Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
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
+$512M
2
+$394M
3
+$190M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$172M
5
VUG icon
Vanguard Growth ETF
VUG
+$160M

Top Sells

1
+$135M
2
+$126M
3
+$65.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.1M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$40.1M

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
301
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304
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$50K ﹤0.01%
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