The Riskalyze Report: Advisors Bet on Google, Phillip Morris

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

December 6th – December 12th

Winners (advisor flows TO these investments increased substantially):
  1. Google/Alphabet (GOOGL)
  2. Phillip Morris (MO)
  3. Dow Jones (DIA)

Losers (advisor flows FROM these investments increased substantially):

  1. Intermediate Gov Bond (IEF)
  2. Consumer Discretionary (XLY)
  3. HealthCare (XLV)

Josh here – some interesting stuff happening here at year-end across the hundreds of thousands of advisory accounts that Riskalyze monitors.

We’re seeing concentrated bets being placed on some individual names and a move away from intermediate term bond ETFs (IEF) and into shorter-term ones (IEI).

Via Mike McDaniel, CIO of Riskalyze: “Use of IEF dropped 13% week-over-week while use of IEI increased slightly (+6%).  Use of Google and Phillip Morris week over week were up over 10%.”

 

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

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