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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.21M ﹤0.01%
58,919
-6,642
177
$2.2M ﹤0.01%
13,770
-3,229
178
$2.17M ﹤0.01%
16,426
+78
179
$2.14M ﹤0.01%
17,055
+1,048
180
$2.12M ﹤0.01%
35,131
-1,293
181
$2.11M ﹤0.01%
45,901
-43
182
$2.07M ﹤0.01%
21,060
+3,213
183
$2M ﹤0.01%
20,933
-4,256
184
$1.94M ﹤0.01%
63,601
-570
185
$1.81M ﹤0.01%
23,202
+922
186
$1.76M ﹤0.01%
8,332
+30
187
$1.75M ﹤0.01%
23,294
-1,039
188
$1.75M ﹤0.01%
14,481
-2,873
189
$1.74M ﹤0.01%
26,877
+2,792
190
$1.72M ﹤0.01%
13,769
-537
191
$1.68M ﹤0.01%
82,098
+13,490
192
$1.67M ﹤0.01%
33,228
+206
193
$1.65M ﹤0.01%
7,473
+1,831
194
$1.6M ﹤0.01%
33,979
-24,849
195
$1.57M ﹤0.01%
16,080
+1,993
196
$1.54M ﹤0.01%
2,632
+1,620
197
$1.54M ﹤0.01%
9,359
+176
198
$1.52M ﹤0.01%
22,729
-828
199
$1.51M ﹤0.01%
9,326
+1,424
200
$1.5M ﹤0.01%
19,515
-6,720
6 7
8
9 10