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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$340M 1.04%
6,914,795
-456,336
27
$292M 0.89%
8,408,239
+1,108,635
28
$287M 0.87%
3,148,482
-53,749
29
$277M 0.84%
9,849,652
+893,071
30
$212M 0.65%
4,792,490
+1,857
31
$194M 0.59%
+2,543,918
32
$139M 0.42%
2,273,921
-1,811,024
33
$115M 0.35%
1,799,643
-83,316
34
$112M 0.34%
5,769,940
-734,090
35
$111M 0.34%
4,631,496
+568,720
36
$108M 0.33%
1,721,107
+44,122
37
$99.1M 0.3%
1,368,911
-46,198
38
$96.6M 0.29%
1,369,859
+403,376
39
$87.9M 0.27%
1,452,490
+570,685
40
$82.4M 0.25%
872,922
-14,190
41
$72.1M 0.22%
382,084
+11,611
42
$71.6M 0.22%
1,130,939
-23,784
43
$70.5M 0.21%
341,729
+2,977
44
$70.1M 0.21%
509,987
-32,673
45
$63.7M 0.19%
599,267
-1,140,194
46
$54.5M 0.17%
1,152,205
-72,540
47
$53.4M 0.16%
709,396
+4,784
48
$52.9M 0.16%
1,197,437
-64,849
49
$52.8M 0.16%
1,150,511
-245
50
$51.9M 0.16%
1,378,077
-57,326
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