Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$112M
3
+$64.2M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$60.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.6M

Top Sells

1
+$231M
2
+$220M
3
+$112M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$83.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$66.3M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
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