The Riskalyze Report: Advisors go RISK ON in bonds

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…


February 28th – March 5th

Winners (advisor flows TO these investments increased substantially):
  1. High Yield Bonds (HYG, JNK, SHYAX)
  2. Healthcare (XLV)
  3. MSCI EAFE Minimum Volatility (EFAV)

Losers (advisor flows FROM these investments increased substantially):

  1. Russell 1000 (IWF)
  2. Short Term US Treasury (IEI, IEF)
  3. Global Bond (TPINX, TGBAX)

Josh here, after almost a month straight of advisors buying into treasury bond funds, last week they went decidedly risk on. According to Riskalyze CIO Mike McDaniel, “Advisor use of high yield bonds jumped over 12% week over week.”

In the negative column, “Advisor use of the Russell 1000 decreased 20% week over week.” But you can see that equity exposure was added in the form of a minimum volatility ETF. Looks like the Risk On behavior didn’t exactly extend from bonds to equities yet.


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