Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.4B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$127M
3
+$68.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.3M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$36.9M

Top Sells

1
+$216M
2
+$199M
3
+$146M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$124M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$98.3M

Sector Composition

1 Technology 0.36%
2 Communication Services 0.16%
3 Financials 0.13%
4 Consumer Discretionary 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$204K ﹤0.01%
+1,444
527
$203K ﹤0.01%
+2,995
528
$201K ﹤0.01%
+4,471
529
$188K ﹤0.01%
+39,863
530
$184K ﹤0.01%
26,241
-13,474
531
$149K ﹤0.01%
+14,376
532
$138K ﹤0.01%
11,196
533
$114K ﹤0.01%
12,200
534
$106K ﹤0.01%
+1,941
535
$106K ﹤0.01%
10,979
+6
536
$94K ﹤0.01%
10,715
537
$93.8K ﹤0.01%
15,534
538
$45.5K ﹤0.01%
+10,000
539
$13.3K ﹤0.01%
19,100
540
– –
-24,983
541
– –
-1,053
542
– –
-1,823
543
– –
-5,022
544
– –
-26,792
545
– –
-10,072
546
– –
-15,085
547
– –
-744
548
– –
-5,158
549
– –
-8,060
550
– –
-5,065
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