The Riskalyze Report: Advisors Trade Low Vol for High Beta

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…


July 31st – August 6th

Winners (advisor flows TO these investments increased substantially):
  1. Russell 2000 (IWM, IWN)
  2. Nasdaq (QQQ)
  3. Gold (GLD)

Losers (advisor flows FROM these investments increased substantially):

  1. Berwyn Income (BERIX)
  2. Utilities (VPU)
  3. 3-7 year US Treasury (IEI)


Josh here – Mike McDaniel, CIO of Riskalyze, tells us that “Advisors increased usage of each of the winners by over 8% week over week. Advisors decreased use of each of the losers by over 8% week over week.” These are consequential trades. Most interesting to me is to see the wind coming out of sails of the STUB trade (Staples, Telecom, Utilities and Bonds) a little bit.

Also notable that advisors are warming up to the Nasdaq, the last big index to break out, as well as small caps, which are themselves in the midst of a little outperformance right now. See my earlier post on the small cap relative breakout here.

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

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