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
$18.6B
AUM Growth
-$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$373M
3
+$310M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$286M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$207M

Top Sells

1
+$310M
2
+$303M
3
+$154M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$86.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.1%
3 Financials 0.08%
4 Consumer Discretionary 0.03%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.35M 0.01%
153,488
+1,077
77
$2.1M 0.01%
+16,542
78
$2.07M 0.01%
27,265
-3,540
79
$2.05M 0.01%
252,605
+590
80
$2.01M 0.01%
44,634
+34,550
81
$1.95M 0.01%
+23,968
82
$1.94M 0.01%
16,780
+14,673
83
$1.86M 0.01%
29,296
+5,724
84
$1.74M 0.01%
16,469
+4,458
85
$1.7M 0.01%
+15,325
86
$1.63M 0.01%
+64,402
87
$1.57M 0.01%
50,052
-12,217
88
$1.46M 0.01%
47,727
-4,943
89
$1.43M 0.01%
16,043
+5,925
90
$1.43M 0.01%
50,069
+1,027
91
$1.41M 0.01%
60,914
-5,233
92
$1.37M 0.01%
24,308
+2,495
93
$1.34M 0.01%
114,880
+7,388
94
$1.34M 0.01%
64,258
-10,561
95
$1.33M 0.01%
+11,579
96
$1.26M 0.01%
73,694
-8,660
97
$1.05M 0.01%
+30,877
98
$1.04M 0.01%
+6,913
99
$1.03M 0.01%
6,543
-885
100
$1.02M 0.01%
+6,747
2 3
4
5 6