The Riskalyze Report: Advisors Embrace the Fear Trade

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…


February 7th – February 13th

Winners (advisor flows TO these investments increased substantially):
  1. US Treasury Bond (SHY, TLT)
  2. Starbucks (SBUX)
  3. Value (VTV)

Losers (advisor flows FROM these investments increased substantially):

  1. Healthcare (XLV)
  2. Growth (VUG)
  3. Small Cap (IWM)

Last week saw yet another bout of risk-off behavior among the advisors creating portfolios on the Riskalyze platform. According to Riskalyze CIO Mike McDaniel, “advisor use of US Treasury bonds increase over 10% week over week. Gold (GLD) also made the top 10 winners list week over week.”

On the other side of the ledger, advisors decreased exposure to Healthcare by over 12% week over week. Healthcare stocks – biotech particularly – are among the hardest hit sectors of this new year.


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  1. The Riskalyze Report: Advisors Continue to Buy Treasurys commented on Feb 22

    […] last week was a great week for stocks, but advisors managing money on the Riskalyze platform were continuing the trend of the prior week and allocating to government bond ETFs. Risklyze CIO Mike McDaniel tells us that “advisor use […]