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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$491M 1.09%
4,251,524
+44,982
27
$338M 0.75%
6,212,161
-103,664
28
$321M 0.71%
5,017,309
+25,394
29
$296M 0.66%
3,492,122
+30,224
30
$248M 0.55%
4,919,028
-325,131
31
$230M 0.51%
2,981,482
+31,763
32
$145M 0.32%
1,728,650
-57,564
33
$134M 0.3%
1,519,250
-34,421
34
$130M 0.29%
1,656,865
-10,411
35
$125M 0.28%
1,708,444
+4,532
36
$123M 0.27%
5,175,426
-44,718
37
$116M 0.26%
5,087,238
+113,094
38
$115M 0.26%
1,339,376
-22,975
39
$106M 0.24%
1,354,289
+26,478
40
$95.5M 0.21%
355,726
+2,062
41
$88.6M 0.2%
780,451
+1,405
42
$84.1M 0.19%
2,609,893
+757,337
43
$81.9M 0.18%
312,061
-1,902
44
$67.5M 0.15%
973,215
-18,571
45
$64.2M 0.14%
890,973
+24,876
46
$63M 0.14%
1,388,251
+28,228
47
$59.5M 0.13%
558,313
+15,638
48
$52.6M 0.12%
289,158
+31,365
49
$46.6M 0.1%
1,049,104
-37,486
50
$42.7M 0.09%
+561,374
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