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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.96M 0.02%
+132,294
102
$8.63M 0.02%
132,539
+66,630
103
$8.46M 0.02%
250,425
+66,408
104
$8.32M 0.02%
356,588
-10,208
105
$8.25M 0.02%
361,623
-3,192
106
$8.1M 0.02%
317,041
+102,348
107
$7.95M 0.02%
327,426
+245,328
108
$7.95M 0.02%
185,092
-34,306
109
$7.51M 0.02%
338,470
+38,049
110
$7.28M 0.02%
294,925
+102,845
111
$7.19M 0.02%
262,312
-30,250
112
$7.18M 0.02%
33,788
+30,799
113
$7.16M 0.02%
27,122
+3,944
114
$6.92M 0.01%
21,495
+4,016
115
$6.91M 0.01%
31,255
-3,712
116
$6.83M 0.01%
73,718
+52,785
117
$6.79M 0.01%
106,472
-986
118
$6.63M 0.01%
87,649
+2,512
119
$6.61M 0.01%
122,401
-4,907
120
$6.55M 0.01%
288,121
+7,293
121
$6.42M 0.01%
129,161
-3,470
122
$6.42M 0.01%
14,167
+3,588
123
$6.35M 0.01%
136,906
+40,854
124
$6.08M 0.01%
158,319
-26,375
125
$6.04M 0.01%
15,521
+7,847
3 4
5
6 7