Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.06M 0.01%
217,499
+37,344
102
$4.71M 0.01%
60,581
+35,334
103
$4.68M 0.01%
175,535
-6,407
104
$4.65M 0.01%
9,121
-464
105
$4.59M 0.01%
260,083
+248
106
$4.46M 0.01%
52,476
+5,942
107
$4.46M 0.01%
17,016
-9,644
108
$4.43M 0.01%
116,643
+21,677
109
$4.42M 0.01%
9,257
-3,406
110
$4.16M 0.01%
11,676
+1,470
111
$4.04M 0.01%
87,508
+9,857
112
$3.81M 0.01%
155,571
+27,528
113
$3.77M 0.01%
22,101
+2,250
114
$3.66M 0.01%
15,179
-1,378
115
$3.54M 0.01%
86,539
+14,055
116
$3.52M 0.01%
33,717
-10,961
117
$3.43M 0.01%
31,137
+3,265
118
$3.37M 0.01%
179,457
-1,221
119
$3.19M 0.01%
16,571
-3,652
120
$3.15M 0.01%
40,858
+24,606
121
$3.09M 0.01%
100,464
+16,965
122
$3.09M 0.01%
6,343
+391
123
$2.95M 0.01%
55,759
-8,468
124
$2.94M 0.01%
23,516
-57
125
$2.91M 0.01%
122,026
+29,283
3 4
5
6 7