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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.75M 0.02%
219,112
+8,308
77
$8.42M 0.02%
38,252
-1,159
78
$7.61M 0.02%
58,350
+16
79
$7.55M 0.02%
156,559
+9,037
80
$7.42M 0.02%
35,146
+1,231
81
$7.3M 0.02%
100,133
+13,201
82
$6.95M 0.02%
34,968
-854
83
$6.81M 0.02%
27,948
-833
84
$6.53M 0.02%
24,963
+569
85
$6.12M 0.02%
148,292
+61,475
86
$5.39M 0.01%
11,211
-1,035
87
$5.21M 0.01%
151,090
-26,037
88
$4.99M 0.01%
172,809
+42,350
89
$4.69M 0.01%
186,751
+6,167
90
$4.66M 0.01%
48,205
+4,468
91
$4.55M 0.01%
264,337
+8,757
92
$4.31M 0.01%
24,796
-6,104
93
$4.19M 0.01%
78,719
+4,803
94
$3.89M 0.01%
95,769
+12,805
95
$3.87M 0.01%
91,490
+5,740
96
$3.86M 0.01%
13,453
-450
97
$3.82M 0.01%
20,302
-56
98
$3.8M 0.01%
50,665
+2,334
99
$3.79M 0.01%
16,107
+491
100
$3.74M 0.01%
8,402
-342
2 3
4
5 6