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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.63M 0.01%
33,827
-5,415
102
$3.62M 0.01%
19,331
-7,753
103
$3.59M 0.01%
157,924
+24,533
104
$3.51M 0.01%
34,141
+605
105
$3.5M 0.01%
10,263
+24
106
$3.36M 0.01%
42,927
+5,716
107
$3.3M 0.01%
27,281
+2,505
108
$3.28M 0.01%
30,088
-3,385
109
$3.21M 0.01%
61,988
+2,246
110
$3.12M 0.01%
178,644
-3,744
111
$3.11M 0.01%
19,067
+186
112
$3.1M 0.01%
33,724
-162,292
113
$3.09M 0.01%
71,752
+9,428
114
$3.05M 0.01%
123,724
+13,292
115
$3.03M 0.01%
85,212
+15,978
116
$2.76M 0.01%
24,056
+475
117
$2.69M 0.01%
231,959
-272,924
118
$2.68M 0.01%
112,044
+19,291
119
$2.68M 0.01%
69,634
+716
120
$2.64M 0.01%
32,330
-5,812
121
$2.64M 0.01%
54,810
-685
122
$2.63M 0.01%
27,669
+744
123
$2.6M 0.01%
59,010
-1,000
124
$2.46M 0.01%
33,650
-21,300
125
$2.44M 0.01%
47,113
+13,038
3 4
5
6 7