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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.3M 0.12%
603,272
+25,625
52
$29.6M 0.09%
410,743
+20,668
53
$26.3M 0.08%
238,131
-337
54
$13.8M 0.04%
127,315
-3,461
55
$13.3M 0.04%
110,318
-1,390
56
$12.8M 0.04%
198,722
-2,000
57
$12.6M 0.04%
112,851
+21,270
58
$11.4M 0.04%
99,872
+15,190
59
$11M 0.03%
101,301
+17,065
60
$10.5M 0.03%
222,075
-34,720
61
$9.26M 0.03%
36,349
-2,846
62
$9.16M 0.03%
69,652
+14,787
63
$8.4M 0.03%
21,124
+1,219
64
$7.29M 0.02%
60,863
-4,081
65
$6.05M 0.02%
25,675
+1,001
66
$5.99M 0.02%
71,641
-53
67
$5.91M 0.02%
214,909
+26,667
68
$5.51M 0.02%
45,136
-20,325
69
$5.31M 0.02%
319,086
+5,446
70
$5.16M 0.02%
47,811
-91,952
71
$4.95M 0.02%
193,006
+202
72
$4.36M 0.01%
20,354
-524
73
$4.09M 0.01%
15,994
-1,978
74
$3.91M 0.01%
56,525
+2,944
75
$3.68M 0.01%
97,184
-10,410
1 2
3
4 5