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
$32.8B
AUM Growth
-$4.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$194M
3
+$111M
4
KOMP icon
SPDR S&P Kensho New Economies Composite ETF
KOMP
+$94.1M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$88.9M

Top Sells

1
+$140M
2
+$138M
3
+$121M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$115M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$110M

Sector Composition

1 Healthcare 0.11%
2 Technology 0.09%
3 Industrials 0.08%
4 Financials 0.06%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.9B 8.83%
126,799,083
-6,115,609
2
$2.51B 7.64%
11,250,182
+301,381
3
$2.42B 7.36%
153,633,128
+601,798
4
$2.21B 6.74%
60,114,526
-38,236
5
$1.82B 5.54%
35,636,819
-785,363
6
$1.56B 4.76%
10,778,183
-193,712
7
$1.48B 4.5%
71,000,904
-6,622,611
8
$1.46B 4.44%
30,419,535
+825,962
9
$1.12B 3.42%
10,207,954
-592
10
$1.08B 3.29%
74,391,936
-904,556
11
$1.06B 3.24%
26,246,260
+2,320,859
12
$1.02B 3.09%
35,216,327
+3,835,305
13
$894M 2.72%
42,751,596
+9,762,147
14
$765M 2.33%
23,146,736
+1,413,513
15
$763M 2.32%
14,589,824
+1,700,644
16
$713M 2.17%
33,788,497
-595,427
17
$685M 2.09%
16,437,946
+308,582
18
$653M 1.99%
7,069,577
+20,223
19
$603M 1.84%
23,770,595
-476,056
20
$586M 1.79%
32,139,856
+2,232,810
21
$571M 1.74%
19,373,129
+2,325,486
22
$507M 1.54%
14,089,345
+1,578,082
23
$503M 1.53%
12,307,244
+291,946
24
$473M 1.44%
3,961,778
-963,184
25
$461M 1.4%
10,181,720
+5,270
1
2 3 4 5