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
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Sells

1 +$286M
2 +$71.2M
3 +$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$652K ﹤0.01%
4,970
+1,628
227
$636K ﹤0.01%
26,398
-3,404
228
$630K ﹤0.01%
3,668
+4
229
$624K ﹤0.01%
6,757
-767
230
$624K ﹤0.01%
4,715
-2,796
231
$622K ﹤0.01%
1,293
+305
232
$614K ﹤0.01%
5,579
-878
233
$612K ﹤0.01%
13,164
-12,611
234
$610K ﹤0.01%
7,652
-8,094
235
$603K ﹤0.01%
+7,120
236
$580K ﹤0.01%
9,619
+1,235
237
$551K ﹤0.01%
19,798
-444
238
$550K ﹤0.01%
5,086
-1,135
239
$543K ﹤0.01%
+5,747
240
$542K ﹤0.01%
+11,328
241
$534K ﹤0.01%
+4,030
242
$530K ﹤0.01%
1,107
+23
243
$526K ﹤0.01%
9,083
-754
244
$509K ﹤0.01%
1,276
-120
245
$503K ﹤0.01%
8,660
+1,998
246
$498K ﹤0.01%
16,484
+443
247
$498K ﹤0.01%
14,142
-220
248
$497K ﹤0.01%
13,958
+424
249
$481K ﹤0.01%
24,786
+6,023
250
$481K ﹤0.01%
36,195
-2,802