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
451
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452
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454
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-3,919
456
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457
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458
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-355,594
459
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-20,569
460
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-38,061
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