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
551
$69K ﹤0.01%
+640
552
$69K ﹤0.01%
+1,742
553
$69K ﹤0.01%
+517
554
$69K ﹤0.01%
+887
555
$69K ﹤0.01%
+1,035
556
$69K ﹤0.01%
+630
557
$69K ﹤0.01%
+1,964
558
$69K ﹤0.01%
+1,043
559
$69K ﹤0.01%
+888
560
$69K ﹤0.01%
+652
561
$69K ﹤0.01%
+424
562
$69K ﹤0.01%
+1,370
563
$69K ﹤0.01%
+391
564
$69K ﹤0.01%
+874
565
$69K ﹤0.01%
+1,372
566
$69K ﹤0.01%
+2,036
567
$69K ﹤0.01%
+2,267
568
$69K ﹤0.01%
+816
569
$69K ﹤0.01%
+407
570
$69K ﹤0.01%
+428
571
$69K ﹤0.01%
+2,021
572
$69K ﹤0.01%
+1,522
573
$69K ﹤0.01%
+1,914
574
$69K ﹤0.01%
+2,271
575
$69K ﹤0.01%
+756