The Riskalyze Report: Advisors Add Blue Chips

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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

June 5th – June 11th

Winners (advisor flows TO these investments increased substantially):
  1. Altria Group Inc. (MO)
  2. Exxon Mobil Corporation (XOM)
  3. MSCI EAFE Small-Cap (SCZ)

Losers (advisor flows FROM these investments increased substantially):

  1. Intermediate-Term Bond (BIV)
  2. International Treasury Bond (IGOV)
  3. General Electric (GE)

 

More flows to high-quality, large cap dividend payers this past week. According to Mike McDaniel, Riskalyze CIO, “Advisor use of each of the winners increased over 10% week over week.”

In the loser’s category, we see foreign sovereign bonds and General Electric. GE’s paltry 2% yield is probably why the stock barely has a 3-handle on it.

*(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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