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
$39.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$121M
3
+$77.4M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$77.3M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$67.9M

Top Sells

1
+$333M
2
+$122M
3
+$106M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$37.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.9M

Sector Composition

1 Technology 0.12%
2 Industrials 0.08%
3 Financials 0.06%
4 Consumer Discretionary 0.06%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.29B 8.35%
150,211,438
+7,120,038
2
$3.11B 7.89%
71,998,116
+1,788,450
3
$2.96B 7.5%
10,448,132
-1,177,035
4
$2.64B 6.69%
148,000,668
-5,965,994
5
$2.24B 5.67%
44,200,166
+2,394,162
6
$1.86B 4.72%
33,495,829
-147,781
7
$1.75B 4.44%
53,779,241
+1,742,451
8
$1.63B 4.12%
10,306,004
+81,680
9
$1.41B 3.58%
31,645,327
+1,293,877
10
$1.34B 3.4%
21,997,753
+457,617
11
$1.34B 3.4%
60,002,121
+186,708
12
$1.33B 3.38%
56,334,156
+2,822,400
13
$1.13B 2.88%
10,488,495
+219,396
14
$1.08B 2.75%
57,836,104
-6,530,792
15
$1.03B 2.6%
47,992,418
+1,386,428
16
$930M 2.36%
31,101,182
+2,271,164
17
$887M 2.25%
45,436,475
+3,961,396
18
$769M 1.95%
18,901,103
+655,083
19
$766M 1.94%
19,724,059
+1,394,841
20
$728M 1.85%
7,307,127
+419,744
21
$687M 1.74%
24,299,904
+1,188,712
22
$676M 1.71%
17,079,073
+1,028,147
23
$513M 1.3%
14,922,388
+1,079,656
24
$502M 1.27%
9,601,460
+7,515
25
$482M 1.22%
19,588,061
+77,215
1
2 3 4 5