The Riskalyze Report: Advisors Continue to Buy Treasurys

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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

February 14th – February 20th

Winners (advisor flows TO these investments increased substantially):
  1. US Gov Bonds (IEF, IEI, BSV, TLT)
  2. Developed Markets (VEA)
  3. Real Estate (RWX)

Losers (advisor flows FROM these investments increased substantially):

  1. Floating Rate (OOSYX)
  2. Japan (DXJ)
  3. Healthcare (XLV)

 

Josh here – last week was a great week for stocks, but advisors managing money on the Riskalyze platform were continuing the trend of the prior week and allocating to government bond ETFs. Risklyze CIO Mike McDaniel tells us that “advisor use of US Gov bonds via IEF, IEI, BSV, TLT increased 5% week over week.”

In the loser column, “advisor use of Floating Rate fund OOSYX and Japan Hedged Equity DXJ decreased by almost 10% week over week.”

 

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