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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$348K ﹤0.01%
+4,155
202
$337K ﹤0.01%
9,708
+358
203
$335K ﹤0.01%
+4,254
204
$330K ﹤0.01%
821
-377
205
$327K ﹤0.01%
3,367
+164
206
$326K ﹤0.01%
+3,465
207
$324K ﹤0.01%
+2,832
208
$316K ﹤0.01%
+1,488
209
$316K ﹤0.01%
2,918
+212
210
$312K ﹤0.01%
6,732
-2,547
211
$311K ﹤0.01%
+2,832
212
$307K ﹤0.01%
4,056
-822
213
$302K ﹤0.01%
1,445
-9
214
$297K ﹤0.01%
+10,687
215
$295K ﹤0.01%
1,800
+441
216
$295K ﹤0.01%
4,840
-1,730
217
$295K ﹤0.01%
82,194
+804
218
$292K ﹤0.01%
+12,364
219
$292K ﹤0.01%
2,687
220
$288K ﹤0.01%
8,774
-24
221
$286K ﹤0.01%
+5,328
222
$284K ﹤0.01%
890
-186
223
$284K ﹤0.01%
5,235
-3,859
224
$282K ﹤0.01%
+2,404
225
$275K ﹤0.01%
+819
7 8
9
10 11