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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.2M 0.03%
116,974
-2,646
77
$14.1M 0.03%
196,572
-7,085
78
$13.8M 0.03%
82,929
-2,020
79
$13.6M 0.03%
124,709
-92,401
80
$13.4M 0.03%
159,780
-2,987
81
$13M 0.03%
69,896
+2,965
82
$12.8M 0.03%
26,156
+279
83
$12.1M 0.03%
516,435
+66,080
84
$11.7M 0.02%
149,247
+137,235
85
$11.3M 0.02%
30,093
-2,044
86
$9.83M 0.02%
219,398
+16,899
87
$9.16M 0.02%
17,346
-647
88
$9.1M 0.02%
251,898
+96,570
89
$8.88M 0.02%
82,500
-413
90
$8.88M 0.02%
315,378
-189,971
91
$8.59M 0.02%
366,796
+35,958
92
$8.53M 0.02%
355,594
+28,257
93
$8.41M 0.02%
364,815
+32,048
94
$8.1M 0.02%
96,773
+93,768
95
$7.83M 0.02%
29,728
-969
96
$7.72M 0.02%
184,694
-19,027
97
$7.72M 0.02%
34,967
+141
98
$7.44M 0.02%
13,001
-1,558
99
$7.26M 0.02%
27,762
+615
100
$6.9M 0.01%
+141,965
2 3
4
5 6