Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.5B
AUM Growth
+$9.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.44B
2
+$1.99B
3
+$1.39B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$917M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$696M

Top Sells

1
+$1.96B
2
+$88.8M
3
+$25M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$22.2M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$14.6M

Sector Composition

1 Utilities 0.22%
2 Financials 0.16%
3 Healthcare 0.16%
4 Industrials 0.13%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98.2M 0.68%
6,250,008
+3,113,331
27
$95.2M 0.66%
4,372,026
+1,037,992
28
$89.6M 0.62%
1,943,028
+1,309,450
29
$81.9M 0.57%
+1,034,440
30
$81.8M 0.57%
3,293,590
+1,551,100
31
$81.5M 0.56%
1,511,916
+77,723
32
$50.2M 0.35%
+753,256
33
$45.2M 0.31%
3,197,224
+2,388,576
34
$21.2M 0.15%
1,205,567
+239,527
35
$18.5M 0.13%
259,434
-94,913
36
$18.3M 0.13%
762,858
+711,816
37
$14.1M 0.1%
+247,991
38
$11.8M 0.08%
+418,987
39
$11.4M 0.08%
242,892
+70,256
40
$10.6M 0.07%
114,968
-12,370
41
$10.2M 0.07%
+97,769
42
$10.1M 0.07%
+261,488
43
$10.1M 0.07%
209,565
-33,123
44
$8.06M 0.06%
195,732
-8,337
45
$6.86M 0.05%
47,205
-3,784
46
$5.38M 0.04%
74,320
+3,116
47
$5.11M 0.04%
100,026
+11,490
48
$4.65M 0.03%
302,103
-11,164
49
$4.07M 0.03%
+80,586
50
$3.8M 0.03%
+128,796
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