Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
+12.96%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$29.3B
AUM Growth
+$29.3B
(+17%)
Cap. Flow
+$1.33B
Cap. Flow
% of AUM
4.53%
Top 10 Holdings %
Top 10 Hldgs %
62.08%
Holding
266
New
23
Increased
106
Reduced
110
Closed
11
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$193M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$139M |
| 3 |
Vanguard Growth ETF
VUG
|
$84.9M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$83.1M |
| 5 |
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% |
