Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.4B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$127M
3
+$68.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.3M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$36.9M

Top Sells

1
+$216M
2
+$199M
3
+$146M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$124M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$98.3M

Sector Composition

1 Technology 0.36%
2 Communication Services 0.16%
3 Financials 0.13%
4 Consumer Discretionary 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.83M 0.01%
95,115
-2,656
152
$4.76M 0.01%
7,983
-103
153
$4.75M 0.01%
60,378
-23,593
154
$4.71M 0.01%
133,012
-8,078
155
$4.71M 0.01%
16,026
-1,862
156
$4.63M 0.01%
+94,393
157
$4.59M 0.01%
15,633
+600
158
$4.58M 0.01%
15,396
+135
159
$4.57M 0.01%
4,938
-294
160
$4.53M 0.01%
20,991
+739
161
$4.5M 0.01%
107,639
+314
162
$4.46M 0.01%
13,519
+177
163
$4.41M 0.01%
+1,381,357
164
$4.34M 0.01%
50,005
-3,262
165
$4.26M 0.01%
91,227
+2,057
166
$4.19M 0.01%
13,455
-1,443
167
$4.17M 0.01%
29,275
-452
168
$4.13M 0.01%
184,474
-19,876
169
$4.12M 0.01%
16,685
+15,416
170
$4.02M 0.01%
152,774
+32,599
171
$3.97M 0.01%
+57,961
172
$3.87M 0.01%
+13,144
173
$3.81M 0.01%
28,432
-1,886
174
$3.71M 0.01%
55,342
-7,207
175
$3.63M 0.01%
37,554
+227
5 6
7
8 9