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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$212K ﹤0.01%
522
-496
277
$208K ﹤0.01%
2,104
-605
278
$205K ﹤0.01%
+600
279
$148K ﹤0.01%
11,827
-2,615
280
$134K ﹤0.01%
+11,613
281
$131K ﹤0.01%
+11,196
282
$115K ﹤0.01%
+19,246
283
$94.5K ﹤0.01%
+10,024
284
$90.1K ﹤0.01%
+10,715
285
$37.6K ﹤0.01%
+15,107
286
$7.3K ﹤0.01%
+10,000
287
$4.58K ﹤0.01%
+1,182
288
– –
-3,170
289
– –
-4,328
290
– –
-2,396
291
– –
-14,400
292
– –
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293
– –
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294
– –
-2,457
295
– –
-3,970
296
– –
-3,251
297
– –
-2,343
298
– –
-210,828
299
– –
-5,301
300
– –
-143,021
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