Sector ETFs

What are the sector ETFs telling us today. The energy and utilities ETFs were clearly the winners today over the financial, tech, and health sciences ETFs. That indicates that the retail investor is a little more defensive minded at this time. The XLE and XLU were expected lagers as the market was up over 30% last year and now they are making a come back as investers are playing it safe. Most of the energy sector stocks and MLPs also pay a nice dividend.