The Riskalyze Report: Advisors Kick Individual Stocks

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…


February 5th – February 11th

Winners (advisor flows TO these investments increased substantially):
  1. Short Term High Yield Bonds (SJNK)
  2. Financials (KRE, FXO)
  3. Emerging Markets (IEMG)

Losers (advisor flows FROM these investments increased substantially):

  1. Qualcom (QCOM)
  2. Merck (MRK)
  3. Energy (XLE)


Josh here – Mike McDaniel picked something interesting up in the data this week, although the changes in general were marginal. Says the CIO of Riskalyze: “Loser list contained a noticeable amount of individual stocks (ROST, ITW, COF, UNP, C, SYY, UPS).” Is this a sign that more advisors are moving to ETFs vs picking individual securities for clients?

In the meanwhile, financials are back on the buy list and so are high yield bonds.

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

What's been said:

Discussions found on the web
  1. Zeitarbeitsfirma Pflege Koeln commented on Sep 15

    … [Trackback]

    […] Read More on on that Topic: […]

  2. EatVerts commented on Sep 22

    … [Trackback]

    […] Read More Information here to that Topic: […]

  3. commented on Sep 27

    … [Trackback]

    […] Find More on to that Topic: […]

  4. blazing trader commented on Sep 30

    … [Trackback]

    […] Here you will find 83692 more Information on that Topic: […]

  5. 토토 commented on Oct 17

    … [Trackback]

    […] Find More here to that Topic: […]

  6. Devops commented on Nov 18

    … [Trackback]

    […] Read More on that Topic: […]

  7. rolex air king aaa replica commented on Nov 25

    … [Trackback]

    […] Find More here to that Topic: […]

  8. D-Link DMP-120 manuals commented on Jan 21

    … [Trackback]

    […] Read More Info here on that Topic: […]