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 8.91%
4 Consumer Discretionary 8.24%
5 Real Estate 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$71K ﹤0.01%
+1,086
477
$71K ﹤0.01%
+1,026
478
$71K ﹤0.01%
+2,274
479
$70K ﹤0.01%
+1,355
480
$70K ﹤0.01%
+1,702
481
$70K ﹤0.01%
+1,380
482
$70K ﹤0.01%
+1,518
483
$70K ﹤0.01%
+614
484
$70K ﹤0.01%
+1,293
485
$70K ﹤0.01%
+613
486
$70K ﹤0.01%
+705
487
$70K ﹤0.01%
+1,466
488
$70K ﹤0.01%
+1,328
489
$70K ﹤0.01%
+3,438
490
$70K ﹤0.01%
+473
491
$70K ﹤0.01%
+993
492
$70K ﹤0.01%
+2,422
493
$70K ﹤0.01%
+1,548
494
$70K ﹤0.01%
+4,489
495
$70K ﹤0.01%
+2,118
496
$70K ﹤0.01%
+598
497
$70K ﹤0.01%
+1,337
498
$70K ﹤0.01%
+736
499
$70K ﹤0.01%
+2,731
500
$70K ﹤0.01%
+1,124