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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$211K ﹤0.01%
+4,861
277
$209K ﹤0.01%
+430
278
$205K ﹤0.01%
+5,051
279
$195K ﹤0.01%
16,783
-13,975
280
$181K ﹤0.01%
+12,800
281
$177K ﹤0.01%
14,967
282
$167K ﹤0.01%
11,355
283
$136K ﹤0.01%
11,196
284
$122K ﹤0.01%
+40,000
285
$110K ﹤0.01%
11,643
-1,124
286
$104K ﹤0.01%
+2,158
287
$99.2K ﹤0.01%
10,024
288
$92K ﹤0.01%
10,715
289
$9.61K ﹤0.01%
10,000
290
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291
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292
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293
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294
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295
– –
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296
– –
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297
– –
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298
– –
-62,854
299
– –
-103,145
300
– –
-8,724
9 10 11
12
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