Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$112M
3
+$64.2M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$60.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.6M

Top Sells

1
+$231M
2
+$220M
3
+$112M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$83.5M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$66.3M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$464K ﹤0.01%
+5,328
177
$463K ﹤0.01%
1,365
-99
178
$452K ﹤0.01%
+8,066
179
$448K ﹤0.01%
+6,025
180
$442K ﹤0.01%
3,166
-829
181
$430K ﹤0.01%
+5,249
182
$430K ﹤0.01%
892
+218
183
$422K ﹤0.01%
1,830
+365
184
$420K ﹤0.01%
5,352
-1,117
185
$420K ﹤0.01%
+15,488
186
$418K ﹤0.01%
+19,538
187
$413K ﹤0.01%
+4,806
188
$405K ﹤0.01%
+6,146
189
$400K ﹤0.01%
6,690
-68
190
$399K ﹤0.01%
7,923
+372
191
$398K ﹤0.01%
+5,090
192
$397K ﹤0.01%
372
193
$393K ﹤0.01%
+10,094
194
$390K ﹤0.01%
+8,785
195
$390K ﹤0.01%
+1,446
196
$384K ﹤0.01%
+9,063
197
$368K ﹤0.01%
+7,934
198
$367K ﹤0.01%
5,577
-807
199
$365K ﹤0.01%
9,545
-3,326
200
$358K ﹤0.01%
1,769
+165
6 7
8
9 10