS INC COM 0.5%
Value ($000) $999 Shares 5,168 Est. Cost $68.33 Unrealized +190.2%
BLDR BUILDERS FIRSTSOURCE INC 0.5%
Value ($000) $998 Shares 23,406 Est. Cost $35.42 Unrealized +30.9%
ABG ASBURY AUTOMOTIVE GROUP INC 0.4%
Value ($000) $990 Shares 5,775 Est. Cost $75.38 Unrealized +155.1%
JACK JACK IN THE BOX INC 0.4%
Value ($000) $985 Shares 8,835 Est. Cost $61.63 Unrealized +89.7%
ASGN ASGN INCORPORATED 0.4%
Value ($000) $979 Shares 10,098 Est. Cost $73.01 Unrealized +39.9%
EAT BRINKER INTL INC 0.4%
Value ($000) $953 Shares 15,409 Est. Cost $49.40 Unrealized +28.0%
HWC HANCOCK WHITNEY CORP 0.4%
Value ($000) $945 Shares 21,258 Est. Cost $46.52 Unrealized 0.0%
PCRX PACIRA BIOSCIENCES INC 0.4%
Value ($000) $944 Shares 15,559 Est. Cost $42.16 Unrealized +50.1%
LDOS LEIDOS HLDGS INC COM 0.4%
Value ($000) $939 Shares 9,292 Est. Cost $92.72 Unrealized +4.2%
APAM ARTISAN PARTNERS ASSET MANAGEM 0.4%
Value ($000) $930 Shares 18,291 Est. Cost $22.85 Unrealized +52.3%
FUL H.B. FULLER COMPANY 0.4%
Value ($000) $912 Shares 14,330 Est. Cost $53.42 Unrealized +18.3%
LOW LOWE'S COMPANIES 0.4%
Value ($000) $911 Shares 4,697 Est. Cost $141.24 Unrealized +27.1%
MCHB HOMESTREET INC 0.4%
Value ($000) $892 Shares 21,887 Est. Cost $32.14 Unrealized +34.1%
INARI MEDICAL INC 0.4%
Value ($000) $889 Shares 9,530 Est. Cost $87.30 Unrealized
MERITOR INC 0.4%
Value ($000) $880 Shares 37,566 Est. Cost $19.59 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC 0.4%
Value ($000) $849 Shares 65,977 Est. Cost $10.94 Unrealized +4.6%
HZO MARINEMAX INC 0.4%
Value ($000) $846 Shares 17,360 Est. Cost $47.17 Unrealized +10.6%
SKT TANGER FACTORY OUTLET CENTERS, 0.4%
Value ($000) $845 Shares 44,846 Est. Cost $18.84 Unrealized
ATLAS AIR WORLDWIDE HOLDINGS I 0.4%
Value ($000) $835 Shares 12,260 Est. Cost $60.75 Unrealized
MBUU MALIBU BOATS, INC 0.4%
Value ($000) $831 Shares 11,338 Est. Cost $40.54 Unrealized +96.3%
VREX VAREX IMAGING CORP 0.4%
Value ($000) $831 Shares 30,980 Est. Cost $24.52 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY TRUST I 0.4%
Value ($000) $815 Shares 44,119 Est. Cost $19.12 Unrealized
VCYT VERACYTE INC 0.4%
Value ($000) $806 Shares 20,156 Est. Cost $14.77 Unrealized +189.4%
TSLA TESLA INC 0.4%
Value ($000) $801 Shares 1,178 Est. Cost $251.06 Unrealized -13.5%
EVTC EVERTEC 0.4%
Value ($000) $795 Shares 18,210 Est. Cost $36.21 Unrealized +14.0%
BHE BENCHMARK ELECTRONICS 0.4%
Value ($000) $793 Shares 27,872 Est. Cost $22.23 Unrealized +22.1%
BVS BIOVENTUS INC 0.4%
Value ($000) $791 Shares 44,940 Est. Cost $16.11 Unrealized 0.0%
EVERBRIDGE INC 0.4%
Value ($000) $784 Shares 5,758 Est. Cost $64.02 Unrealized
TPC TUTOR PERINI CORP 0.4%
Value ($000) $778 Shares 56,203 Est. Cost $12.27 Unrealized +29.9%
ALLO ALLOGENE THERAPEUTICS INC 0.4%
Value ($000) $776 Shares 29,757 Est. Cost $35.09 Unrealized -18.7%
JBL JABIL CIRCUIT INC 0.4%
Value ($000) $776 Shares 13,350 Est. Cost $25.73 Unrealized +110.5%
HAL HALLIBURTON CO 0.3%
Value ($000) $775 Shares 33,520 Est. Cost $13.17 Unrealized +54.5%
MGY MAGNOLIA OIL & GAS CORP 0.3%
Value ($000) $770 Shares 49,240 Est. Cost $12.85 Unrealized 0.0%
MDC HOLDINGS INC 0.3%
Value ($000) $753 Shares 14,881 Est. Cost $29.14 Unrealized
MBIN MERCHANTS BANCORP 0.3%
Value ($000) $751 Shares 19,127 Est. Cost $26.40 Unrealized 0.0%
AOSL ALPHA AND OMEGA SEMICONDUCTOR 0.3%
Value ($000) $731 Shares 24,046 Est. Cost $32.84 Unrealized -6.4%
NTGR NETGEAR INC 0.3%
Value ($000) $731 Shares 19,076 Est. Cost $41.23 Unrealized -5.9%
CNXC CONCENTRIX CORP 0.3%
Value ($000) $709 Shares 4,410 Est. Cost $90.48 Unrealized +57.5%
SBRA SABRA HEALTH CARE REIT INC 0.3%
Value ($000) $702 Shares 38,551 Est. Cost $16.92 Unrealized
COHU COHU INC 0.3%
Value ($000) $685 Shares 18,621 Est. Cost $27.28 Unrealized +45.4%
LEXINGTON CP PPTYS TT COM 0.3%
Value ($000) $685 Shares 57,356 Est. Cost $10.45 Unrealized
CNX CNX RESOURCES CORP 0.3%
Value ($000) $653 Shares 47,810 Est. Cost $10.08 Unrealized +38.8%
SYKE ENTERPRISES INC 0.3%
Value ($000) $645 Shares 12,012 Est. Cost $44.07 Unrealized
DISH NETWORK CORP-A 0.3%
Value ($000) $643 Shares 15,394 Est. Cost $33.43 Unrealized
AVNT AVIENT CORP 0.3%
Value ($000) $608 Shares 12,358 Est. Cost $39.54 Unrealized +13.9%
OMC OMNICOM GROUP COM 0.3%
Value ($000) $598 Shares 7,473 Est. Cost $68.98 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $593 Shares 9,744 Est. Cost $46.01 Unrealized +2.6%
MCK MCKESSON CORP 0.3%
Value ($000) $587 Shares 3,071 Est. Cost $138.87 Unrealized +35.5%
OTTR OTTER TAIL CORP 0.3%
Value ($000) $574 Shares 11,768 Est. Cost $40.22 Unrealized +5.5%
SPG SIMON PROPERTY GROUP 0.3%
Value ($000) $560 Shares 4,290 Est. Cost $96.29 Unrealized 0.0%
SWX SOUTHWEST GAS CORP COM 0.2%
Value ($000) $535 Shares 8,076 Est. Cost $72.12 Unrealized -5.4%
JCI JOHNSON CONTROLS PLC 0.2%
Value ($000) $479 Shares 6,983 Est. Cost $31.63 Unrealized +86.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $418 Shares 3,204 Est. Cost $87.97 Unrealized +31.1%
EVER EVERQUOTE INC. 0.2%
Value ($000) $405 Shares 12,378 Est. Cost $37.52 Unrealized -11.2%
C CITIGROUP INC 0.2%
Value ($000) $351 Shares 4,967 Est. Cost $51.01 Unrealized +23.0%
STX SEAGATE TECHNOLOGY PLC 0.2%
Value ($000) $342 Shares 3,888 Est. Cost $77.58 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $335 Shares 3,366 Est. Cost $31.93 Unrealized +44.0%
MMM 3M CO COM 0.2%
Value ($000) $333 Shares 1,674 Est. Cost $119.90 Unrealized +17.1%
QRVO QORVO INC 0.1%
Value ($000) $329 Shares 1,684 Est. Cost $147.19 Unrealized +25.3%
L BRANDS INC 0.1%
Value ($000) $326 Shares 4,522 Est. Cost $72.09 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $324 Shares 2,849 Est. Cost $117.16 Unrealized 0.0%
SJM JM SMUCKER 0.1%
Value ($000) $324 Shares 2,503 Est. Cost $94.62 Unrealized +20.3%
AZO AUTOZONE INC. 0.1%
Value ($000) $313 Shares 210 Est. Cost $1158.08 Unrealized +25.2%
NRG NRG ENERGY INC 0.1%
Value ($000) $307 Shares 7,612 Est. Cost $27.89 Unrealized +13.8%
HPQ HP INC 0.1%
Value ($000) $306 Shares 10,126 Est. Cost $14.36 Unrealized +89.3%
ACN ACCENTURE LTD 0.1%
Value ($000) $291 Shares 986 Est. Cost $268.15 Unrealized 0.0%
GEN NORTONLIFELOCK INC. 0.1%
Value ($000) $285 Shares 10,462 Est. Cost $22.60 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $274 Shares 7,047 Est. Cost $35.69 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $272 Shares 3,493 Est. Cost $52.75 Unrealized +39.5%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $270 Shares 1,084 Est. Cost $121.45 Unrealized +93.7%
PH PARKER-HANNIFIN 0.1%
Value ($000) $267 Shares 870 Est. Cost $182.81 Unrealized +59.2%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $264 Shares 4,000 Est. Cost $43.12 Unrealized +39.0%
CI CIGNA CORP COM 0.1%
Value ($000) $244 Shares 1,030 Est. Cost $229.72 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORPORAT 0.1%
Value ($000) $237 Shares 2,779 Est. Cost $65.24 Unrealized +16.0%
CDW CDW CORP 0.1%
Value ($000) $226 Shares 1,293 Est. Cost $162.84 Unrealized 0.0%
TNL TRAVEL LEISURE CO 0.1%
Value ($000) $220 Shares 3,697 Est. Cost $45.04 Unrealized +17.2%
DTE DTE ENERGY 0.1%
Value ($000) $219 Shares 1,687 Est. Cost $88.73 Unrealized +12.9%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $212 Shares 4,365 Est. Cost $41.04 Unrealized 0.0%
ALLY ALLY FINANCIAL INC 0.1%
Value ($000) $208 Shares 4,183 Est. Cost $18.74 Unrealized +133.6%
CTSH COGNIZANT TECH SOLUTIONS 0.1%
Value ($000) $201 Shares 2,897 Est. Cost $70.25 Unrealized -1.4%