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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M ﹤0.01%
13,620
-5,895
252
$1.07M ﹤0.01%
+5,821
253
$1.06M ﹤0.01%
24,224
+19,000
254
$1.06M ﹤0.01%
38,659
+11,611
255
$1.05M ﹤0.01%
15,013
+4,811
256
$1.05M ﹤0.01%
2,884
+1,888
257
$1.03M ﹤0.01%
16,057
+2,398
258
$1.03M ﹤0.01%
3,097
+1,935
259
$1.02M ﹤0.01%
4,146
+2,616
260
$1.02M ﹤0.01%
12,761
+10,489
261
$1.02M ﹤0.01%
1,929
+144
262
$999K ﹤0.01%
4,381
+3,336
263
$949K ﹤0.01%
28,563
-246
264
$925K ﹤0.01%
+8,308
265
$921K ﹤0.01%
26,263
-1,180
266
$919K ﹤0.01%
36,559
+24,087
267
$914K ﹤0.01%
+1,596
268
$908K ﹤0.01%
16,174
+8,101
269
$900K ﹤0.01%
10,502
-645
270
$896K ﹤0.01%
37,081
+3,700
271
$887K ﹤0.01%
12,375
+7,418
272
$886K ﹤0.01%
94,123
-10,883
273
$872K ﹤0.01%
2,478
+34
274
$855K ﹤0.01%
44,573
+21,342
275
$847K ﹤0.01%
4,092
-162
9 10
11
12 13