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
$18.6B
AUM Growth
-$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$373M
3
+$310M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$286M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$207M

Top Sells

1
+$310M
2
+$303M
3
+$154M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$86.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.1%
3 Financials 0.08%
4 Consumer Discretionary 0.03%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.06%
403,134
+27,280
52
$10.6M 0.06%
162,094
-1,295
53
$10.4M 0.06%
+89,967
54
$10.2M 0.06%
134,323
-13,939
55
$8.31M 0.04%
179,898
+172,375
56
$6.64M 0.04%
197,050
-40,909
57
$6.54M 0.04%
39,625
-2,079
58
$6.47M 0.03%
58,559
-4,045
59
$5.58M 0.03%
138,009
-254
60
$5.46M 0.03%
+262,550
61
$4.99M 0.03%
63,212
-1,395
62
$4.97M 0.03%
79,017
+6,918
63
$4.23M 0.02%
303,802
-15,686
64
$3.71M 0.02%
103,944
+86,693
65
$3.56M 0.02%
71,242
+10,548
66
$3.42M 0.02%
188,533
-18,299
67
$3.27M 0.02%
91,662
-13,079
68
$3.12M 0.02%
94,149
-26,024
69
$3.11M 0.02%
29,269
+26,676
70
$2.89M 0.02%
77,598
+52,407
71
$2.89M 0.02%
19,368
+7,428
72
$2.83M 0.02%
116,094
+66,551
73
$2.59M 0.01%
37,628
+3,952
74
$2.55M 0.01%
+41,894
75
$2.44M 0.01%
+17,249
1 2
3
4 5