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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.43M 0.01%
96,046
-342
127
$4.24M 0.01%
62,790
-1,490
128
$4.24M 0.01%
16,157
-280
129
$4.12M 0.01%
10,135
-1,688
130
$4.12M 0.01%
127,079
+6,520
131
$4.01M 0.01%
17,444
-405
132
$4.01M 0.01%
21,835
+617
133
$3.98M 0.01%
157,240
-1,859
134
$3.97M 0.01%
+66,041
135
$3.77M 0.01%
175,569
+132
136
$3.76M 0.01%
179,274
+121,353
137
$3.49M 0.01%
53,919
+1,994
138
$3.46M 0.01%
272,341
+174,962
139
$3.25M 0.01%
15,416
-1,804
140
$3.21M 0.01%
29,051
-1,115
141
$3.13M 0.01%
101,202
+4,805
142
$3.09M 0.01%
15,514
+47
143
$3.05M 0.01%
12,761
-1,896
144
$3.05M 0.01%
128,876
+1,890
145
$3.01M 0.01%
58,828
+3,671
146
$2.96M 0.01%
32,990
+28,630
147
$2.95M 0.01%
22,983
-364
148
$2.95M 0.01%
28,388
+563
149
$2.95M 0.01%
62,963
+3,274
150
$2.85M 0.01%
54,689
+2,357
4 5
6
7 8