The Riskalyze Report: Advisors Raise Cash

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…

Riskalyze

July 12 -July 19th

Winners (advisor flows TO these investments increased substantially):
  1. Cash
  2. Apple (AAPL)
  3. Real Estate (VNQ, IYR)

Losers (advisor flows FROM these investments increased substantially):

  1. Inflation Protection (PARRX, TIPS)
  2. Growth Funds (MFEIX, IUSG, VLACX)
  3. Limited Duration Bonds (JFLEX, LCCIX, FTHRX)

Josh here – Sometimes there’s a rhyme and reason that can be understood when looking at aggregate financial advisor activity and sometimes there’s just randomness.

I’ll let you decide which category this week’s Riskalyze Report falls into.

The number one most allocated-to asset in advisor-driven portfolios this week was cash. The most-sold asset was funds betting on (or protecting against) inflation. This while commodities suffer their worst month since the Lehman meltdown of September 2007.

Something tells me the certainty surrounding global economic recovery is starting to fade as energy and commodity prices approach some of their lowest levels in a decade.

 

Check it out today!

*(to state the obvious, Riskalyze does not share client sensitive data with me or use animals in testing).

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