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
326
$509K ﹤0.01%
+9,016
327
$505K ﹤0.01%
12,465
+5,430
328
$504K ﹤0.01%
+1,531
329
$492K ﹤0.01%
+3,667
330
$490K ﹤0.01%
13,107
-192
331
$485K ﹤0.01%
8,789
+704
332
$472K ﹤0.01%
19,918
+6,712
333
$465K ﹤0.01%
+12,556
334
$460K ﹤0.01%
8,312
+852
335
$449K ﹤0.01%
+3,895
336
$447K ﹤0.01%
2,725
+1,067
337
$443K ﹤0.01%
2,909
+275
338
$436K ﹤0.01%
+9,911
339
$435K ﹤0.01%
+9,101
340
$430K ﹤0.01%
1,488
-39
341
$426K ﹤0.01%
+1,617
342
$422K ﹤0.01%
+8,597
343
$411K ﹤0.01%
46,600
344
$406K ﹤0.01%
8,524
+24
345
$405K ﹤0.01%
3,142
+681
346
$403K ﹤0.01%
3,683
+595
347
$400K ﹤0.01%
853
-320
348
$399K ﹤0.01%
+4,390
349
$396K ﹤0.01%
+5,629
350
$393K ﹤0.01%
10,580
+74
12 13
14
15 16