Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$299M
3
+$272M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$200M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$181M

Top Sells

1
+$531M
2
+$179M
3
+$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,210
252
– –
-4,242
253
– –
-955
254
– –
-22,296
255
– –
-12,463
256
– –
-2,289
257
– –
-6,306
258
– –
-827
259
– –
-7,839
260
– –
-21,226
261
– –
-60,000
262
– –
-30,966
7 8 9 10
11