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
$18.6B
AUM Growth
-$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$373M
3
+$310M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$286M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$207M

Top Sells

1
+$310M
2
+$303M
3
+$154M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$86.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.1%
3 Financials 0.08%
4 Consumer Discretionary 0.03%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$104M 0.56%
2,205,520
+926,088
27
$103M 0.55%
1,920,011
-215,759
28
$98.7M 0.53%
624,229
-75,928
29
$85.4M 0.46%
2,845,538
+207,106
30
$84.8M 0.46%
1,366,268
+592,310
31
$84.1M 0.45%
1,822,038
+90,819
32
$78.8M 0.42%
3,056,434
-1,344,561
33
$77.9M 0.42%
604,430
-127,268
34
$66.4M 0.36%
2,003,105
+1,613,056
35
$63.5M 0.34%
2,099,057
+1,865,151
36
$58.4M 0.31%
1,184,127
+780,933
37
$57M 0.31%
668,243
-138,091
38
$54.3M 0.29%
480,681
+15,320
39
$50.8M 0.27%
2,121,704
+1,819,602
40
$43.6M 0.23%
1,220,332
+1,013,655
41
$43.3M 0.23%
1,674,904
-117,612
42
$32M 0.17%
687,138
+247,328
43
$25M 0.13%
501,882
+38,403
44
$21.2M 0.11%
969,019
+866,193
45
$19M 0.1%
389,248
+8,175
46
$17.7M 0.09%
1,371,992
-572,156
47
$17M 0.09%
411,744
+39,752
48
$16.7M 0.09%
1,328,660
+1,036,900
49
$15.9M 0.09%
164,794
+11,101
50
$14.2M 0.08%
497,183
+403,528
1
2
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