Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
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
+$199M
2
+$174M
3
+$145M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$124M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$98.5M

Top Sells

1
+$524M
2
+$270M
3
+$193M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$143M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$82.8M

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
426
$216K ﹤0.01%
+2,642
427
$216K ﹤0.01%
2,321
-479
428
$216K ﹤0.01%
+1,510
429
$215K ﹤0.01%
+4,645
430
$215K ﹤0.01%
+6,735
431
$213K ﹤0.01%
+856
432
$211K ﹤0.01%
+1,611
433
$204K ﹤0.01%
+2,938
434
$204K ﹤0.01%
+6,065
435
$190K ﹤0.01%
+15,055
436
$137K ﹤0.01%
11,196
437
$131K ﹤0.01%
+16,284
438
$127K ﹤0.01%
+12,154
439
$108K ﹤0.01%
10,973
+949
440
$104K ﹤0.01%
+11,482
441
$93.6K ﹤0.01%
10,715
442
$22.7K ﹤0.01%
38,200
+19,100
443
– –
-19,538
444
– –
-4,817
445
– –
-3,663
446
– –
-800
447
– –
-3,360
448
– –
-10,920
449
– –
-2,525
450
– –
-1,479
15 16 17
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