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
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.8M ﹤0.01%
66,659
-3,400
152
$1.78M ﹤0.01%
59,698
-2,394
153
$1.71M ﹤0.01%
16,314
+103
154
$1.65M ﹤0.01%
2,452
+827
155
$1.64M ﹤0.01%
40,689
+4,112
156
$1.62M ﹤0.01%
16,209
+3,490
157
$1.58M ﹤0.01%
15,506
+4,908
158
$1.58M ﹤0.01%
3,001
+299
159
$1.55M ﹤0.01%
9,426
+6,418
160
$1.51M ﹤0.01%
15,678
+417
161
$1.5M ﹤0.01%
14,243
+4,164
162
$1.47M ﹤0.01%
28,233
-3,336
163
$1.47M ﹤0.01%
+6,016
164
$1.46M ﹤0.01%
38,520
-6,718
165
$1.46M ﹤0.01%
9,808
+158
166
$1.46M ﹤0.01%
9,316
+865
167
$1.43M ﹤0.01%
31,385
+515
168
$1.38M ﹤0.01%
12,876
-805
169
$1.38M ﹤0.01%
+13,560
170
$1.37M ﹤0.01%
25,548
+7,022
171
$1.32M ﹤0.01%
+25,206
172
$1.31M ﹤0.01%
7,266
+1,665
173
$1.28M ﹤0.01%
15,746
+5,092
174
$1.28M ﹤0.01%
4,432
+949
175
$1.25M ﹤0.01%
35,833
+637
5 6
7
8 9