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
301
$643K ﹤0.01%
10,320
+4,847
302
$639K ﹤0.01%
5,442
-18
303
$638K ﹤0.01%
18,188
-657
304
$634K ﹤0.01%
2,695
+29
305
$633K ﹤0.01%
11,424
+2,185
306
$629K ﹤0.01%
+6,502
307
$628K ﹤0.01%
9,745
+6,601
308
$627K ﹤0.01%
6,031
+2,284
309
$605K ﹤0.01%
+28,489
310
$599K ﹤0.01%
+12,098
311
$595K ﹤0.01%
8,993
+4,597
312
$582K ﹤0.01%
25,546
+9,418
313
$580K ﹤0.01%
24,113
-2,295
314
$571K ﹤0.01%
2,360
+604
315
$568K ﹤0.01%
57,354
+1,409
316
$563K ﹤0.01%
1,943
+1,124
317
$553K ﹤0.01%
+3,634
318
$547K ﹤0.01%
13,045
+417
319
$543K ﹤0.01%
5,342
-836
320
$537K ﹤0.01%
+3,115
321
$537K ﹤0.01%
27,098
+9,769
322
$529K ﹤0.01%
+4,248
323
$529K ﹤0.01%
9,087
+65
324
$522K ﹤0.01%
+26,024
325
$515K ﹤0.01%
10,654
+2,658
11 12
13
14 15