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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$411K ﹤0.01%
+2,579
177
$406K ﹤0.01%
1,630
-17
178
$406K ﹤0.01%
6,396
+2,087
179
$405K ﹤0.01%
4,568
+1,083
180
$401K ﹤0.01%
5,318
-224
181
$396K ﹤0.01%
+4,821
182
$392K ﹤0.01%
2,451
-2,073
183
$390K ﹤0.01%
1,179
+124
184
$389K ﹤0.01%
10,064
+3,385
185
$381K ﹤0.01%
7,582
+2,501
186
$381K ﹤0.01%
9,222
+2
187
$380K ﹤0.01%
1,998
+422
188
$377K ﹤0.01%
2,668
-127
189
$372K ﹤0.01%
6,673
+794
190
$366K ﹤0.01%
2,088
191
$366K ﹤0.01%
12,836
-1,172
192
$361K ﹤0.01%
4,668
+718
193
$357K ﹤0.01%
2,429
-283
194
$356K ﹤0.01%
8,074
+266
195
$345K ﹤0.01%
+4,069
196
$341K ﹤0.01%
8,722
+868
197
$335K ﹤0.01%
703
+29
198
$333K ﹤0.01%
2,777
199
$324K ﹤0.01%
6,232
-1,272
200
$321K ﹤0.01%
2,694
+85
6 7
8
9 10