The Riskalyze Report: Advisors Load Up on Blue Chip Banks

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…


December 11th – December 17th

Winners (advisor flows TO these investments increased substantially):
  1. Financials (XLF, BAC, USB, JPM)
  2. Energy (XLE, CVX)
  3. Floating Rate (FTSL, LFRAX)

Losers (advisor flows FROM these investments increased substantially):

  1. Precious Metals (IAU, PRPFX)
  2. Real Estate (RWO, SCHH)
  3. Long Term Treasury (TLT)

Josh here – we’re seeing a continuation of the same trend highlighted during the past week, advisors continue to shift their allocations based on the rising rates bet that has become so de rigeur these days amongst virtually all investors. Floating rate funds and financials – in the form of individual big bank stocks this week – continue to be added to portfolios. Riskalyze CIO Mike McDaniel informs us that “Advisor use of XLF increased another 5%+ last week” as well.

On the sell side, nobody wants gold now that rates and the dollar are deemed to be a one-way trade higher. Long-term treasurys are also being thrown out, not that they’ve given back their gains from early in the year and threaten to go negative. The TLT ETF, which represents 20-year treasury bonds, is now flat-on-year for 2016 on a total return basis.

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

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