The Riskalyze Report: Advisors Buying Broadl

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…


April 17th – 23rd

Winners (advisor flows TO these investments increased substantially):
  1. US Large Caps (VOO, VDIGX)
  2. MSCI Emerging Markets Mini Vol (EEMV)
  3. US Small Caps (IJR)

Losers (advisor flows FROM these investments increased substantially):

  1. Floating Rate (OOSAX)
  2. Altria (MO)
  3. Intel (INTC)

Josh here – looks like stocks – broadly speaking – are still on the menu this week for advisors. The big, wide indexes listed above in the winner’s column were purchased at a rate of 5% higher than during the previous week.

Small caps are a big story, in my view, as they’ve substantially underperformed for awhile up until recently. My own director of research, Michael Batnick, notes that the IWM:QQQ ratio – small caps vs large cap tech / healthcare – just hit its highest levels since October 2015.

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

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References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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