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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$267K ﹤0.01%
963
-1,363
252
$266K ﹤0.01%
+586
253
$260K ﹤0.01%
1,389
254
$258K ﹤0.01%
3,410
-1,923
255
$256K ﹤0.01%
2,562
-1,773
256
$251K ﹤0.01%
1,539
+197
257
$249K ﹤0.01%
2,726
-354
258
$248K ﹤0.01%
3,127
-1,974
259
$247K ﹤0.01%
3,382
-903
260
$247K ﹤0.01%
+6,497
261
$243K ﹤0.01%
2,467
262
$241K ﹤0.01%
1,900
-44
263
$236K ﹤0.01%
+3,970
264
$232K ﹤0.01%
+922
265
$231K ﹤0.01%
1,446
-70
266
$228K ﹤0.01%
4,860
-1,200
267
$225K ﹤0.01%
1,311
+50
268
$225K ﹤0.01%
2,753
-57
269
$224K ﹤0.01%
8,724
+886
270
$224K ﹤0.01%
3,422
+16
271
$221K ﹤0.01%
9,090
+14
272
$214K ﹤0.01%
+1,146
273
$213K ﹤0.01%
20,009
-684
274
$212K ﹤0.01%
+5,660
275
$210K ﹤0.01%
3,637
-95
9 10
11
12 13