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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.4M 0.04%
153,120
+102,959
77
$12.2M 0.03%
85,684
-8,830
78
$10.7M 0.03%
82,451
+3,950
79
$9.61M 0.03%
40,087
+3,990
80
$9.5M 0.03%
208,738
-6,689
81
$9.49M 0.03%
130,957
+100,762
82
$9.47M 0.03%
95,102
+57,757
83
$9.44M 0.03%
+198,626
84
$9.21M 0.03%
192,359
+8,357
85
$8.39M 0.02%
31,500
-11,421
86
$6.7M 0.02%
99,399
+24,373
87
$6.32M 0.02%
33,170
-4,018
88
$6.08M 0.02%
281,514
+2,631
89
$6.03M 0.02%
61,428
-88,832
90
$6.02M 0.02%
13,542
-15,433
91
$5.74M 0.02%
46,151
-57,977
92
$5.7M 0.02%
229,612
+14,393
93
$5.45M 0.02%
31,249
+15,565
94
$4.97M 0.01%
59,147
+7,121
95
$4.73M 0.01%
57,216
-81,760
96
$4.71M 0.01%
260,419
+2,778
97
$4.56M 0.01%
120,338
+83,499
98
$4.18M 0.01%
44,901
-5,136
99
$3.74M 0.01%
35,912
+12,931
100
$3.71M 0.01%
15,188
+1,044
2 3
4
5 6