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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M ﹤0.01%
3,641
+249
102
$1.19M ﹤0.01%
28,685
-80
103
$1.18M ﹤0.01%
13,568
+1,121
104
$1.18M ﹤0.01%
25,617
+262
105
$1.14M ﹤0.01%
4,463
106
$1.1M ﹤0.01%
4,546
+91
107
$1.09M ﹤0.01%
9,771
-57
108
$1.09M ﹤0.01%
+62,886
109
$1.06M ﹤0.01%
6,552
-405
110
$1.05M ﹤0.01%
10,406
+904
111
$1.05M ﹤0.01%
2,701
+721
112
$1.02M ﹤0.01%
4,687
-169
113
$1.02M ﹤0.01%
3,957
-2,667
114
$1.02M ﹤0.01%
1,787
+154
115
$1.02M ﹤0.01%
4,297
-47
116
$1.01M ﹤0.01%
7,239
-310
117
$994K ﹤0.01%
+73,269
118
$976K ﹤0.01%
22,916
+18,166
119
$976K ﹤0.01%
7,300
+940
120
$954K ﹤0.01%
7,160
+1,120
121
$944K ﹤0.01%
+20,020
122
$940K ﹤0.01%
33,732
+5,152
123
$924K ﹤0.01%
14,373
124
$917K ﹤0.01%
+15,402
125
$838K ﹤0.01%
19,034
-2,994
3 4
5
6 7