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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$407K ﹤0.01%
4,865
+307
227
$393K ﹤0.01%
13,533
+601
228
$380K ﹤0.01%
4,285
+758
229
$368K ﹤0.01%
3,049
+109
230
$367K ﹤0.01%
854
-70
231
$365K ﹤0.01%
4,358
+8
232
$364K ﹤0.01%
10,050
-12,792
233
$363K ﹤0.01%
708
+122
234
$360K ﹤0.01%
1,085
+122
235
$358K ﹤0.01%
8,672
+84
236
$342K ﹤0.01%
2,736
+237
237
$338K ﹤0.01%
973
-55
238
$337K ﹤0.01%
1,433
-13
239
$337K ﹤0.01%
2,533
+633
240
$336K ﹤0.01%
7,071
-50
241
$333K ﹤0.01%
17,627
-7,210
242
$326K ﹤0.01%
14,475
+75
243
$324K ﹤0.01%
9,846
-2,377
244
$318K ﹤0.01%
1,200
+54
245
$318K ﹤0.01%
6,210
-3,585
246
$314K ﹤0.01%
945
-223
247
$314K ﹤0.01%
982
-1,319
248
$311K ﹤0.01%
12,888
-129
249
$304K ﹤0.01%
+1,377
250
$301K ﹤0.01%
1,511
+122
8 9
10
11 12