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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$647K ﹤0.01%
14,700
202
$634K ﹤0.01%
+7,773
203
$584K ﹤0.01%
19,752
+6,465
204
$567K ﹤0.01%
15,906
+854
205
$540K ﹤0.01%
8,026
+13
206
$528K ﹤0.01%
3,112
-257
207
$522K ﹤0.01%
1,987
-20
208
$521K ﹤0.01%
6,341
+70
209
$516K ﹤0.01%
+9,298
210
$512K ﹤0.01%
2,820
+1,281
211
$505K ﹤0.01%
917
+89
212
$504K ﹤0.01%
+6,162
213
$502K ﹤0.01%
5,504
+2,751
214
$486K ﹤0.01%
2,790
-388
215
$478K ﹤0.01%
10,493
216
$476K ﹤0.01%
42,088
-4,898
217
$475K ﹤0.01%
2,284
+60
218
$474K ﹤0.01%
3,367
+215
219
$474K ﹤0.01%
9,990
+305
220
$466K ﹤0.01%
19,180
-1,180
221
$451K ﹤0.01%
19,538
222
$432K ﹤0.01%
9,076
-2,069
223
$432K ﹤0.01%
5,817
-1,199
224
$431K ﹤0.01%
1,636
-31
225
$419K ﹤0.01%
5,850
-608
7 8
9
10 11