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
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$214K ﹤0.01%
+3,933
302
$212K ﹤0.01%
+2,223
303
$211K ﹤0.01%
+681
304
$206K ﹤0.01%
+3,251
305
$206K ﹤0.01%
3,490
-3,566
306
$204K ﹤0.01%
+1,072
307
$202K ﹤0.01%
4,256
-137
308
$200K ﹤0.01%
+7,544
309
$200K ﹤0.01%
+7,848
310
$137K ﹤0.01%
+11,627
311
$118K ﹤0.01%
+10,969
312
$95.5K ﹤0.01%
+10,024
313
$90.5K ﹤0.01%
+10,715
314
$85.1K ﹤0.01%
+1,556
315
$50K ﹤0.01%
+13,000
316
$37.6K ﹤0.01%
+12,333
317
$15.5K ﹤0.01%
+20,569
318
$5.73K ﹤0.01%
+10,000
319
– –
-47,679
320
– –
-3,352
321
– –
-2,639
322
– –
-81,000
323
– –
-19,983
324
– –
-22,830
325
– –
-5,430
10 11 12
13
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