Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
This Quarter Return
+4.7%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$32B
AUM Growth
+$32B
Cap. Flow
+$1.23B
Cap. Flow %
3.84%
Top 10 Hldgs %
61.1%
Holding
278
New
23
Increased
107
Reduced
121
Closed
10

Top Buys

1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$407M
2
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$352M
3
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$256M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
$255M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$159M

Top Sells

1
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
$269M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
$188M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BBWI icon
276
Bath & Body Works
BBWI
$6.3B
– –
-5,982
Closed -$222K
GOOG icon
277
Alphabet (Google) Class C
GOOG
$2.79T
– –
-467
Closed -$818K
NOW icon
278
ServiceNow
NOW
$191B
– –
-722
Closed -$397K
8 9 10 11
12