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 December 28th 2014 – January 3rd 2015:
Winners = top investments purchased by advisors for client portfolios that week
Losers = investments that advisors sold out of in client portfolios that week
Losers = investments that advisors sold out of in client portfolios that week
Winners (advisor flows TO these investments increased substantially):
DFA Large Cap Value (DFLVX)
Berwyn Income (BERIX)
Apple (AAPL)
Losers (advisor flows FROM these investments increased substantially):
CASH
Telecom (T, VZ)
Ivy Asset Strategy (WASAX)
Josh here – I’m told by Riskalyze’s CIO, Mike McDaniel, that volume of activity on the Riskalyze platform was extremely low in the last days of 2014 and the first day of 2015. This makes sense, as most tax loss harvesting probably began in late November for financial advisors and was long over before the New Year’s Eve trading session.
DFA funds finished the year strong on the Riskalyze platform and it also appears that some cash was put to work as advisors sold money market funds.
The persistence of Apple common stock in the advisors’ most bought list over the last few weeks is also very interesting.
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.
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