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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.81M 0.01%
70,167
+22,298
102
$2.8M 0.01%
19,497
+496
103
$2.79M 0.01%
+54,106
104
$2.78M 0.01%
+14,080
105
$2.75M 0.01%
16,234
+7,725
106
$2.67M 0.01%
85,043
-1,992
107
$2.57M 0.01%
28,921
-1,105
108
$2.56M 0.01%
24,275
+3,262
109
$2.5M 0.01%
23,896
+12,897
110
$2.43M 0.01%
15,085
-708
111
$2.43M 0.01%
21,164
+13,070
112
$2.39M 0.01%
15,400
-3,963
113
$2.29M 0.01%
96,149
-7,857
114
$2.27M 0.01%
182,865
-530
115
$2.27M 0.01%
49,039
-7,398
116
$2.22M 0.01%
35,392
+5,175
117
$2.18M 0.01%
27,310
+13,723
118
$2.13M 0.01%
10,819
+3,958
119
$2.1M 0.01%
31,326
-595
120
$1.86M 0.01%
61,331
-2,209
121
$1.8M 0.01%
21,723
+5,092
122
$1.79M 0.01%
6,539
+1,942
123
$1.78M 0.01%
52,609
-3,329
124
$1.78M 0.01%
6,521
+151
125
$1.69M 0.01%
68,658
-4,156
3 4
5
6 7