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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$378K ﹤0.01%
8,881
+23
227
$369K ﹤0.01%
5,835
+647
228
$366K ﹤0.01%
1,862
-74
229
$356K ﹤0.01%
19,538
230
$355K ﹤0.01%
+3,836
231
$350K ﹤0.01%
6,641
+41
232
$348K ﹤0.01%
3,094
+213
233
$347K ﹤0.01%
8,876
+945
234
$343K ﹤0.01%
3,731
+1,816
235
$343K ﹤0.01%
1,888
+162
236
$340K ﹤0.01%
4,285
+953
237
$339K ﹤0.01%
+8,379
238
$335K ﹤0.01%
4,338
-331
239
$335K ﹤0.01%
11,843
+2,885
240
$334K ﹤0.01%
1,083
-625
241
$323K ﹤0.01%
4,709
242
$322K ﹤0.01%
13,315
-2,089
243
$320K ﹤0.01%
7,121
-151
244
$319K ﹤0.01%
1,744
-56
245
$318K ﹤0.01%
13,017
-816
246
$317K ﹤0.01%
5,392
247
$315K ﹤0.01%
1,404
+47
248
$315K ﹤0.01%
4,421
+362
249
$309K ﹤0.01%
982
-787
250
$308K ﹤0.01%
3,623
-625
8 9
10
11 12