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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.34M ﹤0.01%
51,679
-16,032
227
$1.33M ﹤0.01%
11,506
+1,925
228
$1.33M ﹤0.01%
21,511
-586
229
$1.3M ﹤0.01%
4,848
-408
230
$1.29M ﹤0.01%
93,597
+33,037
231
$1.28M ﹤0.01%
9,667
-1,452
232
$1.28M ﹤0.01%
9,133
+1,284
233
$1.27M ﹤0.01%
21,317
-6,578
234
$1.26M ﹤0.01%
2,398
-1,437
235
$1.25M ﹤0.01%
24,494
+1,937
236
$1.25M ﹤0.01%
5,760
-61
237
$1.25M ﹤0.01%
25,296
+38
238
$1.24M ﹤0.01%
10,594
+63
239
$1.23M ﹤0.01%
39,784
-5,712
240
$1.21M ﹤0.01%
43,183
+4,524
241
$1.19M ﹤0.01%
+19,600
242
$1.18M ﹤0.01%
15,387
-122,314
243
$1.18M ﹤0.01%
5,901
-572
244
$1.18M ﹤0.01%
81,397
-2,285
245
$1.16M ﹤0.01%
10,404
-3,023
246
$1.15M ﹤0.01%
58,350
+13,777
247
$1.13M ﹤0.01%
12,865
-2,393
248
$1.11M ﹤0.01%
16,703
-30
249
$1.11M ﹤0.01%
2,018
+89
250
$1.1M ﹤0.01%
11,505
-2,115
8 9
10
11 12