Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.4B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$127M
3
+$68.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.3M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$36.9M

Top Sells

1
+$216M
2
+$199M
3
+$146M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$124M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$98.3M

Sector Composition

1 Technology 0.36%
2 Communication Services 0.16%
3 Financials 0.13%
4 Consumer Discretionary 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.5M 0.02%
20,467
+662
102
$12.3M 0.02%
+533,760
103
$11M 0.02%
30,839
+20,668
104
$10.6M 0.02%
280,751
+23,369
105
$10.5M 0.02%
330,848
+16,792
106
$10.3M 0.02%
142,711
-3,855
107
$9.8M 0.02%
13
108
$9.74M 0.02%
202,848
+13,137
109
$9.69M 0.02%
135,764
+4,607
110
$9.39M 0.02%
95,947
-7,835
111
$9.06M 0.02%
64,007
-446
112
$9.01M 0.02%
391,801
-11,351
113
$8.96M 0.02%
327,950
+6,228
114
$8.03M 0.02%
142,863
+35,948
115
$7.72M 0.01%
69,793
-2,718
116
$7.68M 0.01%
328,500
-14,801
117
$7.66M 0.01%
302,527
+21,294
118
$7.66M 0.01%
333,618
-7,044
119
$7.3M 0.01%
30,166
-48
120
$7.26M 0.01%
39,807
-8,199
121
$7.24M 0.01%
22,964
+3,331
122
$7.05M 0.01%
115,005
+382
123
$7.05M 0.01%
58,840
+3,710
124
$6.98M 0.01%
195,445
-1,302
125
$6.97M 0.01%
309,481
-18,039
3 4
5
6 7