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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M ﹤0.01%
51,658
+382
152
$1.23M ﹤0.01%
16,438
-2,020
153
$1.22M ﹤0.01%
9,231
+175
154
$1.22M ﹤0.01%
29,589
-1,723
155
$1.21M ﹤0.01%
11,102
+8,540
156
$1.2M ﹤0.01%
49,550
-12,054
157
$1.18M ﹤0.01%
29,895
-1,979
158
$1.14M ﹤0.01%
40,910
+10,110
159
$1.12M ﹤0.01%
22,486
+983
160
$1.12M ﹤0.01%
10,167
-1,114
161
$1.11M ﹤0.01%
26,167
-208
162
$1.11M ﹤0.01%
2,432
+92
163
$1.11M ﹤0.01%
106,270
-206
164
$1.09M ﹤0.01%
407,800
+107,546
165
$1.08M ﹤0.01%
32,156
+30
166
$1.05M ﹤0.01%
51,706
+614
167
$1.05M ﹤0.01%
10,049
-11
168
$1.03M ﹤0.01%
6,509
-854
169
$1M ﹤0.01%
31,879
+274
170
$992K ﹤0.01%
40,294
-1,031,162
171
$990K ﹤0.01%
5,604
-1,392
172
$981K ﹤0.01%
76,019
+19,506
173
$973K ﹤0.01%
11,478
+8,351
174
$968K ﹤0.01%
11,402
+1,048
175
$948K ﹤0.01%
6,252
+373
5 6
7
8 9