The Riskalyze Report: Advisors Not SHY

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…


November 22nd- Novemeber 28th

Winners (advisor flows TO these investments increased substantially):
  1. Mid-Cap (VEO)
  2. Dow (DIA)
  3. Amazon (AMZN)

Losers (advisor flows FROM these investments increased substantially):

  1. Short Duration Treasury Bond (SHY)
  2. Real Estate Investment Trusts (VNQ, IGLAX)
  3. Pepsi (PEP)

Josh here – Last week was fairly quiet owing to the Thanksgiving holiday. Advisors added to large and midcap equities while trimming some more short-duration bonds. SHY is the aptly-named ETF that holds Treasurys of 1 to 3-year duration. Advisors and some tactical strategies tend to use it as a placeholder instead of cash, given the meager yields on both.

According to Mike McDaniel, CIO at Riskalyze, there were some interesting moves in individual equities: “Notable individual stocks with increased advisor usage were Amazon, Apple, Visa.  Notable individual stocks with decreased advisor usage were Pepsi, Abbvie Inc. and Qualcomm.”


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


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