Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$299M
3
+$272M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$200M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$181M

Top Sells

1
+$531M
2
+$179M
3
+$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K ﹤0.01%
+2,022
227
$210K ﹤0.01%
618
-127
228
$210K ﹤0.01%
+618
229
$208K ﹤0.01%
1,791
-28
230
$204K ﹤0.01%
+574
231
$204K ﹤0.01%
8,683
-78
232
$202K ﹤0.01%
+6,841
233
$199K ﹤0.01%
29,886
+7,362
234
$197K ﹤0.01%
+20,750
235
$195K ﹤0.01%
508
+8
236
$182K ﹤0.01%
+72,024
237
$173K ﹤0.01%
+16,154
238
$153K ﹤0.01%
+156,964
239
$146K ﹤0.01%
4,694
+1,174
240
$143K ﹤0.01%
11,355
241
$121K ﹤0.01%
8,333
242
$35K ﹤0.01%
10,000
243
$8K ﹤0.01%
10,000
244
– –
-3,109
245
– –
-10,000
246
– –
-1,802
247
– –
-15,136
248
– –
-2,215
249
– –
-1,210
250
– –
-11,156
7 8 9
10
11