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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.67M 0.01%
26,547
+1,650
77
$2.58M 0.01%
+15,720
78
$2.43M 0.01%
18,700
+768
79
$2.39M 0.01%
206,163
-6,982
80
$2.34M 0.01%
20,096
-1,629
81
$2.29M 0.01%
+17,953
82
$2.23M 0.01%
+14,730
83
$2.17M 0.01%
30,664
-81
84
$2.14M 0.01%
+81,076
85
$2.14M 0.01%
42,359
+736
86
$2.1M 0.01%
121,362
+8,934
87
$2.03M 0.01%
+61,740
88
$2.02M 0.01%
+76,205
89
$1.62M ﹤0.01%
26,587
-75
90
$1.62M ﹤0.01%
5,903
-239
91
$1.61M ﹤0.01%
62,792
-30,614
92
$1.6M ﹤0.01%
6,796
-63
93
$1.51M ﹤0.01%
5,384
-179
94
$1.48M ﹤0.01%
40,402
-447
95
$1.45M ﹤0.01%
39,836
-3,264
96
$1.4M ﹤0.01%
20,685
-40
97
$1.37M ﹤0.01%
3,189
+896
98
$1.28M ﹤0.01%
11,866
-2,123
99
$1.21M ﹤0.01%
23,828
-2,750
100
$1.2M ﹤0.01%
7,080
-458
2 3
4
5 6