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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.53M 0.01%
132,616
-1,154
102
$6.48M 0.01%
293,322
-40,260
103
$6.46M 0.01%
109,784
-5,410
104
$6.31M 0.01%
277,749
+22,483
105
$6.24M 0.01%
232,050
+348
106
$6.08M 0.01%
25,000
-691
107
$5.95M 0.01%
225,935
-1,630
108
$5.94M 0.01%
154,361
+12,531
109
$5.82M 0.01%
60,271
+1,659
110
$5.72M 0.01%
103,809
+7,767
111
$5.66M 0.01%
173,736
+19
112
$5.65M 0.01%
30,790
-6,629
113
$5.52M 0.01%
277,696
+10,488
114
$5.48M 0.01%
18,426
+3,671
115
$5.4M 0.01%
239,062
-34,412
116
$5.37M 0.01%
27,147
+2,593
117
$5.35M 0.01%
100,685
+2,495
118
$5.3M 0.01%
155,328
+84,327
119
$5.08M 0.01%
117,070
+4,777
120
$5.01M 0.01%
55,498
-169
121
$4.98M 0.01%
66,500
-18,487
122
$4.93M 0.01%
9,175
+176
123
$4.91M 0.01%
21,682
+5,354
124
$4.69M 0.01%
191,492
+18,640
125
$4.48M 0.01%
55,282
+2,240
3 4
5
6 7