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
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M ﹤0.01%
32,706
+2,656
177
$1.21M ﹤0.01%
+25,775
178
$1.19M ﹤0.01%
123,507
-16,880
179
$1.13M ﹤0.01%
15,909
-364
180
$1.08M ﹤0.01%
58,095
+31,443
181
$1.06M ﹤0.01%
24,045
+8,285
182
$1.04M ﹤0.01%
+7,181
183
$1.03M ﹤0.01%
7,087
+355
184
$958K ﹤0.01%
13,094
+3,443
185
$954K ﹤0.01%
37,581
+1,980
186
$953K ﹤0.01%
+12,202
187
$940K ﹤0.01%
19,293
-20,780
188
$929K ﹤0.01%
5,460
-378
189
$923K ﹤0.01%
10,099
-16,900
190
$914K ﹤0.01%
10,533
+424
191
$852K ﹤0.01%
9,233
-16,915
192
$826K ﹤0.01%
14,779
-12,821
193
$823K ﹤0.01%
7,511
+4,432
194
$818K ﹤0.01%
51,228
+3,833
195
$801K ﹤0.01%
14,815
+115
196
$799K ﹤0.01%
7,012
-18,314
197
$790K ﹤0.01%
9,237
+1,313
198
$749K ﹤0.01%
5,111
+2,196
199
$749K ﹤0.01%
3,365
+572
200
$722K ﹤0.01%
29,802
-1,844
6 7
8
9 10