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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$314K ﹤0.01%
2,448
+44
252
$304K ﹤0.01%
3,488
-330
253
$304K ﹤0.01%
4,079
254
$304K ﹤0.01%
10,981
-1,383
255
$303K ﹤0.01%
3,637
-67
256
$299K ﹤0.01%
6,376
-113
257
$299K ﹤0.01%
4,492
+127
258
$294K ﹤0.01%
+4,059
259
$291K ﹤0.01%
698
-255
260
$289K ﹤0.01%
8,958
+1,374
261
$283K ﹤0.01%
9,995
-405
262
$283K ﹤0.01%
+2,704
263
$281K ﹤0.01%
3,268
-262
264
$277K ﹤0.01%
3,359
-875
265
$275K ﹤0.01%
4,070
-62
266
$274K ﹤0.01%
6,633
-124
267
$273K ﹤0.01%
+20,693
268
$271K ﹤0.01%
12,212
-211
269
$269K ﹤0.01%
3,615
-82
270
$268K ﹤0.01%
+588
271
$268K ﹤0.01%
2,500
-122
272
$266K ﹤0.01%
4,012
-20
273
$264K ﹤0.01%
8,970
+1,129
274
$263K ﹤0.01%
8,214
-144
275
$261K ﹤0.01%
5,835
9 10
11
12 13