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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.7M 0.11%
829,952
+27,607
52
$37.5M 0.1%
812,492
+15,903
53
$36.8M 0.09%
781,557
+5,339
54
$34.3M 0.09%
508,288
-22,637
55
$33.7M 0.09%
478,661
-16,890
56
$27.2M 0.07%
845,864
+29,964
57
$23.8M 0.06%
242,717
+15,461
58
$23.1M 0.06%
527,541
+18,699
59
$23M 0.06%
208,367
-239
60
$19.7M 0.05%
872,544
+29,602
61
$18.7M 0.05%
96,204
+7,778
62
$18.4M 0.05%
804,011
-7,198
63
$17.5M 0.04%
39,316
-2,900
64
$17M 0.04%
647,542
+22,260
65
$15.1M 0.04%
81,842
-3,788
66
$14.6M 0.04%
538,974
-103
67
$14.4M 0.04%
52,333
-1,263
68
$14.3M 0.04%
289,550
-3,655
69
$12.7M 0.03%
168,999
+24,415
70
$12.6M 0.03%
88,555
-12,103
71
$12.3M 0.03%
91,127
-4,767
72
$12.2M 0.03%
35,905
-3,281
73
$10.8M 0.03%
463,283
-9,991
74
$10.8M 0.03%
29,120
-3,139
75
$10.4M 0.03%
86,987
+3,182
1 2
3
4 5