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
$14.5B
AUM Growth
+$9.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.64B
2
+$2.15B
3
+$1.49B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$914M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$764M

Top Sells

1
+$301M
2
+$95.9M
3
+$27M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$23.6M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$15.6M

Sector Composition

1 Utilities 0.22%
2 Financials 0.16%
3 Healthcare 0.16%
4 Industrials 0.13%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
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