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
326
$251K ﹤0.01%
+6,692
327
$250K ﹤0.01%
2,441
+38
328
$248K ﹤0.01%
2,052
-221
329
$247K ﹤0.01%
743
-22
330
$247K ﹤0.01%
2,812
-416
331
$241K ﹤0.01%
1,389
-272
332
$241K ﹤0.01%
+3,903
333
$240K ﹤0.01%
3,005
+99
334
$235K ﹤0.01%
6,192
+632
335
$232K ﹤0.01%
3,400
-401
336
$229K ﹤0.01%
+2,430
337
$229K ﹤0.01%
+2,307
338
$226K ﹤0.01%
7,288
+575
339
$215K ﹤0.01%
+9,582
340
$213K ﹤0.01%
+4,385
341
$212K ﹤0.01%
2,523
-84
342
$205K ﹤0.01%
1,597
-102
343
$204K ﹤0.01%
+858
344
$99.8K ﹤0.01%
10,024
345
$95K ﹤0.01%
10,715
346
$26.8K ﹤0.01%
+1,667
347
$16.9K ﹤0.01%
+19,100
348
$14.2K ﹤0.01%
20,569
349
– –
-717
350
– –
-3,748
11 12 13
14
15