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
301
$317K ﹤0.01%
6,830
+180
302
$310K ﹤0.01%
2,910
-130
303
$309K ﹤0.01%
+3,064
304
$308K ﹤0.01%
12,607
+278
305
$304K ﹤0.01%
4,746
+758
306
$300K ﹤0.01%
7,551
+250
307
$297K ﹤0.01%
+3,710
308
$294K ﹤0.01%
1,996
-2
309
$294K ﹤0.01%
5,500
-367
310
$292K ﹤0.01%
+1,435
311
$291K ﹤0.01%
+1,454
312
$288K ﹤0.01%
4,384
313
$287K ﹤0.01%
+1,968
314
$284K ﹤0.01%
834
-6
315
$280K ﹤0.01%
4,421
-1,076
316
$273K ﹤0.01%
+4,396
317
$268K ﹤0.01%
4,130
+385
318
$268K ﹤0.01%
494
+80
319
$265K ﹤0.01%
3,023
-226
320
$265K ﹤0.01%
524
321
$261K ﹤0.01%
+5,491
322
$257K ﹤0.01%
596
-4
323
$256K ﹤0.01%
+4,368
324
$256K ﹤0.01%
+1,680
325
$255K ﹤0.01%
1,000
+86
11 12
13
14 15