Advisor portfolio trends
See what your peers are doing with their portfolios and get insight on investing trends from portfolio reviews conducted by our Solutions team.
Top-quartile portfolios in the second half of 2025 had the highest allocation to stocks.
The Invesco Solutions team conducts comprehensive reviews of advisor portfolios every quarter to get an in-depth look at portfolio investment trends.
In the second half of 2025, our data revealed that the top-quartile performing portfolios had the highest allocation to stocks, with a strong emphasis on US large-caps.
Compared to the end of 2024, the top quartile lowered its allocation to alternatives from 7.2.% to 4%, increased its allocation to fixed income, and nearly doubled its allocation to international developed stocks, going from 5.5% to 10%.
What advisors are asking
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Optimize your investment process, portfolios, and outcomes using our wide range of products and expert guidance.
Portfolio Playbook
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Alternatives Playbook
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Invesco Capital Market Assumptions
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Asset allocation
Tactical Asset Allocation
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This content is part of Invesco Total CX — a powerful all-in-one platform of tools, coaching, and content built to help you achieve greater possibilities.
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