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
276
$822K ﹤0.01%
6,878
+304
277
$820K ﹤0.01%
17,352
+852
278
$819K ﹤0.01%
40,293
+13,195
279
$811K ﹤0.01%
47,957
+6,284
280
$798K ﹤0.01%
+1
281
$795K ﹤0.01%
28,094
+2,548
282
$785K ﹤0.01%
5,844
+414
283
$784K ﹤0.01%
4,595
+3
284
$772K ﹤0.01%
934
-540
285
$769K ﹤0.01%
13,963
+2,539
286
$759K ﹤0.01%
1,619
+25
287
$758K ﹤0.01%
8,814
-135
288
$755K ﹤0.01%
+2,444
289
$745K ﹤0.01%
8,024
+30
290
$744K ﹤0.01%
3,620
291
$741K ﹤0.01%
5,652
-250
292
$736K ﹤0.01%
6,687
-374
293
$731K ﹤0.01%
5,390
-20
294
$717K ﹤0.01%
2,295
-183
295
$700K ﹤0.01%
+14,085
296
$694K ﹤0.01%
8,315
-340
297
$677K ﹤0.01%
16,083
-375
298
$676K ﹤0.01%
1,609
-120
299
$672K ﹤0.01%
2,538
-666
300
$669K ﹤0.01%
63,499
+51
10 11
12
13 14