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
$45B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$103M
3
+$64.6M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$60.3M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$42.7M

Top Sells

1
+$128M
2
+$75.8M
3
+$50.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$25.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Communication Services 0.07%
4 Financials 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.73B 8.28%
172,779,092
+5,432,306
2
$3.67B 8.15%
75,224,564
+1,325,340
3
$3.22B 7.16%
8,603,318
-342,587
4
$3.02B 6.72%
155,918,932
+1,885,118
5
$2.69B 5.98%
52,513,411
+2,003,826
6
$2.12B 4.71%
60,390,427
+841,047
7
$1.99B 4.42%
33,806,370
+607,900
8
$1.69B 3.76%
9,701,674
-104,646
9
$1.68B 3.74%
21,024,066
-631,333
10
$1.66B 3.68%
63,663,810
+457,344
11
$1.56B 3.47%
33,886,242
+540,266
12
$1.39B 3.09%
55,935,159
-1,032,189
13
$1.27B 2.82%
48,311,212
-422,836
14
$1.15B 2.56%
10,768,552
+139,122
15
$1.12B 2.49%
41,234,318
+2,215,448
16
$1.07B 2.38%
42,447,424
-3,002,724
17
$1.06B 2.36%
52,800,669
+2,083,129
18
$977M 2.17%
22,316,337
+812,200
19
$915M 2.03%
22,021,854
+451,318
20
$881M 1.96%
8,258,616
+396,998
21
$853M 1.9%
30,452,844
+1,206,661
22
$680M 1.51%
18,052,981
+293,318
23
$649M 1.44%
13,005,834
+726,597
24
$521M 1.16%
19,587,589
-330,877
25
$519M 1.15%
8,863,344
-137,690
1
2 3 4 5