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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K ﹤0.01%
30,758
+9,855
227
$342K ﹤0.01%
12,223
+4,243
228
$339K ﹤0.01%
3,527
-693
229
$336K ﹤0.01%
1,168
+85
230
$333K ﹤0.01%
+4,350
231
$331K ﹤0.01%
1,446
+42
232
$331K ﹤0.01%
1,899
+11
233
$330K ﹤0.01%
5,859
+24
234
$325K ﹤0.01%
12,932
+1,089
235
$316K ﹤0.01%
1,740
-4
236
$315K ﹤0.01%
2,940
-576
237
$313K ﹤0.01%
7,254
-1,125
238
$310K ﹤0.01%
4,147
-2,569
239
$310K ﹤0.01%
13,017
240
$309K ﹤0.01%
924
-72
241
$305K ﹤0.01%
3,753
+22
242
$297K ﹤0.01%
6,529
+376
243
$292K ﹤0.01%
1,028
+46
244
$289K ﹤0.01%
7,199
245
$283K ﹤0.01%
13,287
-28
246
$281K ﹤0.01%
7,121
247
$279K ﹤0.01%
1,088
-7
248
$278K ﹤0.01%
2,499
+51
249
$273K ﹤0.01%
3,849
-489
250
$273K ﹤0.01%
10,981
8 9
10
11 12