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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.4M 0.03%
43,008
+20,408
77
$9.05M 0.03%
35,228
-3,954
78
$8.96M 0.03%
214,933
-6,428
79
$8.22M 0.03%
46,667
+5,977
80
$8.21M 0.03%
+169,428
81
$6.84M 0.02%
88,072
+40,777
82
$6.13M 0.02%
64,471
+9,459
83
$5.74M 0.02%
54,018
+3,798
84
$5.72M 0.02%
210,785
-2,008
85
$5.5M 0.02%
40,260
+4,710
86
$5.45M 0.02%
254,151
-14,320
87
$4.56M 0.01%
41,963
-376
88
$4.5M 0.01%
21,688
+14,428
89
$4.16M 0.01%
64,279
+9,462
90
$4.01M 0.01%
269,160
-26,400
91
$3.58M 0.01%
116,726
+55,651
92
$3.55M 0.01%
153,303
+57,469
93
$3.5M 0.01%
9,238
-2,413
94
$3.43M 0.01%
68,390
-4,394
95
$3.35M 0.01%
111,156
-9,766
96
$3.17M 0.01%
29,120
+560
97
$3.09M 0.01%
39,003
+16,681
98
$3.06M 0.01%
76,374
+3,805
99
$2.88M 0.01%
25,241
+2,531
100
$2.84M 0.01%
12,651
-909
2 3
4
5 6