Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.7M 0.09%
766,963
+2,547
52
$36.2M 0.09%
770,338
-17,476
53
$32.1M 0.08%
456,871
-30,881
54
$29M 0.07%
385,633
-64,037
55
$27.4M 0.06%
618,576
+539,020
56
$27M 0.06%
653,915
-14,267,456
57
$24.4M 0.06%
828,100
+599,446
58
$23.9M 0.06%
240,646
+88,529
59
$19.6M 0.05%
101,952
+17,357
60
$19.6M 0.05%
178,150
-18,154
61
$19.1M 0.05%
377,302
+94,832
62
$17.9M 0.04%
37,504
+1,260
63
$17.6M 0.04%
46,753
+7,530
64
$17.1M 0.04%
655,298
+10,484
65
$15.4M 0.04%
75,796
-6,758
66
$15.3M 0.04%
522,860
-11,171
67
$14.4M 0.03%
47,492
-1,399
68
$13.2M 0.03%
276,449
-829,534
69
$13.2M 0.03%
84,994
+563
70
$12.9M 0.03%
528,238
+61,840
71
$12.8M 0.03%
255,023
+8,047
72
$12.7M 0.03%
84,631
+1,761
73
$12.4M 0.03%
162,857
+138,970
74
$12.3M 0.03%
87,786
+2,272
75
$11.6M 0.03%
222,279
-835
1 2
3
4 5