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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$210K ﹤0.01%
2,396
-3,421
277
$209K ﹤0.01%
+5,837
278
$209K ﹤0.01%
+2,229
279
$207K ﹤0.01%
1,135
-207
280
$206K ﹤0.01%
3,305
-263
281
$204K ﹤0.01%
+2,254
282
$200K ﹤0.01%
717
-919
283
$160K ﹤0.01%
12,720
-4,063
284
– –
-708
285
– –
-10,491
286
– –
-5,051
287
– –
-1,093
288
– –
-25,685
289
– –
-2,158
290
– –
-3,428
291
– –
-1,085
292
– –
-5,750
293
– –
-9,846
294
– –
-407,800
295
– –
-9,298
296
– –
-3,714
297
– –
-4,861
298
– –
-12,800
299
– –
-7,071
300
– –
-1,377
9 10 11
12
13