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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.08M ﹤0.01%
4,573
+192
252
$1.07M ﹤0.01%
2,391
-72
253
$1.06M ﹤0.01%
25,439
+1,215
254
$1.06M ﹤0.01%
39,699
-2,564
255
$1.05M ﹤0.01%
16,146
-28
256
$1M ﹤0.01%
13,978
-1,035
257
$991K ﹤0.01%
10,601
+99
258
$969K ﹤0.01%
26,806
-1,757
259
$966K ﹤0.01%
2,518
-41
260
$960K ﹤0.01%
13,546
+1,171
261
$945K ﹤0.01%
15,408
-649
262
$939K ﹤0.01%
22,331
-118,928
263
$934K ﹤0.01%
4,001
-145
264
$924K ﹤0.01%
11,136
-1,625
265
$890K ﹤0.01%
4,401
+309
266
$885K ﹤0.01%
1,619
+23
267
$881K ﹤0.01%
3,058
+698
268
$876K ﹤0.01%
26,655
+392
269
$857K ﹤0.01%
8,021
-8,417
270
$847K ﹤0.01%
8,573
+265
271
$835K ﹤0.01%
3,159
+128
272
$833K ﹤0.01%
5,788
+2,879
273
$833K ﹤0.01%
34,072
-3,009
274
$833K ﹤0.01%
32,608
-11,686
275
$831K ﹤0.01%
85,625
-8,498
9 10
11
12 13