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
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$166M
3
+$143M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$122M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$94.2M

Top Sells

1
+$509M
2
+$269M
3
+$197M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$145M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$80M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4B 8.42%
78,214,398
+1,528,406
2
$3.94B 8.29%
182,794,417
+6,616,807
3
$3.19B 6.71%
172,381,339
+10,174,679
4
$3.12B 6.56%
7,597,192
-479,551
5
$2.93B 6.16%
56,858,114
+2,373,328
6
$2.28B 4.79%
66,743,946
+4,849,460
7
$2.07B 4.35%
34,675,164
+451,288
8
$1.77B 3.72%
20,126,715
-490,550
9
$1.7B 3.58%
33,459,728
-765,966
10
$1.67B 3.51%
9,013,079
-325,686
11
$1.65B 3.46%
59,401,539
-18,386,364
12
$1.44B 3.04%
55,360,772
-3,068,251
13
$1.35B 2.84%
47,716,110
-9,485,284
14
$1.22B 2.57%
46,711,404
+3,597,899
15
$1.15B 2.41%
10,734,195
+153,256
16
$1.13B 2.39%
53,827,142
+909,210
17
$1.11B 2.33%
39,788,567
-5,212,065
18
$1.04B 2.19%
23,607,147
+756,538
19
$994M 2.09%
22,118,929
-83,106
20
$984M 2.07%
35,301,181
+1,320,750
21
$965M 2.03%
8,374,718
+178,512
22
$716M 1.51%
18,659,764
+205,590
23
$706M 1.49%
14,137,022
+602,664
24
$516M 1.09%
8,285,690
-324,267
25
$498M 1.05%
18,694,885
-512,963
1
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