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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$299M
3
+$272M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$200M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$181M

Top Sells

1
+$531M
2
+$179M
3
+$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$260K ﹤0.01%
+5,237
202
$259K ﹤0.01%
+2,777
203
$256K ﹤0.01%
+1,738
204
$254K ﹤0.01%
8,570
205
$254K ﹤0.01%
+20,000
206
$254K ﹤0.01%
27,167
-6,028
207
$248K ﹤0.01%
8,124
-3,030
208
$247K ﹤0.01%
19,538
209
$240K ﹤0.01%
+1,060
210
$238K ﹤0.01%
+1,730
211
$236K ﹤0.01%
+4,102
212
$234K ﹤0.01%
+1,580
213
$233K ﹤0.01%
3,058
-293
214
$232K ﹤0.01%
2,304
-1,002
215
$230K ﹤0.01%
+4,433
216
$230K ﹤0.01%
+16,960
217
$226K ﹤0.01%
13,646
-552
218
$225K ﹤0.01%
+2,784
219
$219K ﹤0.01%
+2,626
220
$218K ﹤0.01%
+3,770
221
$216K ﹤0.01%
+40,000
222
$215K ﹤0.01%
+1,365
223
$214K ﹤0.01%
5,088
-718
224
$213K ﹤0.01%
+8,684
225
$213K ﹤0.01%
+918
7 8
9
10 11