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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$580K ﹤0.01%
22,253
+6,852
252
$569K ﹤0.01%
9,611
+3,369
253
$568K ﹤0.01%
13,775
-2,827
254
$559K ﹤0.01%
7,258
-394
255
$529K ﹤0.01%
7,410
-2,049
256
$519K ﹤0.01%
11,332
-1,832
257
$507K ﹤0.01%
20,015
+8,248
258
$503K ﹤0.01%
4,214
+1,643
259
$503K ﹤0.01%
18,974
+7,662
260
$500K ﹤0.01%
13,634
-508
261
$500K ﹤0.01%
1,146
+39
262
$494K ﹤0.01%
25,845
+1,219
263
$492K ﹤0.01%
7,259
+1,794
264
$488K ﹤0.01%
5,972
+1,466
265
$486K ﹤0.01%
8,373
-287
266
$485K ﹤0.01%
8,600
+260
267
$473K ﹤0.01%
5,154
-1,603
268
$473K ﹤0.01%
1,012
-643
269
$471K ﹤0.01%
6,718
-6,365
270
$466K ﹤0.01%
4,640
+2,268
271
$447K ﹤0.01%
53,968
+3,259
272
$438K ﹤0.01%
2,942
+930
273
$429K ﹤0.01%
7,203
+1,227
274
$428K ﹤0.01%
+7,425
275
$423K ﹤0.01%
21,944
-2,842
9 10
11
12 13