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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.59M 0.01%
94,596
-12,213
77
$3.51M 0.01%
121,561
-7,652
78
$3.49M 0.01%
15,371
-4,983
79
$3.38M 0.01%
10,594
-653
80
$2.69M 0.01%
230,401
+3,002
81
$2.59M 0.01%
24,001
+63
82
$2.53M 0.01%
20,746
+14,532
83
$2.26M 0.01%
14,600
-2,280
84
$2.21M 0.01%
32,022
-402
85
$2.01M 0.01%
41,796
-3,625
86
$2.01M 0.01%
40,866
+166
87
$1.95M 0.01%
17,610
-2,560
88
$1.94M 0.01%
57,270
+33,945
89
$1.89M 0.01%
57,799
-6,915
90
$1.84M 0.01%
14,328
-1,521
91
$1.68M 0.01%
16,710
-1,663
92
$1.62M 0.01%
101,208
-5,418
93
$1.6M 0.01%
6,593
+11
94
$1.56M ﹤0.01%
21,110
-185
95
$1.55M ﹤0.01%
7,233
+63
96
$1.5M ﹤0.01%
6,750
-279
97
$1.47M ﹤0.01%
8,856
+993
98
$1.46M ﹤0.01%
49,820
-9,204
99
$1.46M ﹤0.01%
5,297
-79
100
$1.41M ﹤0.01%
13,620
+4,300
2 3
4
5 6