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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37M 0.11%
1,305,062
-87,602
52
$36.5M 0.11%
491,872
+19,334
53
$25.9M 0.08%
234,251
-14,743
54
$20.2M 0.06%
+644,528
55
$14.7M 0.04%
237,406
+10,240
56
$13.1M 0.04%
+91,886
57
$12M 0.04%
104,847
+5,372
58
$11.4M 0.03%
+219,406
59
$11.2M 0.03%
104,078
-6,833
60
$10.6M 0.03%
78,370
-609
61
$9.06M 0.03%
21,045
+312
62
$7.84M 0.02%
+302,926
63
$7.24M 0.02%
+32,934
64
$6.73M 0.02%
23,872
-12
65
$6.04M 0.02%
53,147
-55,205
66
$5.86M 0.02%
192,617
+6,257
67
$5.51M 0.02%
+46,614
68
$5.29M 0.02%
+37,382
69
$4.29M 0.01%
19,621
-808
70
$3.98M 0.01%
+67,957
71
$3.96M 0.01%
+11,067
72
$3.76M 0.01%
68,275
-19,867
73
$3.31M 0.01%
+12,142
74
$3.04M 0.01%
+62,931
75
$2.71M 0.01%
+10,700
1 2
3
4 5