Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.4B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$127M
3
+$68.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.3M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$36.9M

Top Sells

1
+$216M
2
+$199M
3
+$146M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$124M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$98.3M

Sector Composition

1 Technology 0.36%
2 Communication Services 0.16%
3 Financials 0.13%
4 Consumer Discretionary 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53.8M 0.1%
103,842
-2,442
52
$49.2M 0.09%
193,383
-2,114
53
$49.2M 0.09%
238,227
+666
54
$46.3M 0.09%
461,448
+91,007
55
$45.9M 0.09%
928,696
-25,044
56
$44.7M 0.09%
618,632
+7,525
57
$43.2M 0.08%
1,376,907
+38,654
58
$42.9M 0.08%
71,538
+17,462
59
$42.3M 0.08%
845,518
+54,957
60
$42.3M 0.08%
1,023,856
-34,963
61
$40.5M 0.08%
217,246
+1,304
62
$39.6M 0.08%
609,403
+79,515
63
$39.3M 0.08%
534,904
+303,672
64
$34.1M 0.07%
1,038,909
-1,007
65
$33.5M 0.06%
383,581
+59,935
66
$33.4M 0.06%
733,308
+5,089
67
$32.5M 0.06%
673,357
+13,047
68
$29.7M 0.06%
122,072
+774
69
$27.9M 0.05%
231,156
-20,057
70
$27.7M 0.05%
125,929
+618
71
$26.7M 0.05%
40,102
-1,283
72
$24.5M 0.05%
245,103
+38,718
73
$23.2M 0.04%
297,195
-264
74
$23.1M 0.04%
90,702
-2,584
75
$21.1M 0.04%
657,895
+133,798
1 2
3
4 5