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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17M 0.04%
319,558
+67,660
77
$16.9M 0.04%
170,062
+45,353
78
$16.9M 0.04%
153,526
-8,207
79
$16.6M 0.03%
30,744
+13,398
80
$16.1M 0.03%
91,487
+17,100
81
$15.3M 0.03%
56,865
+27,137
82
$15M 0.03%
579,115
-34,147
83
$15M 0.03%
522,155
-6,208
84
$14.5M 0.03%
133,382
+50,882
85
$14.1M 0.03%
270,876
+20,552
86
$13.8M 0.03%
77,875
-219
87
$13.8M 0.03%
179,855
-16,717
88
$13.2M 0.03%
25,748
-408
89
$13M 0.03%
32,455
+2,362
90
$12.7M 0.03%
21,755
+8,754
91
$12.5M 0.03%
164,553
+4,773
92
$12.1M 0.03%
29,979
+2,217
93
$11.9M 0.03%
455,308
+139,930
94
$11.7M 0.02%
61,484
+26,162
95
$11.5M 0.02%
538,158
+21,723
96
$10.5M 0.02%
232,475
+168,526
97
$10.4M 0.02%
+137,701
98
$9.65M 0.02%
54,504
+10,388
99
$9.36M 0.02%
201,647
+59,682
100
$9.18M 0.02%
15,598
+3,685
2 3
4
5 6