Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
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
+$273M
2
+$214M
3
+$196M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$183M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$167M

Top Sells

1
+$60.3M
2
+$50.1M
3
+$46.9M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.1M
5
NANR icon
State Street SPDR S&P North American Natural Resources ETF
NANR
+$38.3M

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
301
– –
-8,724
302
– –
-1,740
303
– –
-2,726
304
– –
-9,495
305
– –
-11,825
306
– –
-3,410
307
– –
-2,525
308
– –
-63,734
309
– –
-11,480
310
– –
-7,254
9 10 11 12
13