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
351
$384K ﹤0.01%
+14,483
352
$379K ﹤0.01%
1,694
+75
353
$378K ﹤0.01%
+2,156
354
$373K ﹤0.01%
16,801
+1,396
355
$372K ﹤0.01%
2,705
+922
356
$371K ﹤0.01%
15,687
+1,225
357
$370K ﹤0.01%
4,164
+781
358
$366K ﹤0.01%
+8,164
359
$364K ﹤0.01%
+12,978
360
$358K ﹤0.01%
+48,136
361
$356K ﹤0.01%
+2,945
362
$354K ﹤0.01%
+3,640
363
$345K ﹤0.01%
1,939
+251
364
$345K ﹤0.01%
1,473
+689
365
$343K ﹤0.01%
3,247
-162
366
$340K ﹤0.01%
+1,956
367
$339K ﹤0.01%
+6,746
368
$336K ﹤0.01%
+2,665
369
$330K ﹤0.01%
7,107
-2,236
370
$325K ﹤0.01%
28,833
+7,983
371
$325K ﹤0.01%
+3,012
372
$324K ﹤0.01%
13,151
+110
373
$320K ﹤0.01%
+764
374
$319K ﹤0.01%
8,111
+560
375
$318K ﹤0.01%
+13,954
13 14
15
16 17