Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
-$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$453M
3
+$369M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$276M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$256M

Top Sells

1
+$355M
2
+$347M
3
+$159M
4
NANR icon
State Street SPDR S&P North American Natural Resources ETF
NANR
+$115M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$46M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.1%
3 Financials 0.08%
4 Consumer Discretionary 0.03%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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