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Advisor Portfolio Trends

Learn how your peers are positioning their portfolios through discussions of timely portfolio construction trends and analysis of advisor portfolio data.

Advisor portfolio universe & trends

Explore our analysis of advisor models from across the industry using our Aladdin® risk management platform. Each edition contains advisor model data collected by BlackRock over the prior 12 months. Our Summer 2023 analysis of 18,384 models revealed:
Factor strategies still hold advisors’ interest
At least one factor strategy is present in nearly 60% of portfolios. We prefer quality and minimum volatility strategies amidst slowing growth and a potential recession.
Advisors remain overweight high yield bonds
At 14+% across risk spectrums, the average advisor portfolio has more than 3x the high yield allocation of the Barclays Universal Bond Index.
Advisors increased allocations to commodities
Commodities remain the largest exposure in advisor alternative sleeve alongside stubbornly high inflation.