Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
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
+$132M
3
+$125M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$117M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$104M

Top Sells

1
+$118M
2
+$95.9M
3
+$68.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$51.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.1M

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
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+5,837
278
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279
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280
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281
$204K ﹤0.01%
+2,254
282
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717
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283
$160K ﹤0.01%
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9 10 11
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