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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$413K ﹤0.01%
19,538
277
$399K ﹤0.01%
+8,073
278
$399K ﹤0.01%
+3,542
279
$399K ﹤0.01%
1,509
-192
280
$398K ﹤0.01%
8,381
-2,947
281
$393K ﹤0.01%
6,280
-420
282
$390K ﹤0.01%
+2,281
283
$385K ﹤0.01%
+3,743
284
$384K ﹤0.01%
2,414
+294
285
$371K ﹤0.01%
2,839
+47
286
$367K ﹤0.01%
9,398
+736
287
$366K ﹤0.01%
+8,892
288
$362K ﹤0.01%
965
+147
289
$355K ﹤0.01%
+1,664
290
$353K ﹤0.01%
8,472
291
$345K ﹤0.01%
3,337
+505
292
$341K ﹤0.01%
4,813
-635
293
$334K ﹤0.01%
+4,088
294
$332K ﹤0.01%
3,619
-533
295
$332K ﹤0.01%
1,506
+78
296
$331K ﹤0.01%
16,565
+217
297
$331K ﹤0.01%
14,736
+195
298
$331K ﹤0.01%
13,775
+215
299
$321K ﹤0.01%
4,138
+674
300
$318K ﹤0.01%
+8,126
10 11
12
13 14