Money Flowing Into Consumer-Based Stocks

by: Nick Perry

Nick Perry (Schaeffer's Investment Research) submits: Last week we saw that energy-related funds were higher in a week where most ETFs showed a loss. This week we see a skew to the upside:

etf performance

Reversing the action of last week, we find that nearly three-quarters of my list is trading higher. In broad strokes it seems that money gravitated towards consumer based stocks, boosting the related ETFs. The PowerShares Dynamic Media Portfolio (NYSE:PBS), which counts Comcast Corp (NASDAQ:CMCSA), DIRECTV Group (NYSE:DTV) and Walt Disney Co. (NYSE:DIS) among it top holdings, was the strongest group. Also on the list are leisure & entertainment, consumer services, consumer staples, and food & beverage.

Looking to the bottom of list suggests some outflows from commodity-related funds. Gold and silver were the largest declines but you can also see that energy and oil services lagged. Bonds showed slight weakness.

For a longer-term perspective, the bullets below show how the ETFs listed above have faired over the last six-months, prior to this week.

Prior Six-Month Returns for This Week's Top Performing Sector Exchange Traded Funds:

* PS Media (PBS) +9.3%
* PS Building & Construction (NYSE:PKB) +6.6%
* PS Retail (NYSE:PMR) +11.7%
* First Trust DJ Select MicroCap (NYSEARCA:FDM) +7.5%
* PS Leisure & Entertainment (NYSE:PEJ) +11.1%
* SPDR-Consumer Staples (NYSEARCA:XLP) +7.8%
* iShares DJ U.S. Consumer Services (NYSEARCA:IYC) +9.3%
* iShares DJ U.S. Financial Services (NYSEARCA:IYG) +7.7%
* PS Food & Beverage (NYSE:PBJ) +6.8%
* SPDR-Financial (NYSEARCA:XLF) +8.7%
* PS Telecom & Wireless (PTE) +14.9%
* SPDR-Materials (NYSEARCA:XLB) +10.0%

Prior Six-Month Returns for This Week's Bottom Performing Sector Exchange Traded Funds:

* Wilshire REIT Fund (NYSEARCA:RWR) +22.3%
* Software HOLDRS (NYSE:SWH) +19.0%
* SPDR-Energy (NYSEARCA:XLE) +11.0%
* iShares Lehman 7-10 Year Bond (NYSEARCA:IEF) +3.9%
* Oil Service HOLDRS (NYSEARCA:OIH) -1.1%
* iShares GS Software (BATS:IGV) +21.1%
* iShares DJ U.S. Energy (NYSEARCA:IYE) +13.2%
* iShares Lehman 20+ Year Bond (NYSEARCA:TLT) +7.5%
* Pharmaceutical HOLDRS (NYSEARCA:PPH) +10.8%
* Wireless HOLDRS (NYSEARCA:WMH-OLD) +1.0%
* iShares Silver Trust (NYSEARCA:SLV) +17.9%
* streetTRACKS Gold (NYSEARCA:GLD) +2.5%