Financial Engines Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Growth ETF
VUG
|
+$2.64B |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$2.15B |
| 3 |
iShares Future Exponential Technologies ETF
XT
|
+$1.49B |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$914M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$764M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US REIT ETF
SCHH
|
+$301M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$95.9M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$27M |
| 4 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$23.6M |
| 5 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$15.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Utilities | 0.22% |
| 2 | Financials | 0.16% |
| 3 | Healthcare | 0.16% |
| 4 | Industrials | 0.13% |
| 5 | Consumer Discretionary | 0.05% |
Similar funds
Financial Engines Advisors's Q4 2018 Portfolio in Review
As of Q4 2018, Financial Engines Advisors held 194 positions worth $14.5B, up 176% from $5.24B the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Financial Engines Advisors deployed $10.3B of net new capital in Q4 2018, opening 39 new positions and adding to 34 existing holdings. Its largest new stake was iShares Russell 1000 Value ETF: 17,940,176 shares worth $1.99B.
By sector, the portfolio is most concentrated in Utilities at 0.22% of assets, down from 0.48% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Schwab US REIT ETF, an estimated $301M trimmed.
- Financial Engines Advisors's largest Q4 2018 buy was iShares Russell 1000 Value ETF: 17,940,176 shares worth $1.99B.
- Financial Engines Advisors added most to Vanguard Growth ETF in Q4 2018, an estimated $2.64B increase.
- Financial Engines Advisors's biggest Q4 2018 reduction was Schwab US REIT ETF, cutting an estimated $301M.
- Financial Engines Advisors fully exited State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2018, selling an estimated $8.55M.
- Financial Engines Advisors's ten largest holdings make up 76% of its $14.5B portfolio in Q4 2018.
- Financial Engines Advisors opened 39 new positions and closed 92 in Q4 2018.
- Financial Engines Advisors's portfolio value rose 176% quarter-over-quarter to $14.5B.
Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.