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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$231K ﹤0.01%
+7,980
277
$231K ﹤0.01%
+3,732
278
$227K ﹤0.01%
5,796
-6,163
279
$227K ﹤0.01%
5,137
+622
280
$225K ﹤0.01%
7,231
-752
281
$223K ﹤0.01%
1,342
-31
282
$219K ﹤0.01%
1,261
+8
283
$216K ﹤0.01%
590
+2
284
$211K ﹤0.01%
5,184
+187
285
$209K ﹤0.01%
2,493
-12
286
$187K ﹤0.01%
14,967
287
$186K ﹤0.01%
11,355
288
$180K ﹤0.01%
+10,000
289
$180K ﹤0.01%
+13,476
290
$113K ﹤0.01%
+10,416
291
$101K ﹤0.01%
+10,715
292
$101K ﹤0.01%
+10,024
293
$35K ﹤0.01%
10,000
294
– –
-6,633
295
– –
-43,800
296
– –
-9,723
297
– –
-11,687
298
– –
-2,500
299
– –
-5,835
300
– –
-10,440
10 11
12
13 14