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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.66M 0.01%
16,374
+496
127
$1.65M 0.01%
32,579
+3,366
128
$1.61M ﹤0.01%
91,960
+20,710
129
$1.57M ﹤0.01%
19,615
-683
130
$1.55M ﹤0.01%
33,944
+1,235
131
$1.52M ﹤0.01%
100,440
-85,680
132
$1.46M ﹤0.01%
+35,913
133
$1.45M ﹤0.01%
8,815
+268
134
$1.35M ﹤0.01%
63,925
-2,840
135
$1.32M ﹤0.01%
57,230
+10,335
136
$1.3M ﹤0.01%
7,354
+149
137
$1.24M ﹤0.01%
28,659
+744
138
$1.24M ﹤0.01%
31,669
-1,619
139
$1.24M ﹤0.01%
60,834
+5,461
140
$1.24M ﹤0.01%
13,475
+1,209
141
$1.23M ﹤0.01%
35,172
+4,186
142
$1.2M ﹤0.01%
2,346
+94
143
$1.19M ﹤0.01%
50,509
+3,492
144
$1.18M ﹤0.01%
30,308
145
$1.15M ﹤0.01%
7,976
+1,806
146
$1.15M ﹤0.01%
49,438
-372
147
$1.14M ﹤0.01%
2,384
-132
148
$1.13M ﹤0.01%
258,979
+160,187
149
$1.13M ﹤0.01%
7,549
-225
150
$1.09M ﹤0.01%
42,985
+6,449
4 5
6
7 8