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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$627K ﹤0.01%
1,397
+104
152
$626K ﹤0.01%
+3,816
153
$622K ﹤0.01%
20,974
154
$617K ﹤0.01%
11,424
+744
155
$614K ﹤0.01%
3,143
+32
156
$612K ﹤0.01%
6,492
+2,702
157
$595K ﹤0.01%
5,398
-155
158
$595K ﹤0.01%
1,504
-1,216
159
$584K ﹤0.01%
6,170
160
$572K ﹤0.01%
7,317
-23
161
$572K ﹤0.01%
14,040
-26,700
162
$570K ﹤0.01%
+8,152
163
$560K ﹤0.01%
1,611
+83
164
$552K ﹤0.01%
+11,001
165
$534K ﹤0.01%
3,556
+594
166
$524K ﹤0.01%
15,860
167
$520K ﹤0.01%
1,535
+473
168
$518K ﹤0.01%
12,064
+49
169
$489K ﹤0.01%
13,408
+1,298
170
$484K ﹤0.01%
3,646
-1,855
171
$483K ﹤0.01%
+9,680
172
$472K ﹤0.01%
2,793
+496
173
$472K ﹤0.01%
3,077
-43
174
$470K ﹤0.01%
7,990
-2,033
175
$465K ﹤0.01%
3,201
+1,000
5 6
7
8 9