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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$854K ﹤0.01%
4,520
+1,345
127
$848K ﹤0.01%
8,097
-1,940
128
$829K ﹤0.01%
22,028
-873
129
$825K ﹤0.01%
22,530
-78
130
$821K ﹤0.01%
6,442
+2,558
131
$808K ﹤0.01%
9,861
+1,691
132
$806K ﹤0.01%
14,373
133
$804K ﹤0.01%
2,206
+266
134
$799K ﹤0.01%
11,384
-530
135
$792K ﹤0.01%
40,507
+84
136
$774K ﹤0.01%
18,813
-6,158
137
$770K ﹤0.01%
16,523
+6
138
$767K ﹤0.01%
22,733
139
$744K ﹤0.01%
13,333
+1,247
140
$729K ﹤0.01%
7,549
+176
141
$712K ﹤0.01%
13,774
-1,115
142
$703K ﹤0.01%
3,321
-180
143
$700K ﹤0.01%
3,177
+750
144
$685K ﹤0.01%
11,781
+624
145
$681K ﹤0.01%
9,508
-1,373
146
$652K ﹤0.01%
5,963
+254
147
$614K ﹤0.01%
12,719
-3,284
148
$602K ﹤0.01%
20,974
149
$598K ﹤0.01%
1,310
+53
150
$584K ﹤0.01%
10,798
-3,510
4 5
6
7 8