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
$38.1B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$135M
3
+$116M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$89.9M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$84.4M

Top Sells

1
+$121M
2
+$95.9M
3
+$90.3M
4
IGOV icon
iShares 1-3 Year International Treasury Bond ETF
IGOV
+$80.2M
5
GNMA icon
iShares GNMA Bond ETF
GNMA
+$18.7M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Communication Services 0.06%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.29B 8.65%
158,268,550
+8,057,112
2
$3.03B 7.97%
73,483,846
+1,485,730
3
$2.75B 7.24%
10,116,352
-331,780
4
$2.54B 6.68%
149,766,518
+1,765,850
5
$2.29B 6.01%
46,977,153
+2,776,987
6
$1.75B 4.6%
56,501,879
+2,722,638
7
$1.75B 4.59%
33,439,651
-56,178
8
$1.56B 4.1%
10,200,291
-105,713
9
$1.39B 3.64%
61,477,713
+5,143,557
10
$1.31B 3.46%
22,180,268
+182,515
11
$1.28B 3.36%
59,511,960
-490,161
12
$1.28B 3.36%
32,260,294
+614,967
13
$1.08B 2.85%
10,628,017
+139,522
14
$1.02B 2.69%
49,574,862
+1,582,444
15
$931M 2.45%
51,195,424
-6,640,680
16
$881M 2.31%
33,675,272
+2,574,090
17
$841M 2.21%
47,357,977
+1,921,502
18
$761M 2%
20,617,316
+893,257
19
$759M 1.99%
27,564,375
+3,264,471
20
$757M 1.99%
19,311,951
+410,848
21
$712M 1.87%
7,512,660
+205,533
22
$555M 1.46%
14,921,371
-2,157,702
23
$536M 1.41%
15,957,265
+1,034,877
24
$479M 1.26%
4,235,037
+114,854
25
$477M 1.25%
9,515,450
-86,010
1
2 3 4 5