Latest AUSIEX data shows adviser trading activity increased in March, as conflict involving Iran drove market volatility and clouded the economic outlook.

What’s new:

• Sell traded value among advised investors using the AUSIEX platform has jumped 29% in March and buy traded value was up 17.4%.
• The most sold stocks among advised investors included traditional favourites among mum and dad investors such as Woolworths, Commonwealth Bank, and Telstra – though they remain a core holding of many advised portfolios.

Why it matters:

• Advised investors may be rebalancing and/or taking advantage of volatility to reposition their portfolios.
• Data centres and artificial intelligence were dominant thematics in buying activity with Xero (which announced a partnership with Anthropic in March), Stockland (which plans to allocate 5%-10% of its capital to data centres) and data centre giant Goodman Group figuring in the top five buys for advised investors over the month.

Source: AUSIEX Data for March 2026.

Quick take:

• Advised investors: Traditional defensive stocks trimmed in favour of companies leveraged to structural growth themes, among others.
• Non-advised (self-directed) investors: Preference for energy and resource companies amid geopolitical uncertainty.

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