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
$32B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$407M
2
+$352M
3
+$256M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$255M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$159M

Top Sells

1
+$269M
2
+$188M
3
+$127M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$101M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$78.3M

Sector Composition

1 Industrials 0.12%
2 Healthcare 0.11%
3 Technology 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.83B 8.85%
11,018,142
+45,596
2
$2.57B 8.04%
136,878,806
+6,641,212
3
$2.34B 7.31%
90,283,383
+13,587,699
4
$2.19B 6.83%
100,489,755
-3,600,270
5
$1.84B 5.74%
12,113,135
-1,238,906
6
$1.8B 5.63%
47,559,683
+6,757,036
7
$1.67B 5.22%
103,066,568
-6,255,952
8
$1.58B 4.93%
26,658,528
+6,874,657
9
$1.55B 4.85%
26,228,361
-1,042,355
10
$1.18B 3.68%
17,404,085
-3,971,513
11
$795M 2.48%
6,111,099
+361,560
12
$731M 2.28%
23,008,141
-1,657,040
13
$705M 2.2%
34,304,058
+5,456,306
14
$700M 2.19%
13,453,230
-2,444,245
15
$673M 2.1%
5,179,808
-251,446
16
$611M 1.91%
15,671,798
+6,536,209
17
$606M 1.89%
17,138,053
+3,985,477
18
$575M 1.8%
5,296,486
+104,703
19
$538M 1.68%
21,696,738
+3,906,411
20
$504M 1.57%
9,674,594
+1,073,013
21
$459M 1.43%
8,138,149
+1,801,618
22
$445M 1.39%
8,572,107
+2,705,199
23
$410M 1.28%
10,658,673
-1,252,865
24
$409M 1.28%
9,674,542
-1,162,892
25
$394M 1.23%
12,295,773
+4,969,510
1
2 3 4 5