Flows are rotating into IFS while KGC weakens

🇺🇸 Market sentiment is shifting sharply toward equities, with inflows nearly doubling outflows at this stage of the session. The flow snapshot shows 190 inflows versus 89 outflows, signaling a broadening confidence among traders. The standout is $IFS (Intercorp Financial Services In), which attracted a hefty $52M in new buying, confirming its dominant position in today’s flow. Meanwhile, the biggest exit is from KGC, which saw a $18M withdrawal, alongside notable pulls from AGG and ROKU. The divergence underscores a move away from thematic or risk-off bets toward specific leaders showing fresh momentum. The next test is whether IFS can sustain its inflow confirmation, or if the shift remains concentrated in a handful of names rather than a broad-based rally.