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
376
$315K ﹤0.01%
+11,527
377
$308K ﹤0.01%
4,511
+30
378
$307K ﹤0.01%
12,286
+2,684
379
$307K ﹤0.01%
+4,385
380
$307K ﹤0.01%
+4,491
381
$306K ﹤0.01%
2,998
+892
382
$306K ﹤0.01%
1,966
-7
383
$305K ﹤0.01%
5,108
+1,021
384
$304K ﹤0.01%
+2,642
385
$300K ﹤0.01%
2,150
+676
386
$297K ﹤0.01%
5,572
+57
387
$294K ﹤0.01%
3,041
+783
388
$294K ﹤0.01%
+1,037
389
$291K ﹤0.01%
2,421
-483
390
$290K ﹤0.01%
4,090
-37
391
$288K ﹤0.01%
+2,372
392
$287K ﹤0.01%
5,070
+1,763
393
$286K ﹤0.01%
1,183
+366
394
$286K ﹤0.01%
2,583
-93
395
$284K ﹤0.01%
+830
396
$281K ﹤0.01%
+2,649
397
$279K ﹤0.01%
+976
398
$276K ﹤0.01%
+3,236
399
$270K ﹤0.01%
+8,598
400
$268K ﹤0.01%
+732
14 15
16
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