AR

Advisory Research Portfolio holdings

AUM $761M
1-Year Est. Return 28.59%
This Quarter Est. Return
1 Year Est. Return
+28.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.69B
AUM Growth
-$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1 +$69.4M
2 +$67.6M
3 +$36.8M
4
DK icon
Delek US
DK
+$30.8M
5
SAFE
Safehold
SAFE
+$28.9M

Top Sells

1 +$104M
2 +$84.8M
3 +$48.7M
4
CRZO
Carrizo Oil & Gas Inc
CRZO
+$31.6M
5
JEF icon
Jefferies Financial Group
JEF
+$29.1M

Sector Composition

1 Energy 48.73%
2 Financials 12.11%
3 Industrials 8.9%
4 Consumer Discretionary 8.24%
5 Real Estate 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$71K ﹤0.01%
+1,209
452
$71K ﹤0.01%
+1,146
453
$71K ﹤0.01%
+1,276
454
$71K ﹤0.01%
+1,414
455
$71K ﹤0.01%
+1,640
456
$71K ﹤0.01%
+2,719
457
$71K ﹤0.01%
+2,292
458
$71K ﹤0.01%
+1,686
459
$71K ﹤0.01%
+1,940
460
$71K ﹤0.01%
+2,608
461
$71K ﹤0.01%
+1,462
462
$71K ﹤0.01%
+1,213
463
$71K ﹤0.01%
+1,178
464
$71K ﹤0.01%
+980
465
$71K ﹤0.01%
+2,387
466
$71K ﹤0.01%
+1,004
467
$71K ﹤0.01%
+3,096
468
$71K ﹤0.01%
+599
469
$71K ﹤0.01%
+1,391
470
$71K ﹤0.01%
+947
471
$71K ﹤0.01%
+625
472
$71K ﹤0.01%
+1,092
473
$71K ﹤0.01%
+1,086
474
$71K ﹤0.01%
+1,026
475
$71K ﹤0.01%
+2,274