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
$14.5B
AUM Growth
+$9.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.44B
2
+$1.99B
3
+$1.39B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$917M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$696M

Top Sells

1
+$1.96B
2
+$88.8M
3
+$25M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$22.2M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$14.6M

Sector Composition

1 Utilities 0.22%
2 Financials 0.16%
3 Healthcare 0.16%
4 Industrials 0.13%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.01%
19,670
-2,450
77
$922K 0.01%
20,647
-5,009
78
$885K 0.01%
2,745
-83
79
$802K 0.01%
24,698
-18,996
80
$759K 0.01%
6,979
+516
81
$745K 0.01%
22,458
-1,932
82
$724K 0.01%
+7,395
83
$631K ﹤0.01%
+7,910
84
$608K ﹤0.01%
+58,303
85
$575K ﹤0.01%
9,217
+8,132
86
$460K ﹤0.01%
22,319
-14,576
87
$458K ﹤0.01%
17,807
+17,481
88
$435K ﹤0.01%
10,384
-1,475
89
$403K ﹤0.01%
11,311
+934
90
$388K ﹤0.01%
4,506
+4,048
91
$363K ﹤0.01%
7,883
+188
92
$332K ﹤0.01%
+2,404
93
$269K ﹤0.01%
5,394
+1,010
94
$248K ﹤0.01%
5,811
-4,416
95
$233K ﹤0.01%
7,719
+793
96
$232K ﹤0.01%
16,192
-11,126
97
$223K ﹤0.01%
5,751
+970
98
$207K ﹤0.01%
1,725
+284
99
$203K ﹤0.01%
2,046
+1,970
100
$174K ﹤0.01%
37,422
+2,612
2 3
4
5 6