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

Top Buys

1
+$268M
2
+$232M
3
+$224M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$157M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$148M

Top Sells

1
+$80.6M
2
+$23.1M
3
+$9.54M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.11M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.29M

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
– –
-4,628
269
– –
-6,690
270
– –
-15,000
271
– –
-6,732
272
– –
-1,488
273
– –
-827
274
– –
-1,311
275
– –
-10,687
9 10
11
12 13