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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.04M ﹤0.01%
49,866
-18,369
152
$1.04M ﹤0.01%
15,736
+2,290
153
$1.04M ﹤0.01%
89,712
+42,524
154
$1.04M ﹤0.01%
21,805
-126
155
$1.03M ﹤0.01%
7,960
+9
156
$1.03M ﹤0.01%
32,907
+2,367
157
$1.02M ﹤0.01%
25,636
-202
158
$999K ﹤0.01%
9,948
159
$996K ﹤0.01%
+31,529
160
$986K ﹤0.01%
48,520
+29,768
161
$980K ﹤0.01%
50,008
+4,609
162
$938K ﹤0.01%
2,895
+765
163
$926K ﹤0.01%
25,570
+3,236
164
$925K ﹤0.01%
62,814
-252
165
$888K ﹤0.01%
15,577
+1,600
166
$879K ﹤0.01%
2,527
+37
167
$876K ﹤0.01%
4,794
-224
168
$865K ﹤0.01%
47,711
+15,610
169
$862K ﹤0.01%
41,638
+3,786
170
$829K ﹤0.01%
34,443
+4,611
171
$826K ﹤0.01%
24,357
-675
172
$812K ﹤0.01%
3,861
+49
173
$800K ﹤0.01%
3,753
-2,870
174
$787K ﹤0.01%
10,696
-22
175
$767K ﹤0.01%
25,112
+3,496
5 6
7
8 9