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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$482M 1.01%
4,167,159
-24,649
27
$346M 0.73%
5,014,392
+19,303
28
$305M 0.64%
5,957,775
-94,926
29
$298M 0.63%
3,347,662
-54,143
30
$243M 0.51%
3,110,405
+64,790
31
$238M 0.5%
4,480,387
-228,089
32
$132M 0.28%
5,099,991
-152,031
33
$123M 0.26%
1,354,321
-70,461
34
$121M 0.25%
1,388,327
-45,405
35
$119M 0.25%
1,567,411
-4,204
36
$116M 0.25%
1,288,717
-36,812
37
$115M 0.24%
5,070,153
+20,043
38
$114M 0.24%
1,304,439
-66,284
39
$112M 0.24%
3,247,005
+1,084,848
40
$108M 0.23%
1,340,930
-49,034
41
$99.6M 0.21%
343,677
-2,595
42
$91.5M 0.19%
2,017,172
+587,076
43
$86.3M 0.18%
690,371
-41,563
44
$77M 0.16%
267,607
-23,797
45
$68.3M 0.14%
965,385
+7,088
46
$67.3M 0.14%
935,552
+45,426
47
$62.1M 0.13%
582,827
+7,582
48
$59.1M 0.12%
309,790
+27,908
49
$57.6M 0.12%
760,341
+47,341
50
$55.6M 0.12%
131,808
+54,868
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