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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.4M 0.09%
1,155,873
-30,835
52
$36.7M 0.08%
802,968
+9,908
53
$35.8M 0.08%
758,895
-1,916
54
$35.4M 0.08%
707,335
+14,052
55
$33.7M 0.07%
1,326,522
+534,313
56
$33.5M 0.07%
74,881
+29,603
57
$31.4M 0.07%
+500,052
58
$30.5M 0.07%
330,053
-23,186
59
$29.4M 0.07%
404,155
-10,305
60
$28.3M 0.06%
1,076,357
+511,979
61
$23.7M 0.05%
112,573
+19,932
62
$23.5M 0.05%
145,742
+64,013
63
$22.3M 0.05%
217,110
-32,875
64
$21.1M 0.05%
191,335
+15,695
65
$20.3M 0.05%
37,201
+2,432
66
$19.5M 0.04%
375,944
+66,115
67
$19M 0.04%
195,363
-5,462
68
$16.9M 0.04%
341,374
+82,488
69
$16.7M 0.04%
643,678
+3,196
70
$16.2M 0.04%
411,479
+251,336
71
$15.5M 0.03%
70,875
+24,256
72
$15.5M 0.03%
84,949
-4,555
73
$14.8M 0.03%
119,620
+26,190
74
$14.2M 0.03%
496,090
+18,288
75
$14.1M 0.03%
79,959
-825
1 2
3
4 5