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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-254,215
327
– –
-4,195
328
– –
-22,160
329
– –
-4,059
330
– –
-9,995
331
– –
-8,970
332
– –
-9,850
333
– –
-6,376
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