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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$582K ﹤0.01%
1,975
+314
152
$577K ﹤0.01%
25,414
153
$577K ﹤0.01%
8,204
-6
154
$576K ﹤0.01%
6,131
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155
$552K ﹤0.01%
1,549
+167
156
$522K ﹤0.01%
13,588
-205
157
$517K ﹤0.01%
22,191
-1,011
158
$513K ﹤0.01%
11,283
-1,065
159
$511K ﹤0.01%
14,099
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160
$505K ﹤0.01%
15,860
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161
$494K ﹤0.01%
2,677
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$480K ﹤0.01%
2,899
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163
$479K ﹤0.01%
6,481
-178
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$476K ﹤0.01%
3,517
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165
$475K ﹤0.01%
12,624
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166
$462K ﹤0.01%
6,116
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167
$458K ﹤0.01%
8,770
+290
168
$445K ﹤0.01%
36,293
+11,039
169
$435K ﹤0.01%
6,922
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170
$432K ﹤0.01%
11,917
-402
171
$430K ﹤0.01%
1,200
+479
172
$427K ﹤0.01%
5,758
-4,944
173
$421K ﹤0.01%
6,358
-162
174
$417K ﹤0.01%
19,538
175
$415K ﹤0.01%
372
5 6
7
8 9