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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.87M 0.01%
11,913
-228
102
$6.8M 0.01%
300,421
+7,099
103
$6.78M 0.01%
127,308
-5,628
104
$6.71M 0.01%
44,116
-2,973
105
$6.69M 0.01%
132,631
+15
106
$6.68M 0.01%
107,458
-2,326
107
$6.68M 0.01%
280,828
+3,079
108
$6.46M 0.01%
292,562
+14,866
109
$6.33M 0.01%
105,158
+1,349
110
$6.27M 0.01%
184,017
-92,850
111
$6.2M 0.01%
214,693
-216,026
112
$6.18M 0.01%
263,385
+24,323
113
$6.17M 0.01%
147,463
-6,898
114
$6.11M 0.01%
23,178
-1,822
115
$5.91M 0.01%
35,322
+4,532
116
$5.88M 0.01%
57,801
-2,470
117
$5.85M 0.01%
173,406
-330
118
$5.5M 0.01%
17,479
-947
119
$5.35M 0.01%
95,862
-4,823
120
$5.16M 0.01%
9,036
-139
121
$4.92M 0.01%
16,711
+554
122
$4.87M 0.01%
10,579
+444
123
$4.83M 0.01%
192,080
+588
124
$4.64M 0.01%
20,542
-1,140
125
$4.54M 0.01%
51,531
-3,751
3 4
5
6 7