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
$42.4B
AUM Growth
+$4.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$63.2M
3
+$62.3M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$56.5M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$52.4M

Top Sells

1
+$590M
2
+$105M
3
+$55.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$39.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.2M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.55B 8.36%
160,642,834
+2,374,284
2
$3.47B 8.19%
74,423,549
+939,703
3
$3.04B 7.17%
9,777,219
-339,133
4
$2.82B 6.64%
152,333,496
+2,566,978
5
$2.5B 5.9%
48,064,172
+1,087,019
6
$2B 4.72%
33,450,288
+10,637
7
$1.98B 4.68%
58,333,459
+1,831,580
8
$1.67B 3.94%
10,099,784
-100,507
9
$1.59B 3.75%
63,402,195
+1,924,482
10
$1.54B 3.63%
32,925,326
+665,032
11
$1.46B 3.45%
22,455,586
+275,318
12
$1.37B 3.22%
58,433,502
-1,078,458
13
$1.17B 2.77%
10,601,534
-26,483
14
$1.16B 2.73%
50,310,266
+735,404
15
$1.04B 2.45%
35,852,813
+2,177,541
16
$1.01B 2.38%
48,810,587
+1,452,610
17
$1.01B 2.37%
48,521,484
-2,673,940
18
$890M 2.1%
21,096,762
+479,446
19
$837M 1.97%
20,369,283
+1,057,332
20
$833M 1.97%
7,697,996
+185,336
21
$799M 1.89%
27,989,846
+425,471
22
$591M 1.39%
16,677,501
+720,236
23
$574M 1.35%
+11,529,466
24
$521M 1.23%
9,407,900
-107,550
25
$496M 1.17%
19,990,932
+491,804
1
2 3 4 5