The Riskalyze Report: Advisors Go Crazy for Small Caps

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…


October 2nd – October 8th

Winners (advisor flows TO these investments increased substantially):
  1. US Small Cap (IWO, IWB, IWN, IJR, IJT)
  2. Nasdaq (QQQ)
  3. Emerging Markets (EEM, IEMG)

Losers (advisor flows FROM these investments increased substantially):

  1. Spectra (SE)
  2. Real Estate (IYR, RWO)
  3. Templeton Global Bond (TPINX)

Josh here – this is a big revelation about the mindset of FAs right now. Says Mike McDaniel, CIO of Riskalyze: “The story last week was an incredible appetite for Small Caps with each of the aforementioned ETFs hitting the top 10 list of winners. Advisor use of Small Caps increased 10% week over week.”

Should small caps extend their current lead over large caps – so far, YTD, small caps are up 11.9% versus the S&P 500’s 7.9% total return – it would be another building block toward the view that the next leg of the bull is imminent. Advisors seem to be believers, in the aggregate, at this time.

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

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