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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$759K ﹤0.01%
4,603
+161
227
$758K ﹤0.01%
2,886
-37
228
$736K ﹤0.01%
8,333
-7
229
$732K ﹤0.01%
27,909
-8,949
230
$730K ﹤0.01%
14,389
-1,492
231
$712K ﹤0.01%
52,672
-7,975
232
$702K ﹤0.01%
+6,559
233
$702K ﹤0.01%
+7,467
234
$699K ﹤0.01%
5,496
+526
235
$673K ﹤0.01%
1,525
+232
236
$672K ﹤0.01%
19,007
+5,049
237
$669K ﹤0.01%
15,438
-784
238
$661K ﹤0.01%
1,686
+410
239
$660K ﹤0.01%
2,175
+1,364
240
$653K ﹤0.01%
5,255
+540
241
$651K ﹤0.01%
+15,716
242
$649K ﹤0.01%
6,680
-314
243
$642K ﹤0.01%
3,664
-4
244
$637K ﹤0.01%
50,795
+14,600
245
$629K ﹤0.01%
21,009
+1,211
246
$628K ﹤0.01%
3,910
-120
247
$624K ﹤0.01%
2,900
+1,291
248
$619K ﹤0.01%
25,736
-662
249
$597K ﹤0.01%
5,309
-270
250
$580K ﹤0.01%
9,763
+680
8 9
10
11 12