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
$47.9B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$208M
3
+$127M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$106M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103M

Top Sells

1
+$202M
2
+$68.9M
3
+$33.7M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$25.9M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$25.3M

Sector Composition

1 Technology 0.2%
2 Industrials 0.08%
3 Consumer Discretionary 0.08%
4 Communication Services 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.05B 8.46%
76,685,992
+1,461,428
2
$3.97B 8.28%
176,177,610
+3,398,518
3
$3.27B 6.82%
162,206,660
+6,287,728
4
$3.1B 6.47%
8,076,743
-526,575
5
$2.93B 6.11%
54,484,786
+1,971,375
6
$2.32B 4.85%
61,894,486
+1,504,059
7
$2.08B 4.35%
34,223,876
+417,506
8
$1.77B 3.7%
9,338,765
-362,909
9
$1.71B 3.57%
20,617,265
-406,801
10
$1.69B 3.52%
34,225,694
+339,452
11
$1.67B 3.49%
77,787,903
+14,124,093
12
$1.52B 3.17%
58,429,023
+2,493,864
13
$1.34B 2.8%
57,201,394
+8,890,182
14
$1.25B 2.62%
43,113,505
+1,879,187
15
$1.23B 2.56%
52,917,932
+117,263
16
$1.2B 2.49%
10,580,939
-187,613
17
$1.09B 2.28%
22,850,609
+534,272
18
$1.09B 2.27%
45,000,632
+2,553,208
19
$1.01B 2.11%
22,202,035
+180,181
20
$987M 2.06%
33,980,431
+3,527,587
21
$959M 2%
8,196,206
-62,410
22
$762M 1.59%
18,454,174
+401,193
23
$701M 1.46%
13,534,358
+528,524
24
$560M 1.17%
19,207,848
-379,741
25
$537M 1.12%
8,609,957
-253,387
1
2 3 4 5