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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$271K ﹤0.01%
5,101
-375
227
$263K ﹤0.01%
1,407
+82
228
$262K ﹤0.01%
4,459
-5
229
$257K ﹤0.01%
7,820
+795
230
$253K ﹤0.01%
+3,367
231
$252K ﹤0.01%
913
-241
232
$252K ﹤0.01%
1,086
-1,491
233
$250K ﹤0.01%
+4,084
234
$248K ﹤0.01%
+4,343
235
$248K ﹤0.01%
1,114
-2,300
236
$247K ﹤0.01%
8,333
237
$242K ﹤0.01%
+655
238
$241K ﹤0.01%
685
-65
239
$241K ﹤0.01%
581
240
$240K ﹤0.01%
2,387
-514
241
$239K ﹤0.01%
3,741
-2,248
242
$239K ﹤0.01%
4,524
-370
243
$236K ﹤0.01%
+631
244
$232K ﹤0.01%
1,649
-32
245
$232K ﹤0.01%
2,709
+585
246
$231K ﹤0.01%
+1,063
247
$231K ﹤0.01%
+10,151
248
$230K ﹤0.01%
+1,946
249
$229K ﹤0.01%
1,156
-495
250
$227K ﹤0.01%
+1,121
8 9
10
11 12