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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M ﹤0.01%
27,497
-404
102
$1.33M ﹤0.01%
24,289
+963
103
$1.25M ﹤0.01%
7,591
+1,647
104
$1.22M ﹤0.01%
30,916
-1,147
105
$1.22M ﹤0.01%
3,984
-546
106
$1.21M ﹤0.01%
26,473
-722
107
$1.19M ﹤0.01%
17,882
+983
108
$1.18M ﹤0.01%
35,545
+1,543
109
$1.12M ﹤0.01%
3,019
+45
110
$1.09M ﹤0.01%
4,861
+571
111
$1.08M ﹤0.01%
5,948
-918
112
$1.06M ﹤0.01%
4,463
-49
113
$1.04M ﹤0.01%
10,176
+5
114
$1.03M ﹤0.01%
4,642
-67
115
$1.02M ﹤0.01%
16,141
+311
116
$1.02M ﹤0.01%
16,538
+965
117
$1.02M ﹤0.01%
7,566
-135
118
$1.01M ﹤0.01%
44,354
+3,615
119
$1.01M ﹤0.01%
4,458
+60
120
$947K ﹤0.01%
4,279
-9
121
$923K ﹤0.01%
+57,288
122
$892K ﹤0.01%
27,871
-10,009
123
$886K ﹤0.01%
11,248
+216
124
$882K ﹤0.01%
5,796
-347
125
$879K ﹤0.01%
2,209
+896
3 4
5
6 7