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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$369M 1.15%
18,729,156
+3,363,720
27
$355M 1.11%
3,867,983
-64,302
28
$307M 0.96%
8,673,893
-315,436
29
$287M 0.9%
3,821,115
-427,675
30
$230M 0.72%
1,980,554
+182,592
31
$202M 0.63%
4,341,598
+367,300
32
$167M 0.52%
3,819,735
+1,258,685
33
$146M 0.46%
1,862,360
-248,636
34
$144M 0.45%
5,795,252
-800,044
35
$136M 0.42%
5,040,338
+366,776
36
$115M 0.36%
1,124,479
-206,253
37
$99.5M 0.31%
2,320,674
-206,633
38
$98.7M 0.31%
1,203,523
-218,276
39
$91.2M 0.28%
1,201,393
-75,518
40
$88.1M 0.28%
2,519,972
-142,563
41
$87.8M 0.27%
292,075
-69,498
42
$85.1M 0.27%
1,165,799
-20,471
43
$80M 0.25%
387,239
-25,428
44
$79.7M 0.25%
1,218,402
-139,495
45
$75.3M 0.24%
876,884
-143,751
46
$54.4M 0.17%
1,097,681
+42,833
47
$52M 0.16%
1,006,899
+58,907
48
$49.8M 0.16%
587,954
+22,334
49
$49.2M 0.15%
348,428
+17,944
50
$39.4M 0.12%
1,395,946
+183,466
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