The Riskalyze Report: Advisors Go Intermediate-Term

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 14th – 20th

Winners (advisor flows TO these investments increased substantially):
  1. Intermediate Term Bonds (BIV, BSV)
  2. High Yield Bond (JNK, HYG)
  3. US Small Caps (VB)

Losers (advisor flows FROM these investments increased substantially):

  1. Healthcare (XLV)
  2. Long Term US Treasury (TLT)
  3. Short Term US Bonds (IEI)


Josh here – a quiet week for advisor-driven allocations. According to Riskalyze CIO Mike McDaniel, “Advisors increased their use of the winners week over week by only 3%. The Losers list didn’t exceed a 4% reduction in advisor use week over week.”

One thing worth pointing out is the duration bet narrowing toward the middle. “Interesting to see Gov bonds on both the lists with Long and Short giving way to intermediate.”

With the betting odds on a possible September rate hike low and the December outlook just slightly higher, maybe the middle of the road is the most comfortable place to be.

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

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