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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$556K ﹤0.01%
9,472
-1,174
202
$551K ﹤0.01%
3,823
-473
203
$548K ﹤0.01%
5,714
-251
204
$521K ﹤0.01%
2,346
+516
205
$511K ﹤0.01%
19,865
+495
206
$509K ﹤0.01%
1,149
+58
207
$501K ﹤0.01%
10,795
+256
208
$489K ﹤0.01%
+2,928
209
$489K ﹤0.01%
46,369
+3,348
210
$487K ﹤0.01%
5,192
+2
211
$470K ﹤0.01%
11,127
212
$462K ﹤0.01%
151,890
+135,770
213
$462K ﹤0.01%
1,175
+347
214
$450K ﹤0.01%
16,462
-43,541
215
$424K ﹤0.01%
+4,328
216
$423K ﹤0.01%
27,953
+15,233
217
$419K ﹤0.01%
12,973
-573
218
$418K ﹤0.01%
2,872
+322
219
$417K ﹤0.01%
8,028
-134
220
$417K ﹤0.01%
6,373
+9
221
$412K ﹤0.01%
12,221
-904
222
$405K ﹤0.01%
5,659
+501
223
$403K ﹤0.01%
1,699
-138
224
$394K ﹤0.01%
840
+18
225
$394K ﹤0.01%
+5,602
7 8
9
10 11