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
$33.9B
AUM Growth
-$606M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$110M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$59.9M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$54.4M

Top Sells

1
+$225M
2
+$213M
3
+$109M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$81.2M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$64.7M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.08%
3 Financials 0.07%
4 Technology 0.06%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.09B 9.12%
10,644,549
-374,997
2
$2.77B 8.19%
107,785,276
+2,114,958
3
$2.7B 7.99%
139,728,762
-4,196,402
4
$2.16B 6.39%
55,472,873
+3,629,135
5
$1.85B 5.46%
30,803,254
+996,821
6
$1.8B 5.31%
11,485,293
-370,854
7
$1.7B 5.03%
27,147,445
+70,274
8
$1.68B 4.96%
74,721,885
-9,993,576
9
$1.36B 4.02%
73,509,768
-11,524,240
10
$1.12B 3.31%
18,382,295
+154,518
11
$860M 2.54%
23,746,032
+3,026,629
12
$801M 2.37%
6,020,838
-137,437
13
$775M 2.29%
18,760,035
+1,103,815
14
$754M 2.23%
32,992,642
-335,874
15
$688M 2.03%
26,911,815
+2,081,805
16
$680M 2.01%
10,628,217
+972,462
17
$674M 1.99%
12,809,360
-408,645
18
$641M 1.89%
21,042,624
-2,122,387
19
$637M 1.88%
4,894,764
+30,636
20
$635M 1.88%
5,816,730
+192,874
21
$544M 1.61%
10,876,378
+537,120
22
$530M 1.56%
10,316,051
+818,311
23
$512M 1.51%
24,023,968
+2,185,638
24
$469M 1.39%
14,525,418
+1,044,835
25
$402M 1.19%
9,447,475
-609,283
1
2 3 4 5