Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$517M
2 +$176M
3 +$136M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$90.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$85.2M

Sector Composition

1 Industrials 0.11%
2 Healthcare 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
251
-955
252
-22,296
253
-12,463
254
-2,289
255
-6,306
256
-827
257
-15,678
258
-21,226
259
-60,000
260
-30,966
261
-11,156