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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.4M 0.1%
1,138,950
-16,923
52
$41.4M 0.09%
809,282
+101,947
53
$36.8M 0.08%
785,219
-17,749
54
$35.6M 0.07%
541,011
+40,959
55
$35.4M 0.07%
1,310,147
-16,375
56
$34.8M 0.07%
722,887
-36,008
57
$33.1M 0.07%
76,940
+2,059
58
$32M 0.07%
410,153
+5,998
59
$31.6M 0.07%
329,914
-139
60
$26M 0.05%
111,634
-939
61
$25.8M 0.05%
147,649
+1,907
62
$23.6M 0.05%
837,732
-238,625
63
$20.8M 0.04%
36,094
-1,107
64
$19.8M 0.04%
253,161
+186,661
65
$18.9M 0.04%
186,810
-8,553
66
$18.4M 0.04%
77,508
+6,633
67
$17.9M 0.04%
161,733
-29,602
68
$16.8M 0.04%
404,005
-7,474
69
$16.4M 0.03%
613,262
-30,416
70
$16.2M 0.03%
306,314
-35,060
71
$15.9M 0.03%
528,363
+32,273
72
$15.4M 0.03%
78,094
-2,516
73
$15.4M 0.03%
276,297
-99,647
74
$14.8M 0.03%
74,387
-5,572
75
$14.4M 0.03%
250,324
+1,840
1 2
3
4 5