Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$487M 1.15%
4,154,095
-80,942
27
$314M 0.74%
6,158,362
+13,434
28
$307M 0.72%
3,475,779
+2,755
29
$288M 0.68%
5,148,174
+129,812
30
$239M 0.56%
5,573,291
-523,605
31
$229M 0.54%
2,963,176
-65,047
32
$138M 0.33%
1,821,078
-15,807
33
$130M 0.31%
1,639,254
-20,916
34
$128M 0.3%
1,695,273
+30,306
35
$126M 0.3%
1,716,451
-7,039
36
$125M 0.3%
5,306,892
-45,486
37
$117M 0.28%
5,017,608
-155,062
38
$117M 0.28%
1,394,539
-17,539
39
$111M 0.26%
1,333,366
-10,146
40
$90.4M 0.21%
792,931
-4,748
41
$87.8M 0.21%
370,282
-3,396
42
$81.7M 0.19%
324,097
-2,355
43
$70.9M 0.17%
1,022,614
+18,832
44
$63.4M 0.15%
861,991
+37,394
45
$62.9M 0.15%
1,356,440
+14,646
46
$54.5M 0.13%
502,829
+27,218
47
$50.2M 0.12%
288,780
-16,452
48
$46.9M 0.11%
1,106,843
-1,209
49
$43.4M 0.1%
1,187,920
-4,774
50
$37.6M 0.09%
736,048
-6,868
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