Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.8M 0.03%
468,866
+298,877
77
$10.5M 0.02%
177,459
+170,868
78
$10.4M 0.02%
25,349
-1,204
79
$9.95M 0.02%
131,698
+19,878
80
$9.38M 0.02%
35,997
+2,545
81
$9.37M 0.02%
43,927
+9,635
82
$9.34M 0.02%
61,472
+3,216
83
$8.11M 0.02%
+339,802
84
$8.03M 0.02%
40,000
+21,768
85
$7.52M 0.02%
76,030
+72,448
86
$7.43M 0.02%
+319,329
87
$7.39M 0.02%
+323,229
88
$7.25M 0.02%
31,151
-1,099
89
$7.23M 0.02%
147,015
-6,951
90
$6.63M 0.02%
+296,187
91
$6.41M 0.02%
276,471
-213,512
92
$6.37M 0.02%
28,999
+17,447
93
$6.32M 0.01%
254,250
+204,526
94
$5.84M 0.01%
177,780
-391,018
95
$5.7M 0.01%
16,113
+1,209
96
$5.6M 0.01%
150,585
+964
97
$5.49M 0.01%
110,850
+23,250
98
$5.38M 0.01%
38,198
+13,301
99
$5.16M 0.01%
20,746
-759
100
$5.15M 0.01%
116,404
+12,740
2 3
4
5 6