The Riskalyze Report: Advisors Buy Bond ETFs

My friends at Riskalyze share the stocks and funds that advisors all over the country have used in their clients’ accounts each week. This data has been aggregated from across the client accounts of the thousands of advisors who use the software. Most of it comes directly through the third-party custodians where advisors’ assets are held. I hope we can uncover interesting trends for you each week…


Week of November 23rd – November 28th 2014:

Winners = top investments purchased by advisors for client portfolios that week
Losers = investments that advisors sold out of in client portfolios that week

Winners (advisor flows TO these investments increased):

  • Aggregate Bond Index (AGG/BND)
  • Low Duration Bond (SHY, JASBX, PRWBX))
  • Berkshire Hathaway (BRKB)

Losers (advisor flows FROM these investments increased):

  • Doubleline Total Return Bond (DLTNX)
  • Templeton Global Bond (TGBAX)
  • Thornburg Investment Income Builder (TIBAX)
Note: Holiday week = limited activity in portfolios
Josh here – not much action to speak of owing to the shortened holiday week but we are seeing continued reallocation of bond money from the Pimco exodus. This time, you’re seeing flows into index products. It is notable that DoubleLine Total Return hit the advisors’ for sale list – but that could just as easily be related to tax gain / loss harvesting as anything else given where we are on the calendar.

A word about Riskalyze:

In my practice, we use Riskalyze software tools to help assess clients’ true risk tolerance and to test portfolio configurations that match up accordingly. It’s changed our practice for the better, as I explain here.

Check it out today!

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