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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$299M
3
+$272M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$200M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$181M

Top Sells

1
+$531M
2
+$179M
3
+$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.57B 10.25%
11,307,591
-2,334,057
2
$1.9B 7.57%
121,088,138
+11,500,338
3
$1.87B 7.45%
70,157,182
+18,895,295
4
$1.76B 6.99%
100,918,335
-1,315,506
5
$1.74B 6.95%
14,767,047
-1,143,066
6
$1.7B 6.77%
118,000,144
-6,467,688
7
$1.35B 5.37%
27,769,388
-3,685,348
8
$1.02B 4.06%
16,749,187
+3,288,396
9
$911M 3.63%
30,160,650
+9,888,201
10
$909M 3.62%
21,215,949
-1,311,046
11
$833M 3.32%
6,184,452
-289,759
12
$717M 2.86%
5,367,526
+325,857
13
$668M 2.66%
24,947,051
-1,034,078
14
$656M 2.61%
17,704,250
-2,278,195
15
$439M 1.75%
24,811,960
+4,396,728
16
$377M 1.5%
13,192,701
-2,629,976
17
$334M 1.33%
4,234,218
+77,331
18
$322M 1.28%
6,887,818
+2,319,324
19
$316M 1.26%
9,849,126
-508,128
20
$296M 1.18%
4,220,197
+788,667
21
$295M 1.17%
5,138,145
-260,662
22
$281M 1.12%
10,263,548
+759,071
23
$273M 1.09%
6,311,967
+6,280,127
24
$270M 1.07%
14,582,565
+2,937,939
25
$260M 1.04%
8,892,505
+3,096,172
1
2 3 4 5