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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.69M 0.01%
160,823
+136,875
102
$3.52M 0.01%
17,568
+5,795
103
$3.52M 0.01%
21,281
+732
104
$3.52M 0.01%
53,478
+9,440
105
$3.45M 0.01%
31,447
-3,714
106
$3.44M 0.01%
+67,813
107
$3.41M 0.01%
79,413
+4,704
108
$3.11M 0.01%
17,282
+10,085
109
$3.05M 0.01%
96,263
-12,071
110
$3M 0.01%
19,745
+383
111
$2.94M 0.01%
57,119
-4,125
112
$2.92M 0.01%
27,418
+2,088
113
$2.89M 0.01%
32,811
+2,046
114
$2.85M 0.01%
9,230
-473
115
$2.83M 0.01%
188,100
-44,916
116
$2.82M 0.01%
7,334
-1,614
117
$2.79M 0.01%
22,628
+10,210
118
$2.68M 0.01%
24,829
-30
119
$2.66M 0.01%
29,176
-78
120
$2.66M 0.01%
50,285
-2,971
121
$2.51M 0.01%
35,483
+9,233
122
$2.46M 0.01%
20,469
+3,580
123
$2.11M 0.01%
8,778
+5,591
124
$2.09M 0.01%
37,170
+32,310
125
$2.07M 0.01%
70,150
-23,880
3 4
5
6 7