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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$295K ﹤0.01%
3,970
252
$295K ﹤0.01%
7,360
+161
253
$294K ﹤0.01%
6,322
-207
254
$292K ﹤0.01%
1,093
+5
255
$288K ﹤0.01%
9,004
-86
256
$280K ﹤0.01%
10,491
-490
257
$270K ﹤0.01%
4,725
-4,772
258
$258K ﹤0.01%
+4,981
259
$250K ﹤0.01%
+7,151
260
$247K ﹤0.01%
3,428
-421
261
$244K ﹤0.01%
2,467
262
$240K ﹤0.01%
3,399
-23
263
$239K ﹤0.01%
1,342
+31
264
$237K ﹤0.01%
3,709
+72
265
$237K ﹤0.01%
1,508
+62
266
$232K ﹤0.01%
+4,016
267
$228K ﹤0.01%
20,009
268
$227K ﹤0.01%
3,568
-2,291
269
$226K ﹤0.01%
+25,685
270
$225K ﹤0.01%
+4,550
271
$221K ﹤0.01%
+3,095
272
$217K ﹤0.01%
5,750
+90
273
$216K ﹤0.01%
+4,920
274
$213K ﹤0.01%
+634
275
$212K ﹤0.01%
+3,714
9 10
11
12 13