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
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$720K ﹤0.01%
1,234
+196
202
$708K ﹤0.01%
+7,524
203
$704K ﹤0.01%
+7,706
204
$693K ﹤0.01%
+31,841
205
$693K ﹤0.01%
37,577
-3,114
206
$675K ﹤0.01%
+6,221
207
$670K ﹤0.01%
1,478
+352
208
$663K ﹤0.01%
11,925
+191
209
$660K ﹤0.01%
16,222
+316
210
$658K ﹤0.01%
5,894
-29
211
$657K ﹤0.01%
6,457
+28
212
$620K ﹤0.01%
7,553
+43
213
$605K ﹤0.01%
2,771
-2,285
214
$591K ﹤0.01%
2,270
+523
215
$591K ﹤0.01%
990
+520
216
$576K ﹤0.01%
1,189
+248
217
$575K ﹤0.01%
29,694
+14,479
218
$567K ﹤0.01%
3,616
+16
219
$566K ﹤0.01%
1,908
+717
220
$565K ﹤0.01%
11,244
+4,265
221
$564K ﹤0.01%
10,773
+399
222
$552K ﹤0.01%
+3,664
223
$546K ﹤0.01%
3,341
-1,693
224
$541K ﹤0.01%
22,429
-839
225
$538K ﹤0.01%
20,242
+66
7 8
9
10 11