Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$253K ﹤0.01%
+1,576
227
$253K ﹤0.01%
534
+26
228
$250K ﹤0.01%
40,000
229
$245K ﹤0.01%
4,894
-194
230
$241K ﹤0.01%
18,440
+1,480
231
$239K ﹤0.01%
581
-37
232
$238K ﹤0.01%
1,681
-57
233
$237K ﹤0.01%
7,854
-829
234
$236K ﹤0.01%
1,099
-180
235
$235K ﹤0.01%
1,804
-3,511
236
$231K ﹤0.01%
+3,368
237
$231K ﹤0.01%
+1,409
238
$231K ﹤0.01%
+7,842
239
$229K ﹤0.01%
+7,025
240
$224K ﹤0.01%
1,325
-255
241
$223K ﹤0.01%
2,238
-66
242
$222K ﹤0.01%
+7,400
243
$222K ﹤0.01%
25,254
-4,632
244
$218K ﹤0.01%
+1,545
245
$213K ﹤0.01%
5,115
-1,726
246
$213K ﹤0.01%
8,333
247
$209K ﹤0.01%
+7,512
248
$207K ﹤0.01%
+6,693
249
$202K ﹤0.01%
+6,679
250
$201K ﹤0.01%
+2,124
7 8 9
10
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