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
$18.6B
AUM Growth
-$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$373M
3
+$310M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$286M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$207M

Top Sells

1
+$310M
2
+$303M
3
+$154M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$86.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.1%
3 Financials 0.08%
4 Consumer Discretionary 0.03%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K ﹤0.01%
17,416
+2,656
127
$328K ﹤0.01%
+4,083
128
$326K ﹤0.01%
14,950
-3,395
129
$325K ﹤0.01%
20,199
+314
130
$317K ﹤0.01%
+9,312
131
$287K ﹤0.01%
2,610
-3,201
132
$254K ﹤0.01%
7,274
-153
133
$243K ﹤0.01%
2,808
-5,582
134
$242K ﹤0.01%
8,436
+756
135
$239K ﹤0.01%
+7,140
136
$238K ﹤0.01%
+488
137
$231K ﹤0.01%
+5,314
138
$219K ﹤0.01%
+1,659
139
$216K ﹤0.01%
1,935
-33
140
$210K ﹤0.01%
2,140
-35,940
141
$207K ﹤0.01%
+3,491
142
$204K ﹤0.01%
+7,340
143
$197K ﹤0.01%
11,941
+3,421
144
$125K ﹤0.01%
+11,355
145
$102K ﹤0.01%
+2,563
146
$55K ﹤0.01%
+11,406
147
$12K ﹤0.01%
+23,502
148
– –
-5,067
149
– –
-2,781
150
– –
-10,568
3 4 5
6
7