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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$319K ﹤0.01%
520
-14
202
$318K ﹤0.01%
5,962
-186
203
$310K ﹤0.01%
1,446
204
$308K ﹤0.01%
9,350
-3,600
205
$306K ﹤0.01%
1,803
-22
206
$304K ﹤0.01%
1,607
+198
207
$301K ﹤0.01%
+9,598
208
$298K ﹤0.01%
+7,769
209
$293K ﹤0.01%
1,854
+80
210
$290K ﹤0.01%
+3,685
211
$290K ﹤0.01%
3,220
-776
212
$289K ﹤0.01%
1,289
+190
213
$289K ﹤0.01%
2,863
-78
214
$288K ﹤0.01%
9,895
+1,277
215
$287K ﹤0.01%
2,630
-72
216
$284K ﹤0.01%
2,026
-6
217
$282K ﹤0.01%
8,799
218
$282K ﹤0.01%
4,908
-207
219
$282K ﹤0.01%
40,000
220
$280K ﹤0.01%
2,104
-348
221
$279K ﹤0.01%
1,384
-285
222
$276K ﹤0.01%
3,548
+180
223
$276K ﹤0.01%
72,024
224
$276K ﹤0.01%
8,103
+261
225
$275K ﹤0.01%
20,000
7 8
9
10 11