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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.99M 0.01%
100,869
-4,289
127
$5.97M 0.01%
263,048
+52,370
128
$5.83M 0.01%
+141,259
129
$5.82M 0.01%
177,587
+4,181
130
$5.79M 0.01%
55,174
-2,627
131
$5.51M 0.01%
207,276
+55,542
132
$5.41M 0.01%
128,635
-18,828
133
$5.39M 0.01%
65,710
+59,585
134
$5.21M 0.01%
92,295
-3,567
135
$5.12M 0.01%
44,028
+2,944
136
$5.05M 0.01%
56,700
+250
137
$5.03M 0.01%
51,911
+5,013
138
$5.03M 0.01%
199,248
+54,278
139
$5M 0.01%
162,405
+73,583
140
$4.96M 0.01%
8,705
-331
141
$4.92M 0.01%
138,679
+66,797
142
$4.92M 0.01%
15,697
-1,014
143
$4.58M 0.01%
18,048
-85
144
$4.47M 0.01%
46,295
+16,445
145
$4.38M 0.01%
22,366
+580
146
$4.36M 0.01%
187,948
-22,640
147
$4.33M 0.01%
93,884
+29,701
148
$4.31M 0.01%
7,244
+88
149
$4.13M 0.01%
55,386
+269
150
$4.1M 0.01%
21,560
+8,381
4 5
6
7 8