Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$112M
3
+$64.2M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$60.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.6M

Top Sells

1
+$231M
2
+$220M
3
+$112M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$83.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$66.3M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$228K ﹤0.01%
+2,070
252
$224K ﹤0.01%
+804
253
$220K ﹤0.01%
1,399
+15
254
$219K ﹤0.01%
1,054
-134
255
$219K ﹤0.01%
+4,253
256
$218K ﹤0.01%
+2,133
257
$218K ﹤0.01%
581
258
$216K ﹤0.01%
+1,923
259
$214K ﹤0.01%
4,628
-800
260
$211K ﹤0.01%
+1,522
261
$210K ﹤0.01%
+2,237
262
$209K ﹤0.01%
1,429
+119
263
$206K ﹤0.01%
+7,780
264
$204K ﹤0.01%
+5,933
265
$162K ﹤0.01%
+11,355
266
$119K ﹤0.01%
+15,000
267
– –
-4,188
268
– –
-10,211
269
– –
-1,137
270
– –
-1,621
271
– –
-320,667
272
– –
-1,837
273
– –
-2,440
274
– –
-2,715
275
– –
-15,401
8 9 10
11
12