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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$400M 1.18%
10,039,697
-250,838
27
$370M 1.09%
3,632,642
-169,420
28
$344M 1.02%
8,379,412
-1,067,305
29
$289M 0.85%
3,820,399
-375,713
30
$238M 0.7%
4,712,934
+78,982
31
$231M 0.68%
5,421,038
+728,098
32
$189M 0.56%
1,622,930
-110,048
33
$148M 0.44%
5,911,484
-380,464
34
$145M 0.43%
1,825,434
-29,325
35
$118M 0.35%
1,445,774
-17,979
36
$112M 0.33%
4,115,954
-221,272
37
$109M 0.32%
1,062,024
-23,748
38
$90.8M 0.27%
1,164,541
-19,324
39
$90.5M 0.27%
2,138,631
-69,280
40
$85.4M 0.25%
1,133,974
-35,600
41
$84.8M 0.25%
2,355,828
-94,821
42
$84.4M 0.25%
968,639
-18,997
43
$83.7M 0.25%
285,106
-4,276
44
$82.8M 0.24%
372,901
-9,037
45
$60.7M 0.18%
916,044
-30,523
46
$59.5M 0.18%
1,203,590
+22,420
47
$56.4M 0.17%
1,094,405
+22,789
48
$53.8M 0.16%
369,849
+14,024
49
$51.3M 0.15%
600,830
-1,545
50
$38.3M 0.11%
518,151
+10,633
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