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
$14.5B
AUM Growth
+$9.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.44B
2
+$1.99B
3
+$1.39B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$917M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$696M

Top Sells

1
+$1.96B
2
+$88.8M
3
+$25M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$22.2M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$14.6M

Sector Composition

1 Utilities 0.22%
2 Financials 0.16%
3 Healthcare 0.16%
4 Industrials 0.13%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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