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
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.91M 0.01%
12,025
+2,925
127
$2.89M 0.01%
103,475
-14,919
128
$2.87M 0.01%
15,157
+11,542
129
$2.87M 0.01%
27,819
+597
130
$2.75M 0.01%
52,994
-361
131
$2.59M 0.01%
54,895
-14,940
132
$2.58M 0.01%
34,595
+26,006
133
$2.57M 0.01%
+55,701
134
$2.48M 0.01%
45,985
-361
135
$2.47M 0.01%
86,558
+8,659
136
$2.38M 0.01%
6,881
+1,429
137
$2.35M 0.01%
73,871
-580
138
$2.24M 0.01%
9,589
+1,175
139
$2.2M 0.01%
86,071
+40,045
140
$2.18M 0.01%
198,288
+140,297
141
$2.16M 0.01%
25,563
+1,844
142
$2.16M 0.01%
8,190
+63
143
$2.13M 0.01%
87,069
+14,820
144
$2.03M ﹤0.01%
32,100
+18,090
145
$1.99M ﹤0.01%
97,345
-2,096
146
$1.93M ﹤0.01%
+86,815
147
$1.91M ﹤0.01%
16,382
-461
148
$1.87M ﹤0.01%
4,278
+2,260
149
$1.86M ﹤0.01%
17,684
+3,488
150
$1.82M ﹤0.01%
18,012
+395
4 5
6
7 8