The Riskalyze Report: Advisors add stocks, redeem from value managers

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…


March 20th – March 26th

Winners (advisor flows TO these investments increased substantially):
  1. S&P 500 (RSP)
  2. Long Duration US Gov Bond (TLT)
  3. US Mid Cap Stocks (VOE)

Losers (advisor flows FROM these investments increased substantially):

    1. Healthcare (XLV)
    2. FPA Crescent (FPACX)
    3. First Eagle Global (SGENX, SGIIX)

What a difference a 13% rally makes. Advisors got back into adding stock market exposure last week with large and mid cap ETFs both hitting the top three most added positions within accounts tracked by Riskalyze. Advisor use of RSP grew over 10% week over week, according to Mike McDaniel, Riskalyze’s CIO.

“Advisor use of XLV dropped 7% week over week,” however, as the laggard sector continues to twist in the wind.

Elsewhere, two active fund manager giants got redeemed last week – First Eagle’s flagship value fund as well as FPA Crescent both hit the most sold list.

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