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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$811K ﹤0.01%
+4,053
127
$787K ﹤0.01%
27,174
-86,390
128
$786K ﹤0.01%
25,414
129
$772K ﹤0.01%
15,558
-965
130
$769K ﹤0.01%
19,535
-3,198
131
$765K ﹤0.01%
9,671
-213
132
$764K ﹤0.01%
7,393
+183
133
$756K ﹤0.01%
35,990
-4,591
134
$723K ﹤0.01%
9,462
+2,524
135
$705K ﹤0.01%
+24,490
136
$699K ﹤0.01%
34,273
-4,021
137
$685K ﹤0.01%
+11,913
138
$670K ﹤0.01%
3,418
+513
139
$669K ﹤0.01%
10,617
-4,474
140
$667K ﹤0.01%
22,294
141
$665K ﹤0.01%
11,905
+1,515
142
$656K ﹤0.01%
4,010
-1,085
143
$654K ﹤0.01%
+10,137
144
$639K ﹤0.01%
+4,061
145
$637K ﹤0.01%
+5,478
146
$637K ﹤0.01%
2,644
-43
147
$637K ﹤0.01%
+7,749
148
$636K ﹤0.01%
8,775
+571
149
$629K ﹤0.01%
+19,237
150
$629K ﹤0.01%
2,825
+452
4 5
6
7 8