The Riskalyze Report: Advisors Sweep Cash

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…

Riskalyze

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
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.

Check it out today!

 

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. bitcoin evolution review commented on Sep 23

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  2. blazing trader reviews 2020 commented on Sep 23

    … [Trackback]

    […] There you will find 87172 additional Info to that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  3. rust cheat engine not working commented on Nov 03

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  4. Harold Jahn Alberta posted on Nov 13

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  5. digital transformation companies commented on Nov 18

    … [Trackback]

    […] Read More here to that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  6. replica rolex bustdown commented on Nov 26

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  7. DevOps company in Dallas commented on Nov 28

    … [Trackback]

    […] Find More Information here on that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  8. rolex replica commented on Dec 17

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]

  9. Regression Testing commented on Dec 22

    … [Trackback]

    […] Find More Info here to that Topic: thereformedbroker.com/2015/01/06/the-riskalyze-report-advisors-sweep-cash/ […]