The Riskalyze Report: Advisors Get Back to Income Basics

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 $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…

Riskalyze

September 27th – October 3

Winners (advisor flows TO these investments increased substantially):
  1. Vanguard High Dividend Yield ETF (VYM)
  2. Doubleline Total Return Bond (DTLNX, DBLTX)
  3. Vanguard Short-Term Corp Bd (VCSH)

Losers (advisor flows FROM these investments increased substantially):

  1. Amazon (AMZN)
  2. US Stocks (VTI, RSP, IVW)
  3. Floating Rate (OOSAX)

Josh here – last week, advisor use of the Vanguard High Dividend Yield ETF was up 10% week-over-week, while DoubleLine’s Total return popped up 6% more over the same time period. Both of these funds are financial advisor income stalwarts for their respective categories. This looks like a move back to basics from where I sit. And entirely understandable as the tumultuous 3rd quarter comes to a close.

Meanwhile, in the losers column, Amazon use was down 14% week-over-week. Meanwhile, AMZN has a gain of almost 8% over the last week and is one of the strongest stocks in the market as we head into the holiday season. AMZN is 2% above its 50-day moving average and almost 30% above its 200-day – no small feat in this environment.

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

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