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ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

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LOS ANGELES CA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Advanced Research Investment Solutions is based out of Los Angeles. Advanced Research Investment Solutions is a large advisory firm with 175 clients and discretionary assets under management (AUM) of $297,075,501 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $160,030,381 in managed 13F securities and a top 10 holdings concentration of 92.75%. Advanced Research Investment Solutions's largest holding is RPAR Risk Parity ETF- with shares held of 4,190,006. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
RPAR RPAR Risk Parity ETF 50.09%
UPAR UPAR Ultra Risk Pari 15.42%
SCHP Schwab U.S. TIPS ETF 8.57%
VIG Vanguard Dividend Ap 7.37%
GLDM SPDR Gold MiniShares 3.38%

2023-12-31

13F Activity

Market Value $160m, Prior: $154m
New Purchases 2 stocks
Added To 13 stocks
Sold out of 1 stocks
Reduced holdings in 12 stocks
Top 10 Holdings % 92.75%
Turnover %[1] 9.68%
Turnover Alt %[2] 1.52%
Time Held Top 20 8.9 quarters
Time Held Top 10 8.6 quarters
Time Held All 7.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance