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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.88M ﹤0.01%
5,964
+3,146
202
$1.88M ﹤0.01%
7,209
+3,641
203
$1.81M ﹤0.01%
19,851
+3,771
204
$1.79M ﹤0.01%
30,256
+26,035
205
$1.79M ﹤0.01%
11,647
-3,987
206
$1.76M ﹤0.01%
32,542
-686
207
$1.76M ﹤0.01%
5,256
+3,351
208
$1.74M ﹤0.01%
13,634
+2,874
209
$1.74M ﹤0.01%
62,248
-1,353
210
$1.72M ﹤0.01%
67,711
+33,427
211
$1.71M ﹤0.01%
42,639
+17,580
212
$1.67M ﹤0.01%
16,683
+2,456
213
$1.67M ﹤0.01%
22,627
-575
214
$1.67M ﹤0.01%
78,210
+31,932
215
$1.65M ﹤0.01%
24,064
+770
216
$1.63M ﹤0.01%
18,616
-2,444
217
$1.62M ﹤0.01%
27,895
-7,236
218
$1.61M ﹤0.01%
13,374
-395
219
$1.6M ﹤0.01%
14,896
+5,543
220
$1.59M ﹤0.01%
54,440
+18,530
221
$1.57M ﹤0.01%
2,523
-8
222
$1.54M ﹤0.01%
+36,393
223
$1.54M ﹤0.01%
10,666
+1,340
224
$1.53M ﹤0.01%
60,560
+590
225
$1.51M ﹤0.01%
177,827
-20,838
7 8
9
10 11