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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54.1M 0.15%
557,703
+315,720
52
$51.2M 0.15%
712,387
-1,453
53
$50.3M 0.14%
1,146,631
-12,553
54
$48.8M 0.14%
1,274,165
-44,771
55
$47.8M 0.14%
452,899
+77,226
56
$45.5M 0.13%
999,182
+42,566
57
$42.2M 0.12%
567,461
+363,495
58
$42.1M 0.12%
682,521
-19,398
59
$39M 0.11%
788,640
+24,656
60
$38.7M 0.11%
824,453
-281,390
61
$38.4M 0.11%
841,106
-247,652
62
$35.3M 0.1%
602,829
+18,039
63
$25.9M 0.07%
235,516
-95,142
64
$24.7M 0.07%
175,803
+45,533
65
$22M 0.06%
291,621
+287,474
66
$21.2M 0.06%
55,180
-44,918
67
$17.9M 0.05%
383,504
+42,958
68
$17M 0.05%
83,446
-57,145
69
$16.9M 0.05%
92,141
+28,685
70
$16.2M 0.05%
+276,453
71
$16.1M 0.05%
620,024
+8,420
72
$15.9M 0.05%
98,436
+12,184
73
$15.5M 0.04%
545,865
+538,637
74
$14.5M 0.04%
68,873
+27,460
75
$13.5M 0.04%
161,986
+102,037
1 2
3
4 5