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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$299M
3
+$272M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$200M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$181M

Top Sells

1
+$531M
2
+$179M
3
+$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$227M 0.9%
4,285,622
+1,731,379
27
$222M 0.89%
4,433,884
+1,309,598
28
$204M 0.81%
6,147,308
+1,999,297
29
$199M 0.79%
1,714,282
+71,278
30
$173M 0.69%
10,505,674
+3,206,604
31
$148M 0.59%
2,478,908
-507,720
32
$142M 0.56%
3,598,794
+190,026
33
$124M 0.5%
4,433,640
-63,268
34
$121M 0.48%
7,073,288
-212,756
35
$104M 0.42%
1,548,700
-188,358
36
$95.6M 0.38%
431,599
-103,660
37
$92.6M 0.37%
1,455,312
-190,286
38
$91M 0.36%
2,758,032
-87,479
39
$88.1M 0.35%
1,292,909
-70,130
40
$86.1M 0.34%
2,907,234
-127,233
41
$80.1M 0.32%
470,505
-76,783
42
$78.8M 0.31%
1,573,497
-148,893
43
$68.3M 0.27%
1,869,149
+515,942
44
$66M 0.26%
1,117,763
-101,796
45
$65.5M 0.26%
1,509,865
-191,628
46
$52.3M 0.21%
593,374
-41,922
47
$47.4M 0.19%
949,626
+142,905
48
$45.2M 0.18%
871,019
+103,760
49
$32.7M 0.13%
290,586
+22,796
50
$31.5M 0.13%
546,932
+24,168
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