So far this year, the biggest money moves are happening in some pretty specific places. Consumer Discretionary stocks are getting hammered—Amazon's pulling in $48 million in single-stock buying, while Tesla's not far behind at $41 million. Healthcare's another heavyweight with UnitedHealth leading the charge at $36 million.

Now here's the interesting part: Communication Services is absolutely dominating the conversation. Meta's sitting pretty with $51 million pouring in, and Netflix is close behind with $37 million. That's serious cash flowing into the narrative stocks.

On the flip side, Tech is seeing the opposite story. Outflows have been brutal—Accenture got hit hardest with $225 million heading for the exits, followed by Applied (the data cuts off here, but you get the idea). The divergence is real: growth names getting love, traditional tech getting dumped.