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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$498K ﹤0.01%
6,230
-15
202
$485K ﹤0.01%
+3,441
203
$483K ﹤0.01%
24,837
-34
204
$483K ﹤0.01%
10,118
+4,378
205
$475K ﹤0.01%
8,001
-94
206
$463K ﹤0.01%
+4,335
207
$461K ﹤0.01%
19,540
-4,190
208
$460K ﹤0.01%
4,220
209
$458K ﹤0.01%
42,088
210
$456K ﹤0.01%
2,603
+1
211
$455K ﹤0.01%
9,489
+5,162
212
$454K ﹤0.01%
837
+11
213
$438K ﹤0.01%
1,778
+498
214
$437K ﹤0.01%
8,554
+889
215
$436K ﹤0.01%
14,400
216
$427K ﹤0.01%
+5,101
217
$426K ﹤0.01%
5,333
+2,065
218
$418K ﹤0.01%
+7,984
219
$414K ﹤0.01%
5,352
+972
220
$413K ﹤0.01%
3,516
-80
221
$412K ﹤0.01%
2,525
-1
222
$409K ﹤0.01%
6,801
-231
223
$405K ﹤0.01%
+10,091
224
$405K ﹤0.01%
16,977
+8,853
225
$381K ﹤0.01%
2,216
+55
7 8
9
10 11