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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 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
$191K ﹤0.01%
16,613
+459
252
$150K ﹤0.01%
11,355
253
$102K ﹤0.01%
10,000
254
$76K ﹤0.01%
+12,233
255
$16K ﹤0.01%
+1,150
256
– –
-2,626
257
– –
-13,646
258
– –
-3,066
259
– –
-4,694
260
– –
-17,087
261
– –
-688
262
– –
-2,022
263
– –
-918
264
– –
-631
265
– –
-156,964
266
– –
-10,000
7 8 9 10
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