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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.99M 0.01%
5,742
+5,197
177
$2.89M 0.01%
114,116
-7,579
178
$2.88M 0.01%
65,899
+1,075
179
$2.83M 0.01%
59,336
+29,668
180
$2.8M 0.01%
64,650
+1,263
181
$2.61M 0.01%
23,137
+601
182
$2.57M 0.01%
43,664
+16,787
183
$2.55M 0.01%
59,001
+82
184
$2.51M 0.01%
19,540
+2,485
185
$2.44M 0.01%
14,545
+7,922
186
$2.36M 0.01%
45,690
-6,743
187
$2.35M ﹤0.01%
6,350
+111
188
$2.29M ﹤0.01%
10,401
+2,928
189
$2.26M ﹤0.01%
36,905
+14,176
190
$2.26M ﹤0.01%
15,112
+403
191
$2.25M ﹤0.01%
53,784
+7,883
192
$2.15M ﹤0.01%
16,650
+224
193
$2.12M ﹤0.01%
13,101
+4,256
194
$2.04M ﹤0.01%
10,606
+4,810
195
$2.02M ﹤0.01%
30,987
+12,398
196
$1.98M ﹤0.01%
11,657
-2,113
197
$1.94M ﹤0.01%
3,835
+1,428
198
$1.91M ﹤0.01%
+16,438
199
$1.91M ﹤0.01%
8,219
+6,291
200
$1.9M ﹤0.01%
+18,864
6 7
8
9 10