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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$299M
3
+$272M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$200M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$181M

Top Sells

1
+$531M
2
+$179M
3
+$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.6M 0.12%
1,044,310
+161,850
52
$23.2M 0.09%
209,502
+33,858
53
$22M 0.09%
365,639
+14,630
54
$14.4M 0.06%
166,060
-16,933
55
$11.6M 0.05%
107,657
+40,094
56
$11.3M 0.05%
125,146
+1,366
57
$10.2M 0.04%
193,115
+4,449
58
$9.79M 0.04%
111,719
-8,905
59
$9.61M 0.04%
81,381
+6,150
60
$8.32M 0.03%
75,403
+7,306
61
$7.97M 0.03%
69,546
+28,199
62
$7.64M 0.03%
37,049
-346
63
$7.61M 0.03%
617,129
+325,963
64
$7.58M 0.03%
220,845
+24,027
65
$6.71M 0.03%
40,607
+4,005
66
$6.13M 0.02%
52,971
-7,249
67
$5.68M 0.02%
26,994
+7,088
68
$5.62M 0.02%
51,679
-7,625
69
$5.21M 0.02%
202,518
-31,736
70
$5.03M 0.02%
14,974
+3,010
71
$4.19M 0.02%
19,694
+1,762
72
$4.08M 0.02%
173,762
+6,590
73
$3.86M 0.02%
48,361
+29,063
74
$3.74M 0.01%
35,800
+5,718
75
$3.55M 0.01%
12,745
+2,129
1 2
3
4 5