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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.8M 0.03%
80,610
+4,345
77
$13.5M 0.03%
505,349
-2,193
78
$13.5M 0.03%
266,399
+914
79
$13.3M 0.03%
248,484
-15,208
80
$12.9M 0.03%
66,931
+1,967
81
$12.8M 0.03%
162,767
+10,236
82
$12.4M 0.03%
25,877
+547
83
$12.2M 0.03%
203,657
-8,148
84
$11.7M 0.03%
32,137
+14
85
$10.8M 0.02%
430,719
-68,123
86
$9.65M 0.02%
450,355
+134,946
87
$9.01M 0.02%
17,993
+12,499
88
$8.86M 0.02%
276,867
-3,230
89
$8.72M 0.02%
202,499
-53,254
90
$8.57M 0.02%
47,089
+10,691
91
$8.06M 0.02%
82,913
+54,883
92
$7.87M 0.02%
203,721
-385,154
93
$7.85M 0.02%
327,337
-62,514
94
$7.68M 0.02%
330,838
-43,691
95
$7.67M 0.02%
30,697
+27,938
96
$7.54M 0.02%
332,767
-36,264
97
$7.34M 0.02%
14,559
-1,485
98
$7.07M 0.02%
34,826
+765
99
$6.79M 0.02%
132,936
+3,537
100
$6.64M 0.01%
12,141
+2,965
2 3
4
5 6