The Riskalyze Report: Advisors Dive 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 25th – October 31st

Winners (advisor flows TO these investments increased substantially):
  1. Vanguard Growth (VUG)
  2. First Trust Focus Five (FV)
  3. Russell 2000 (IWM)

Losers (advisor flows FROM these investments increased substantially):

  1. Short Term Gov Bonds (IEI)
  2. US Small Cap Stocks (VB)
  3. QQQ (QQQ)

Josh here – Advisors dove back into the pool last week, adding growth stocks and the Russell 2000 while blowing out of short- to intermediate-term treasury ETFs. According to Riskalyze CIO Mike McDaniel, “both the 3-5 year and 5-7 year US Gov bond ETFs (IEI and IEF) made the top 5 losers this week.”

The Q’s were for sale, which most likely represents some profit-taking as the Nasdaq is now up over 10% year-to-date, outpacing just about every other equity segment.

Once again, the First Trust Dorsey Wright Focus Five was a top 5 position add, see here for more on that.

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

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