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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.85M ﹤0.01%
26,235
+5,490
177
$1.85M ﹤0.01%
11,800
+1,493
178
$1.82M ﹤0.01%
64,171
-1,220
179
$1.71M ﹤0.01%
24,333
-3,160
180
$1.68M ﹤0.01%
8,302
+23
181
$1.68M ﹤0.01%
4,868
-1,660
182
$1.67M ﹤0.01%
68,608
-61,206
183
$1.65M ﹤0.01%
33,022
-1,602
184
$1.64M ﹤0.01%
17,847
-6,163
185
$1.63M ﹤0.01%
15,001
-480
186
$1.52M ﹤0.01%
14,306
+387
187
$1.49M ﹤0.01%
25,911
-1,720
188
$1.47M ﹤0.01%
23,557
+6,991
189
$1.45M ﹤0.01%
24,085
+14,466
190
$1.42M ﹤0.01%
30,449
-936
191
$1.39M ﹤0.01%
9,183
-735
192
$1.37M ﹤0.01%
13,056
-5,191
193
$1.36M ﹤0.01%
97,761
-155,567
194
$1.36M ﹤0.01%
2,667
-849
195
$1.36M ﹤0.01%
1,497
+79
196
$1.35M ﹤0.01%
12,600
-149
197
$1.33M ﹤0.01%
13,334
-556
198
$1.33M ﹤0.01%
37,330
+954
199
$1.3M ﹤0.01%
20,077
+16,151
200
$1.3M ﹤0.01%
8,571
+1,449
6 7
8
9 10