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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.99M 0.01%
45,087
-6,444
152
$3.98M 0.01%
167,868
+30,560
153
$3.97M 0.01%
124,356
+19,010
154
$3.97M 0.01%
16,549
+8,217
155
$3.95M 0.01%
67,193
+23,961
156
$3.92M 0.01%
121,355
-3,638
157
$3.8M 0.01%
140,813
-7,519
158
$3.71M 0.01%
29,268
+216
159
$3.65M 0.01%
72,466
-1,367
160
$3.57M 0.01%
12,182
+724
161
$3.53M 0.01%
7,892
+159
162
$3.39M 0.01%
154,767
+17,047
163
$3.36M 0.01%
131,143
+27,601
164
$3.36M 0.01%
24,813
+1,084
165
$3.33M 0.01%
3,144
+94
166
$3.32M 0.01%
57,242
-5,323
167
$3.31M 0.01%
11,831
+483
168
$3.28M 0.01%
62,539
+17,832
169
$3.27M 0.01%
27,658
+13,177
170
$3.27M 0.01%
35,629
+29,694
171
$3.27M 0.01%
3,564
+724
172
$3.19M 0.01%
71,255
-6,980
173
$3.13M 0.01%
27,649
+212
174
$3.12M 0.01%
56,880
+1,690
175
$3.02M 0.01%
15,243
+3,703
5 6
7
8 9