Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.4B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$127M
3
+$68.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.3M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$36.9M

Top Sells

1
+$216M
2
+$199M
3
+$146M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$124M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$98.3M

Sector Composition

1 Technology 0.36%
2 Communication Services 0.16%
3 Financials 0.13%
4 Consumer Discretionary 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.52B 8.63%
81,729,362
+642,820
2
$4.17B 7.97%
186,003,082
+1,667,127
3
$3.66B 6.98%
157,184,545
-2,783,919
4
$3.27B 6.24%
40,898,694
-2,610,342
5
$3.24B 6.19%
59,918,446
+2,371,539
6
$2.5B 4.78%
58,489,520
-1,257,094
7
$2.39B 4.55%
33,162,425
-1,452,015
8
$1.98B 3.78%
31,787,145
-2,520,461
9
$1.88B 3.59%
17,992,952
-1,244,062
10
$1.75B 3.33%
8,578,287
-179,784
11
$1.74B 3.33%
58,809,142
-1,543,182
12
$1.51B 2.88%
51,888,949
-705,482
13
$1.43B 2.74%
44,629,004
-1,978,155
14
$1.41B 2.69%
52,212,255
+2,595,264
15
$1.31B 2.49%
24,089,166
-114,500
16
$1.23B 2.35%
57,075,509
+1,557,768
17
$1.2B 2.29%
10,782,315
+129,169
18
$1.19B 2.27%
41,083,396
+5,444,992
19
$1.14B 2.17%
35,589,129
-2,586,022
20
$1.07B 2.03%
23,000,738
-831,365
21
$924M 1.76%
7,774,548
-1,881,556
22
$813M 1.55%
17,358,782
-598,730
23
$788M 1.5%
15,375,354
+828,195
24
$558M 1.06%
16,707,929
-895,753
25
$542M 1.03%
8,299,757
-193,559
1
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