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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.52M 0.01%
96,052
-21,018
127
$4.46M 0.01%
46,898
-8,600
128
$4.41M 0.01%
18,133
+689
129
$4.41M 0.01%
151,734
-80,316
130
$4.41M 0.01%
124,993
-2,086
131
$4.37M 0.01%
148,332
-8,908
132
$4.33M 0.01%
21,786
-49
133
$4.27M 0.01%
65,909
-132
134
$4.08M 0.01%
210,588
+35,019
135
$4.02M 0.01%
144,970
-80,965
136
$4M 0.01%
56,450
-6,340
137
$3.9M 0.01%
210,678
+31,404
138
$3.76M 0.01%
55,117
+1,198
139
$3.75M 0.01%
73,833
-192,566
140
$3.41M 0.01%
29,052
+1
141
$3.39M 0.01%
105,346
+4,144
142
$3.37M 0.01%
137,308
+8,432
143
$3.31M 0.01%
23,729
+746
144
$3.27M 0.01%
62,565
-398
145
$3.2M 0.01%
121,695
+22,007
146
$3.18M 0.01%
11,458
-1,303
147
$3.17M 0.01%
+85,137
148
$3.13M 0.01%
27,437
-951
149
$3.12M 0.01%
+64,824
150
$3.11M 0.01%
7,674
+2,806
4 5
6
7 8