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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$475M 1.2%
4,120,183
+243,660
27
$330M 0.84%
8,718,799
-979,725
28
$320M 0.81%
6,216,039
+244,349
29
$292M 0.74%
3,453,802
-21,215
30
$264M 0.67%
5,070,577
+15,741
31
$229M 0.58%
3,029,132
+49,114
32
$128M 0.32%
1,702,400
-16,767
33
$123M 0.31%
1,696,058
-111,701
34
$119M 0.3%
5,440,718
-32,434
35
$118M 0.3%
1,641,987
-41,740
36
$114M 0.29%
4,920,494
+156,024
37
$110M 0.28%
1,423,154
+36,433
38
$104M 0.26%
1,350,661
+43,184
39
$100M 0.25%
1,460,263
+2,651
40
$87.4M 0.22%
816,187
+1,247
41
$83.3M 0.21%
378,204
-8,663
42
$80.9M 0.21%
333,303
-3,910
43
$69.7M 0.18%
1,032,085
-53,061
44
$58.3M 0.15%
801,918
+44,406
45
$54.8M 0.14%
1,187,444
+35,735
46
$52.3M 0.13%
324,555
-15,941
47
$50.9M 0.13%
476,587
+35,184
48
$46.8M 0.12%
1,130,762
+5,242
49
$46.7M 0.12%
1,016,072
-400
50
$44.4M 0.11%
1,211,971
-25,905
1
2
3 4 5