The Riskalyze Report: Advisors Dive In

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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

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).

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

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References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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