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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$304K ﹤0.01%
1,095
+10
252
$303K ﹤0.01%
7,199
-133
253
$300K ﹤0.01%
3,080
-8,944
254
$298K ﹤0.01%
996
+298
255
$296K ﹤0.01%
6,153
-91
256
$293K ﹤0.01%
7,838
+3,288
257
$292K ﹤0.01%
5,362
+295
258
$290K ﹤0.01%
2,448
259
$288K ﹤0.01%
8,766
+68
260
$282K ﹤0.01%
10,981
261
$271K ﹤0.01%
4,096
+17
262
$256K ﹤0.01%
9,076
-662
263
$255K ﹤0.01%
6,060
-2,565
264
$254K ﹤0.01%
2,810
+106
265
$254K ﹤0.01%
1,944
+13
266
$246K ﹤0.01%
2,613
+774
267
$244K ﹤0.01%
+2,467
268
$244K ﹤0.01%
20,693
269
$242K ﹤0.01%
1,389
+246
270
$238K ﹤0.01%
2,852
+777
271
$238K ﹤0.01%
3,406
-209
272
$237K ﹤0.01%
+18,010
273
$235K ﹤0.01%
+5,796
274
$232K ﹤0.01%
20,903
+6,937
275
$231K ﹤0.01%
1,516
+126
9 10
11
12 13