Stocks are rallying on the first trading day in July, with the major averages up for a fourth consecutive session. The Dow and S&P 500 have recovered about 90 percent of post-Brexit losses over the past four sessions.
Art Hogan, chief market strategist at Wunderlich Securities, tells CNBC's "Power Lunch" on Friday investors will likely take on more risk in the second-half.
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"We ended a 2nd quarter with a great deal of excitement and as we head into a new quarter I think the we will see a shift away from some of the safety plays and into more growth sectors," Hogan said.
He is recommending exposure to tech, industrial and consumer discretionary stocks. Some of the names Hogan likes are Oxford Industries, Silver Spring Networks and Koppers Holdings.
Oxford Industries and Silver Spring Networks are higher during trading, while Koppers Holdings is down about 2 percent.