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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.81M 0.01%
128,799
+18,329
152
$2.81M 0.01%
45,930
+30,282
153
$2.79M 0.01%
11,127
+527
154
$2.71M 0.01%
103,852
+4,940
155
$2.64M 0.01%
72,504
+3,856
156
$2.62M 0.01%
+72,889
157
$2.59M 0.01%
+90,164
158
$2.53M 0.01%
99,688
+11,790
159
$2.47M 0.01%
54,574
+3,305
160
$2.47M 0.01%
46,495
+18,768
161
$2.46M 0.01%
9,551
-232
162
$2.33M 0.01%
65,561
+3,057
163
$2.3M 0.01%
13,616
+11,257
164
$2.22M ﹤0.01%
25,189
+309
165
$2.19M ﹤0.01%
46,543
-890
166
$2.14M ﹤0.01%
15,461
-567
167
$2.12M ﹤0.01%
36,424
-12,602
168
$2.01M ﹤0.01%
10,987
+4,589
169
$1.98M ﹤0.01%
6,023
-8
170
$1.97M ﹤0.01%
16,348
+351
171
$1.96M ﹤0.01%
+17,354
172
$1.96M ﹤0.01%
45,944
+11,898
173
$1.95M ﹤0.01%
+22,280
174
$1.9M ﹤0.01%
16,007
+1,102
175
$1.86M ﹤0.01%
16,999
-388
5 6
7
8 9