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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K ﹤0.01%
+3,233
227
$273K ﹤0.01%
7,036
+1,147
228
$271K ﹤0.01%
+4,058
229
$270K ﹤0.01%
2,391
-293
230
$267K ﹤0.01%
+696
231
$265K ﹤0.01%
+996
232
$265K ﹤0.01%
4,451
-318
233
$264K ﹤0.01%
+3,537
234
$261K ﹤0.01%
2,724
-83
235
$259K ﹤0.01%
4,431
-241
236
$258K ﹤0.01%
+2,622
237
$255K ﹤0.01%
+2,884
238
$254K ﹤0.01%
+5,275
239
$249K ﹤0.01%
+6,091
240
$244K ﹤0.01%
+4,767
241
$244K ﹤0.01%
1,273
-507
242
$241K ﹤0.01%
4,534
+74
243
$240K ﹤0.01%
+3,314
244
$240K ﹤0.01%
+4,519
245
$236K ﹤0.01%
+827
246
$236K ﹤0.01%
+2,882
247
$232K ﹤0.01%
+646
248
$231K ﹤0.01%
+4,072
249
$230K ﹤0.01%
+6,350
250
$228K ﹤0.01%
+2,070
8 9
10
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