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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$401K ﹤0.01%
3,351
-191
302
$395K ﹤0.01%
2,818
-21
303
$395K ﹤0.01%
5,473
+727
304
$390K ﹤0.01%
996
+253
305
$385K ﹤0.01%
+1,162
306
$384K ﹤0.01%
+2,343
307
$372K ﹤0.01%
3,409
+72
308
$370K ﹤0.01%
3,747
+4
309
$365K ﹤0.01%
3,088
+24
310
$363K ﹤0.01%
14,462
+687
311
$362K ﹤0.01%
7,996
-896
312
$362K ﹤0.01%
15,405
+669
313
$361K ﹤0.01%
17,329
+764
314
$356K ﹤0.01%
+2,904
315
$355K ﹤0.01%
4,397
-2,862
316
$355K ﹤0.01%
16,128
-9,717
317
$345K ﹤0.01%
546
+22
318
$342K ﹤0.01%
1,459
+24
319
$339K ﹤0.01%
+3,071
320
$337K ﹤0.01%
+545
321
$333K ﹤0.01%
1,928
-1,982
322
$328K ﹤0.01%
13,041
+434
323
$317K ﹤0.01%
+12,472
324
$316K ﹤0.01%
13,206
+3,624
325
$313K ﹤0.01%
3,710
11 12
13
14 15