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
276
$257K ﹤0.01%
1,253
-31
277
$256K ﹤0.01%
10,202
+882
278
$255K ﹤0.01%
+2,559
279
$254K ﹤0.01%
2,505
+66
280
$253K ﹤0.01%
+1,593
281
$252K ﹤0.01%
1,839
-184
282
$247K ﹤0.01%
8,971
-175
283
$245K ﹤0.01%
8,151
+201
284
$243K ﹤0.01%
4,327
+4
285
$238K ﹤0.01%
4,515
-35
286
$236K ﹤0.01%
8,127
-135
287
$236K ﹤0.01%
13,966
-10,538
288
$236K ﹤0.01%
527
-18
289
$233K ﹤0.01%
3,714
-1,053
290
$231K ﹤0.01%
1,143
-148
291
$230K ﹤0.01%
1,373
-219
292
$229K ﹤0.01%
8,466
-163
293
$228K ﹤0.01%
+4,861
294
$225K ﹤0.01%
4,550
-5,260
295
$220K ﹤0.01%
1,390
-82
296
$219K ﹤0.01%
2,075
-984
297
$215K ﹤0.01%
4,997
-238
298
$214K ﹤0.01%
+8,124
299
$207K ﹤0.01%
1,915
-194
300
$207K ﹤0.01%
11,355
10 11
12
13 14