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
276
$202K ﹤0.01%
2,553
+60
277
$200K ﹤0.01%
+7,228
278
$182K ﹤0.01%
11,355
279
$165K ﹤0.01%
14,967
280
$146K ﹤0.01%
12,767
-709
281
$131K ﹤0.01%
11,196
-6,814
282
$97K ﹤0.01%
+11,480
283
$91K ﹤0.01%
10,024
284
$87K ﹤0.01%
10,715
285
$21K ﹤0.01%
10,000
286
$12K ﹤0.01%
+200
287
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-2,852
288
– –
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289
– –
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290
– –
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291
– –
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292
– –
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293
– –
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294
– –
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295
– –
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296
– –
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297
– –
-10,000
298
– –
-3,836
299
– –
-4,096
300
– –
-2,613
9 10 11
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