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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$47.6M 0.14%
1,165,655
+29,011
52
$40.9M 0.12%
694,249
+49,014
53
$40.7M 0.12%
107,531
-3,918
54
$40.5M 0.12%
+848,070
55
$39.8M 0.12%
361,395
-37,896
56
$35M 0.11%
580,783
+11,135
57
$30.9M 0.09%
+618,276
58
$30M 0.09%
1,164,412
-75,680
59
$29.2M 0.09%
148,116
+3,478
60
$24.1M 0.07%
237,143
+83,765
61
$17.9M 0.05%
365,740
+18,291
62
$17.3M 0.05%
618,880
-30,724
63
$15.3M 0.05%
99,939
-5,587
64
$15M 0.05%
113,543
+6,136
65
$14.3M 0.04%
163,309
-5,035
66
$14.1M 0.04%
111,150
-2,251
67
$13M 0.04%
31,376
-1,677
68
$12.8M 0.04%
45,478
-4,048
69
$11.4M 0.03%
477,487
+315,621
70
$11.3M 0.03%
146,857
-2,060
71
$11.2M 0.03%
246,596
+123,951
72
$11.1M 0.03%
81,378
+10,328
73
$10.7M 0.03%
83,772
-7,736
74
$10.1M 0.03%
308,947
+183,941
75
$9.75M 0.03%
101,189
-1,644
1 2
3
4 5