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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$907K ﹤0.01%
47,987
+2,865
177
$885K ﹤0.01%
43,212
-6,138
178
$884K ﹤0.01%
9,036
-1,651
179
$882K ﹤0.01%
14,939
-2,226
180
$846K ﹤0.01%
5,573
-730
181
$828K ﹤0.01%
21,738
-198
182
$799K ﹤0.01%
34,045
-46,907
183
$797K ﹤0.01%
49,951
-11,160
184
$773K ﹤0.01%
31,950
-1,035
185
$742K ﹤0.01%
14,717
-22
186
$733K ﹤0.01%
9,883
+25
187
$711K ﹤0.01%
16,779
-6,275
188
$680K ﹤0.01%
8,210
-184
189
$671K ﹤0.01%
12,210
190
$656K ﹤0.01%
7,601
-201
191
$647K ﹤0.01%
3,164
+218
192
$647K ﹤0.01%
1,582
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193
$635K ﹤0.01%
5,983
+2,016
194
$613K ﹤0.01%
7,563
-3,381
195
$609K ﹤0.01%
15,906
-62
196
$577K ﹤0.01%
24,453
+235
197
$568K ﹤0.01%
7,895
-674
198
$568K ﹤0.01%
4,242
+643
199
$566K ﹤0.01%
2,790
-952
200
$565K ﹤0.01%
12,665
-10,506
6 7
8
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