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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$709K ﹤0.01%
9,285
+290
177
$688K ﹤0.01%
21,847
+1,809
178
$685K ﹤0.01%
6,741
-22
179
$684K ﹤0.01%
12,354
+55
180
$668K ﹤0.01%
2,047
-354
181
$654K ﹤0.01%
1,367
+840
182
$634K ﹤0.01%
23,045
+9,604
183
$618K ﹤0.01%
+11,827
184
$617K ﹤0.01%
14,700
185
$612K ﹤0.01%
+2,326
186
$611K ﹤0.01%
21,904
-1,148
187
$607K ﹤0.01%
+2,793
188
$602K ﹤0.01%
7,179
+4,620
189
$599K ﹤0.01%
6,567
+303
190
$589K ﹤0.01%
3,501
-414
191
$583K ﹤0.01%
12,923
-347
192
$569K ﹤0.01%
10,000
-30
193
$557K ﹤0.01%
15,052
194
$545K ﹤0.01%
12,072
-1,513
195
$545K ﹤0.01%
6,375
+3,016
196
$527K ﹤0.01%
22,500
+3,270
197
$523K ﹤0.01%
2,152
+212
198
$515K ﹤0.01%
6,716
+1,273
199
$515K ﹤0.01%
3,584
+1,512
200
$506K ﹤0.01%
3,715
+46
6 7
8
9 10