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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$299M
3
+$272M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$200M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$181M

Top Sells

1
+$531M
2
+$179M
3
+$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.52M 0.01%
146,530
-32,051
77
$3.32M 0.01%
20,452
-497
78
$2.94M 0.01%
265,759
+15,175
79
$2.66M 0.01%
16,900
+6,520
80
$2.5M 0.01%
17,484
+1,104
81
$2.29M 0.01%
26,760
+1,008
82
$2.13M 0.01%
13,858
+5,008
83
$2.12M 0.01%
157,818
+28,806
84
$2.04M 0.01%
19,940
+1,990
85
$1.93M 0.01%
56,014
-27,674
86
$1.91M 0.01%
52,186
+7,090
87
$1.83M 0.01%
153,717
+18,191
88
$1.75M 0.01%
32,317
+1,561
89
$1.52M 0.01%
122,700
+3,727
90
$1.44M 0.01%
16,428
-860
91
$1.36M 0.01%
78,300
-13,883
92
$1.35M 0.01%
29,514
-6,754
93
$1.31M 0.01%
7,255
-41
94
$1.3M 0.01%
5,973
+113
95
$1.29M 0.01%
31,120
+20
96
$1.27M 0.01%
4,329
+242
97
$1.25M 0.01%
35,921
+28,851
98
$1.25M 0.01%
30,479
+10,354
99
$1.18M ﹤0.01%
5,468
-455
100
$1.13M ﹤0.01%
27,968
+1,468
2 3
4
5 6