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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$826K ﹤0.01%
7,994
-338
277
$823K ﹤0.01%
6,377
+4,281
278
$813K ﹤0.01%
7,061
+505
279
$813K ﹤0.01%
+3,204
280
$807K ﹤0.01%
19,933
+1,945
281
$806K ﹤0.01%
16,500
-5,683
282
$797K ﹤0.01%
11,808
+4,631
283
$795K ﹤0.01%
4,592
+1,774
284
$778K ﹤0.01%
5,902
+526
285
$777K ﹤0.01%
+3,440
286
$776K ﹤0.01%
6,574
-589
287
$758K ﹤0.01%
4,059
-5,300
288
$753K ﹤0.01%
8,949
+362
289
$752K ﹤0.01%
7,558
+3,751
290
$751K ﹤0.01%
41,673
-50,039
291
$736K ﹤0.01%
1,729
+12
292
$734K ﹤0.01%
63,448
+7,678
293
$730K ﹤0.01%
3,031
+1,572
294
$729K ﹤0.01%
8,655
-2,167
295
$715K ﹤0.01%
5,410
+41
296
$713K ﹤0.01%
5,430
+1,431
297
$675K ﹤0.01%
1,594
-1,825
298
$666K ﹤0.01%
16,458
+351
299
$666K ﹤0.01%
+8,802
300
$661K ﹤0.01%
3,620
-67
10 11
12
13 14