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
$14.5B
AUM Growth
+$9.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.44B
2
+$1.99B
3
+$1.39B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$917M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$696M

Top Sells

1
+$1.96B
2
+$88.8M
3
+$25M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$22.2M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$14.6M

Sector Composition

1 Utilities 0.22%
2 Financials 0.16%
3 Healthcare 0.16%
4 Industrials 0.13%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.72M 0.03%
79,849
-21,184
52
$3.71M 0.03%
+159,830
53
$3.42M 0.02%
+31,354
54
$3.12M 0.02%
51,297
+1,800
55
$3.02M 0.02%
+86,547
56
$3.02M 0.02%
+89,622
57
$2.88M 0.02%
+171,990
58
$2.83M 0.02%
+57,987
59
$2.77M 0.02%
60,339
-19,608
60
$2.34M 0.02%
93,392
-13,690
61
$2.23M 0.02%
94,702
-2,445
62
$2.15M 0.01%
+19,509
63
$2.13M 0.01%
+88,963
64
$1.97M 0.01%
+80,449
65
$1.91M 0.01%
+65,154
66
$1.85M 0.01%
+69,732
67
$1.84M 0.01%
31,204
+341
68
$1.77M 0.01%
+32,831
69
$1.75M 0.01%
+74,819
70
$1.68M 0.01%
32,727
-2,181
71
$1.6M 0.01%
+28,165
72
$1.54M 0.01%
76,834
-12,779
73
$1.41M 0.01%
26,279
+3,510
74
$1.05M 0.01%
+12,597
75
$1.05M 0.01%
11,256
-5,549
1 2
3
4 5