Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.4B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$127M
3
+$68.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.3M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$36.9M

Top Sells

1
+$216M
2
+$199M
3
+$146M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$124M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$98.3M

Sector Composition

1 Technology 0.36%
2 Communication Services 0.16%
3 Financials 0.13%
4 Consumer Discretionary 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$332K ﹤0.01%
3,165
-166
452
$330K ﹤0.01%
4,115
+62
453
$328K ﹤0.01%
28,833
-3,445
454
$327K ﹤0.01%
6,166
-20,580
455
$323K ﹤0.01%
1,826
+8
456
$319K ﹤0.01%
2,835
+322
457
$318K ﹤0.01%
3,929
-213
458
$317K ﹤0.01%
7,270
+22
459
$316K ﹤0.01%
3,185
460
$314K ﹤0.01%
2,307
+256
461
$313K ﹤0.01%
7,718
462
$309K ﹤0.01%
2,455
-302
463
$309K ﹤0.01%
1,157
+73
464
$305K ﹤0.01%
872
-2
465
$304K ﹤0.01%
4,866
-168
466
$300K ﹤0.01%
5,059
+5
467
$300K ﹤0.01%
601
+1
468
$299K ﹤0.01%
2,043
+87
469
$297K ﹤0.01%
+17,309
470
$297K ﹤0.01%
4,973
+270
471
$296K ﹤0.01%
1,783
472
$296K ﹤0.01%
3,451
-2,363
473
$293K ﹤0.01%
10,644
+274
474
$293K ﹤0.01%
3,509
+195
475
$292K ﹤0.01%
+3,828
17 18
19
20 21