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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$425M 1.22%
3,700,192
-103,915
27
$330M 0.94%
6,085,128
-703,695
28
$270M 0.77%
9,874,688
+861,658
29
$267M 0.76%
3,241,328
+109,763
30
$224M 0.64%
2,979,163
+253,292
31
$222M 0.63%
4,928,881
+68,036
32
$139M 0.4%
3,184,038
+2,616,055
33
$121M 0.35%
1,848,479
+107,962
34
$120M 0.34%
1,752,476
-28,697
35
$113M 0.32%
4,962,497
+3,969,762
36
$113M 0.32%
1,724,122
+6,143
37
$112M 0.32%
5,532,364
+351,860
38
$107M 0.31%
4,689,646
-38,920
39
$101M 0.29%
1,404,165
+21,640
40
$99M 0.28%
1,333,217
-23,090
41
$96.4M 0.28%
1,488,826
+9,563
42
$93.6M 0.27%
2,939,983
+2,222,448
43
$90.9M 0.26%
2,164,895
+805,549
44
$84.7M 0.24%
840,664
-21,790
45
$72.1M 0.21%
336,047
-3,332
46
$72M 0.21%
376,576
+650
47
$66.4M 0.19%
1,043,854
-85,766
48
$63.7M 0.18%
439,141
-64,194
49
$62M 0.18%
2,764,343
+2,462,445
50
$59.8M 0.17%
278,929
+206,147
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