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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.42M 0.01%
100,822
+32,564
127
$2.41M 0.01%
46,911
+2,876
128
$2.41M 0.01%
11,692
+3,981
129
$2.25M 0.01%
9,792
+221
130
$2.22M 0.01%
43,880
+3,340
131
$2.18M 0.01%
30,004
-196
132
$2.13M 0.01%
73,817
-535
133
$2.1M 0.01%
67,715
+59
134
$2.07M 0.01%
68,196
+3,960
135
$2M 0.01%
9,045
-588
136
$1.98M 0.01%
84,940
+9,616
137
$1.91M ﹤0.01%
44,793
+4,430
138
$1.88M ﹤0.01%
18,067
+3,742
139
$1.87M ﹤0.01%
11,915
-390
140
$1.87M ﹤0.01%
23,944
-361
141
$1.84M ﹤0.01%
70,354
-4,644
142
$1.78M ﹤0.01%
16,177
+273
143
$1.73M ﹤0.01%
18,215
-22,519
144
$1.7M ﹤0.01%
8,056
-212
145
$1.7M ﹤0.01%
26,625
-1,860
146
$1.63M ﹤0.01%
16,255
-127
147
$1.61M ﹤0.01%
71,813
+1,123
148
$1.6M ﹤0.01%
40,551
-71
149
$1.58M ﹤0.01%
5,095
-53
150
$1.57M ﹤0.01%
32,028
+4,631
4 5
6
7 8