The Riskalyze Report: Advisors dump utilities, buy floating rates

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…


August 7th – 13th

Winners (advisor flows TO these investments increased substantially):
  1. Amazon (AMZN)
  2. Consumer Staples (XLP)
  3. Floating Rate (LFRAX)

Losers (advisor flows FROM these investments increased substantially):

  1. Muni Bonds (TFI)
  2. Utilities (VPU, XLU)
  3. Reynolds American Inc. (RAI)

Josh here – this week, according to Riskalyze CIO Mike McDaniel, “advisor use of Amazon, Consumer Staples increased by over 6% week over week.” You’ll note that floating rate funds were also purchased as professionals inure themselves for the possibility of more buoyant economic data and the potential for a September hike as a result. Maybe!

Over in the loser’s column, some selling of the year’s most popular yield plays – “Advisor use of TFI decreased over 5% week over week. Advisor use of Utilities (VPU and XLU) decreased by over 6% week over week.”

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

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