Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.5B
AUM Growth
+$9.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.44B
2
+$1.99B
3
+$1.39B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$917M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$696M

Top Sells

1
+$1.96B
2
+$88.8M
3
+$25M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$22.2M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$14.6M

Sector Composition

1 Utilities 0.22%
2 Financials 0.16%
3 Healthcare 0.16%
4 Industrials 0.13%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.44B 16.85%
18,154,365
+18,154,342
2
$1.99B 13.77%
+17,940,176
3
$1.39B 9.63%
+41,910,414
4
$1.11B 7.7%
78,653,368
-6,266,270
5
$917M 6.34%
8,126,719
+8,126,605
6
$735M 5.08%
46,067,295
+733,194
7
$727M 5.02%
84,384,848
-2,903,544
8
$696M 4.81%
+20,950,310
9
$587M 4.06%
+20,267,240
10
$384M 2.65%
+5,145,810
11
$355M 2.45%
2,660,132
-14,731,246
12
$289M 2%
6,510,799
-499,702
13
$272M 1.88%
5,926,747
-318,497
14
$204M 1.41%
+1,683,323
15
$203M 1.4%
3,786,669
+231,110
16
$166M 1.15%
6,306,546
+1,965,114
17
$148M 1.02%
5,086,364
+5,085,047
18
$143M 0.99%
+2,070,774
19
$138M 0.96%
1,082,834
+1,082,682
20
$128M 0.89%
+4,470,598
21
$125M 0.87%
5,330,331
-411,549
22
$119M 0.82%
+2,022,205
23
$117M 0.81%
+698,727
24
$103M 0.71%
2,141,332
+2,141,292
25
$101M 0.7%
+2,653,389
1
2 3 4 5