The Riskalyze Report: Advisors aren’t SHY anymore.

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…


September 11th – 17th

Winners (advisor flows TO these investments increased substantially):
  1. Small Caps (VB)
  2. Municipal Bonds (TFI)
  3. Gold (IAU)

Losers (advisor flows FROM these investments increased substantially):

  1. Short Term US Treasury (SHY)
  2. American Electric Power (AEP)
  3. S&P 500 (RSP, VFIAX)

Josh here – advisors added to muni bond ETFs and small cap stocks. They also upped their usage of the gold ETF by 5% week over week.

Atop the losers column this past week was short-term treasury bonds, with advisor usage of SHY declining by 10% over the prior week.

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

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