The Riskalyze Report: Advisors Tiptoe Back In

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…


October 11th- October 17th

Winners (advisor flows TO these investments increased substantially):
  1. US Large CAP (SPY, RSP)
  2. Starbucks (SBUX)
  3. S & P 500 Low Volatility (SPLV)

Losers (advisor flows FROM these investments increased substantially):

  1. Walmart (WMT)
  2. Financials (XLF)
  3. 3-7 year Treasury (IEI)


Josh here – Advisors threw in the towel on Wal-Mart after last week’s trainwreck earnings shortfall announcement, with a week-over-week usage drop in portfolios of 8%. Dividend’s not high enough to put up with it, I guess.

Starbucks, on the other hand, is a different story. Riskalyze CIO Mike McDaniels tells us that week-over-week usage of Starbuck surged by over 15%.
Also notable that the SPLV ETF made the winners’ list for the first time as advisors rebuild equity exposure from the late summer correction. They’re tiptoeing back in, I suppose.
*(to state the obvious, Riskalyze does not share client sensitive data with me or use animals in testing).

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