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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$48.1M 0.1%
995,260
-21,821
52
$46.2M 0.1%
1,859,290
+549,143
53
$43.1M 0.09%
1,123,232
-15,718
54
$40M 0.08%
797,994
-11,288
55
$39M 0.08%
155,747
+44,113
56
$37.9M 0.08%
1,464,523
+626,791
57
$37.5M 0.08%
562,184
+21,173
58
$34.6M 0.07%
757,346
-27,873
59
$32.3M 0.07%
682,524
-40,363
60
$31.9M 0.07%
427,277
+174,116
61
$31.8M 0.07%
187,539
+39,890
62
$30.9M 0.07%
304,132
-25,782
63
$29.6M 0.06%
420,484
+10,331
64
$26.4M 0.06%
645,704
+241,699
65
$23.2M 0.05%
96,398
+18,890
66
$22.4M 0.05%
101,913
+32,017
67
$22.2M 0.05%
398,638
+122,341
68
$22.1M 0.05%
116,817
+33,888
69
$20.7M 0.04%
267,765
+118,518
70
$20.4M 0.04%
254,174
+157,401
71
$20.3M 0.04%
34,714
-1,380
72
$19.5M 0.04%
847,932
+584,547
73
$19.3M 0.04%
403,922
+97,608
74
$19M 0.04%
141,802
+24,828
75
$17.7M 0.04%
183,170
-3,640
1 2
3
4 5