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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$501M 1.05%
4,191,808
-59,716
27
$343M 0.72%
6,052,701
-159,460
28
$337M 0.7%
4,995,089
-22,220
29
$334M 0.7%
3,401,805
-90,317
30
$242M 0.5%
3,045,615
+64,133
31
$241M 0.5%
4,708,476
-210,552
32
$134M 0.28%
5,252,022
+76,596
33
$131M 0.27%
1,571,615
-85,250
34
$131M 0.27%
1,424,782
-94,468
35
$126M 0.26%
1,433,732
-294,918
36
$123M 0.26%
1,325,529
-13,847
37
$120M 0.25%
5,050,110
-37,128
38
$119M 0.25%
1,370,723
+16,434
39
$110M 0.23%
1,389,964
-318,480
40
$98.3M 0.21%
346,272
-9,454
41
$90.5M 0.19%
731,934
-48,517
42
$82.8M 0.17%
291,404
-20,657
43
$74.1M 0.15%
2,162,157
-447,736
44
$73.5M 0.15%
958,297
-14,918
45
$67.5M 0.14%
1,430,096
+41,845
46
$66.9M 0.14%
890,126
-847
47
$62.5M 0.13%
575,245
+16,932
48
$56.5M 0.12%
713,000
+151,626
49
$55.6M 0.12%
281,882
-7,276
50
$51.4M 0.11%
1,017,081
-32,023
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