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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$225K ﹤0.01%
+2,480
252
$223K ﹤0.01%
1,646
+101
253
$222K ﹤0.01%
+3,271
254
$219K ﹤0.01%
1,928
-6,659
255
$218K ﹤0.01%
16,280
-2,160
256
$211K ﹤0.01%
1,310
-1,136
257
$211K ﹤0.01%
+1,850
258
$210K ﹤0.01%
2,255
-835
259
$207K ﹤0.01%
+3,157
260
$206K ﹤0.01%
+1,176
261
$205K ﹤0.01%
+5,064
262
$204K ﹤0.01%
17,370
+757
263
$201K ﹤0.01%
7,374
-138
264
$163K ﹤0.01%
11,355
265
$86K ﹤0.01%
11,153
-1,080
266
$69K ﹤0.01%
10,000
267
$40K ﹤0.01%
+858
268
$24K ﹤0.01%
1,240
+90
269
– –
-20,000
270
– –
-26,666
271
– –
-7,400
272
– –
-9,340
273
– –
-722
274
– –
-2,238
275
– –
-22,183
8 9 10
11
12