The Riskalyze Report: Advisors Kick Individual Stocks

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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…

Riskalyze

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).  

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