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
$18.6B
AUM Growth
-$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$373M
3
+$310M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$286M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$207M

Top Sells

1
+$310M
2
+$303M
3
+$154M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$86.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.1%
3 Financials 0.08%
4 Consumer Discretionary 0.03%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$981K 0.01%
27,308
-4,188
102
$863K ﹤0.01%
7,224
+150
103
$813K ﹤0.01%
9,150
+4,899
104
$737K ﹤0.01%
+14,903
105
$721K ﹤0.01%
8,840
+1,205
106
$672K ﹤0.01%
14,494
-2,971
107
$646K ﹤0.01%
+12,701
108
$623K ﹤0.01%
53,849
-8,035
109
$598K ﹤0.01%
12,269
-2,462
110
$590K ﹤0.01%
18,380
-4,233
111
$566K ﹤0.01%
4,304
+2,286
112
$564K ﹤0.01%
15,269
+2,823
113
$564K ﹤0.01%
11,723
+7,646
114
$516K ﹤0.01%
+25,710
115
$487K ﹤0.01%
6,726
-3,242
116
$486K ﹤0.01%
+47,622
117
$476K ﹤0.01%
8,695
-18,576
118
$452K ﹤0.01%
20,518
-1,034
119
$451K ﹤0.01%
+2,470
120
$445K ﹤0.01%
+5,300
121
$435K ﹤0.01%
+4,542
122
$380K ﹤0.01%
7,079
-714
123
$377K ﹤0.01%
18,427
-17,745
124
$353K ﹤0.01%
6,741
-1,359
125
$347K ﹤0.01%
+2,402
3 4
5
6 7