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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.1M 0.01%
137,720
+8,921
152
$3.03M 0.01%
11,348
+221
153
$3.01M 0.01%
63,949
+9,375
154
$3.01M 0.01%
64,183
-31,863
155
$2.89M 0.01%
+63,387
156
$2.86M 0.01%
29,850
-3,140
157
$2.86M 0.01%
+7,156
158
$2.85M 0.01%
+7,733
159
$2.79M 0.01%
43,232
-2,698
160
$2.79M 0.01%
+22,536
161
$2.78M 0.01%
52,433
-2,256
162
$2.77M 0.01%
+55,190
163
$2.75M 0.01%
78,235
+5,731
164
$2.74M 0.01%
71,882
-1,007
165
$2.74M 0.01%
88,822
-1,342
166
$2.73M 0.01%
+3,050
167
$2.66M 0.01%
15,634
+120
168
$2.59M 0.01%
103,542
-310
169
$2.57M 0.01%
44,707
-1,788
170
$2.52M 0.01%
2,840
+1,527
171
$2.43M 0.01%
6,239
+216
172
$2.41M 0.01%
14,709
-752
173
$2.4M 0.01%
13,179
-437
174
$2.37M 0.01%
198,665
-73,676
175
$2.32M ﹤0.01%
11,540
+553
5 6
7
8 9