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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,922
227
– –
-3,157
228
– –
-9,508
229
– –
-4,084
230
– –
-4,908
231
– –
-7,582
232
– –
-110,318
233
– –
-94,596
234
– –
-4,524
235
– –
-10,000
236
– –
-1,176
237
– –
-5,064
238
– –
-10,594
239
– –
-4,668
240
– –
-57,288
241
– –
-1,946
242
– –
-17,610
243
– –
-16,141
244
– –
-1,850
245
– –
-9,598
246
– –
-1,015
247
– –
-1,156
248
– –
-2,026
249
– –
-1,240
250
– –
-12,836
7 8 9
10
11