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 $44 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…
Winners (advisor flows TO these investments increased substantially):
Real Estate (DFREX, DFITX, MRLBX, DFGEX, RWO, IYR)
Broad US Market (DFVLX, DFEOX, VTI)
Emerging Markets (DFCEX, DEMAX, IEMG)
Losers (advisor flows FROM these investments increased substantially):
Health Care (VGHAX)
Agilent Technologies (A)
Mega Caps (MGK)
Emerging markets make the buy list this week in advisor-driven portfolios, as do real estate-related funds which for largely for sale last week. Interesting to see some profit taking in the health care index fund that’s been the belle of the ball YTD among US stock sectors.
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.