The Riskalyze Report: Advisors dump energy for financial exposure

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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

March 5th – March 11th

Winners (advisor flows TO these investments increased substantially):
  1. Financials (XLF, VFH, KRE)
  2. Materials (XLB)
  3. Municipals (MUB)

Losers (advisor flows FROM these investments increased substantially):

  1. International Paper Co. (IP)
  2. Intel Corporation (INTC)
  3. Energy (XLE)

 

It was a relatively tame week for advisor action in client accounts according to Riskalyze CIO Mike McDaniel. “Advisor use of the listed losers decreased approximately 5% week over week. Advisor use of the listed winners increased less than 3% week over week.”

Energy stock exposure was pared back as WTI crude oil prices plunged from the mid-50’s range they’d been in for a long time down into the 40’s. Banks continue to be popular as the Fed’s rate hike this week looks like a fait accompli.

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

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

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References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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