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
$35B
AUM Growth
+$4.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$209M
3
+$199M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$185M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$166M

Top Sells

1
+$61.3M
2
+$50.8M
3
+$47.2M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$42.8M
5
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$38.2M

Sector Composition

1 Technology 0.09%
2 Healthcare 0.08%
3 Industrials 0.08%
4 Financials 0.07%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.87B 8.21%
132,428,670
+4,671,042
2
$2.62B 7.48%
67,323,774
+5,126,906
3
$2.51B 7.19%
156,115,252
+6,500,704
4
$2.49B 7.12%
11,684,908
+438,260
5
$1.94B 5.55%
39,194,170
+3,743,330
6
$1.57B 4.49%
33,165,738
+2,057,928
7
$1.57B 4.48%
10,325,154
-334,871
8
$1.43B 4.08%
48,073,122
+9,495,519
9
$1.33B 3.81%
60,633,420
-2,785,905
10
$1.15B 3.3%
29,274,968
+2,919,024
11
$1.1B 3.14%
50,290,908
+5,611,446
12
$1.03B 2.93%
9,724,881
-448,046
13
$992M 2.83%
19,568,122
+4,122,307
14
$913M 2.61%
65,759,688
-1,733,628
15
$787M 2.25%
42,612,518
+8,968,186
16
$772M 2.21%
26,610,233
+2,640,983
17
$705M 2.02%
36,564,561
+2,834,450
18
$695M 1.99%
17,825,611
+923,223
19
$649M 1.85%
6,854,205
-269,313
20
$635M 1.82%
17,177,049
+3,617,472
21
$598M 1.71%
21,189,967
+1,228,037
22
$585M 1.67%
14,938,168
+2,064,412
23
$474M 1.36%
9,807,930
-261,145
24
$469M 1.34%
19,798,100
-1,809,454
25
$430M 1.23%
13,045,669
+3,537,273
1
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