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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.28M ﹤0.01%
2,226
+1,332
202
$1.23M ﹤0.01%
10,726
+99
203
$1.15M ﹤0.01%
7,902
+83
204
$1.15M ﹤0.01%
22,322
+3,341
205
$1.12M ﹤0.01%
1,313
-1,221
206
$1.1M ﹤0.01%
9,299
+2,610
207
$1.1M ﹤0.01%
14,087
-1,981
208
$1.05M ﹤0.01%
49,460
+12,182
209
$1.03M ﹤0.01%
11,291
+5,544
210
$1.01M ﹤0.01%
103,713
-12,006
211
$985K ﹤0.01%
15,503
+356
212
$985K ﹤0.01%
38,060
+18,910
213
$976K ﹤0.01%
5,642
+440
214
$969K ﹤0.01%
32,666
+16,182
215
$963K ﹤0.01%
45,053
+68
216
$954K ﹤0.01%
20,362
-1,880
217
$952K ﹤0.01%
17,841
+4,230
218
$931K ﹤0.01%
5,798
-448
219
$931K ﹤0.01%
6,592
+1,333
220
$921K ﹤0.01%
12,012
+389
221
$882K ﹤0.01%
8,793
-448
222
$820K ﹤0.01%
10,337
-227
223
$808K ﹤0.01%
2,587
-1,301
224
$796K ﹤0.01%
4,087
+447
225
$763K ﹤0.01%
6,259
-510
7 8
9
10 11