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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$925K ﹤0.01%
6,836
+212
177
$912K ﹤0.01%
26,672
-41,842
178
$904K ﹤0.01%
49,244
-1,312
179
$874K ﹤0.01%
54,160
-22,202
180
$867K ﹤0.01%
57,359
+1,607
181
$856K ﹤0.01%
46,491
-6,968
182
$851K ﹤0.01%
14,011
-445
183
$849K ﹤0.01%
2,319
+131
184
$825K ﹤0.01%
10,000
185
$824K ﹤0.01%
9,784
+6,031
186
$819K ﹤0.01%
2,330
+12
187
$816K ﹤0.01%
6,083
+2,554
188
$816K ﹤0.01%
+10,476
189
$812K ﹤0.01%
3,921
-307
190
$790K ﹤0.01%
45,096
+3,284
191
$774K ﹤0.01%
1,418
+52
192
$756K ﹤0.01%
20,467
-1,618
193
$751K ﹤0.01%
6,944
+130
194
$735K ﹤0.01%
9,608
195
$702K ﹤0.01%
9,034
-89
196
$691K ﹤0.01%
13,321
+2,972
197
$660K ﹤0.01%
+7,216
198
$660K ﹤0.01%
26,205
+507
199
$658K ﹤0.01%
4,509
+875
200
$648K ﹤0.01%
12,210
6 7
8
9 10