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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$237K ﹤0.01%
6,002
-1,034
252
$234K ﹤0.01%
1,081
-1,744
253
$233K ﹤0.01%
2,263
-970
254
$227K ﹤0.01%
778
-668
255
$223K ﹤0.01%
538
-352
256
$223K ﹤0.01%
+12,019
257
$222K ﹤0.01%
3,558
-893
258
$218K ﹤0.01%
+2,482
259
$215K ﹤0.01%
3,894
-178
260
$211K ﹤0.01%
545
-101
261
$210K ﹤0.01%
+1,898
262
$205K ﹤0.01%
+3,452
263
$203K ﹤0.01%
+4,786
264
$203K ﹤0.01%
+2,622
265
$201K ﹤0.01%
+877
266
$201K ﹤0.01%
+1,852
267
$189K ﹤0.01%
11,355
268
– –
-1,445
269
– –
-15,558
270
– –
-5,933
271
– –
-1,054
272
– –
-25,414
273
– –
-1,923
274
– –
-2,724
275
– –
-2,687
9 10
11
12 13