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
$37.5B
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
$205K ﹤0.01%
+5,357
302
$202K ﹤0.01%
3,858
-36
303
$201K ﹤0.01%
+14,967
304
$201K ﹤0.01%
3,307
-751
305
$50K ﹤0.01%
+10,000
306
– –
-2,263
307
– –
-9,896
308
– –
-5,050
309
– –
-6,917
310
– –
-5,275
311
– –
-1,852
312
– –
-15,860
313
– –
-978
314
– –
-73,269
315
– –
-10,410
316
– –
-3,452
317
– –
-877
318
– –
-7,183
319
– –
-3,134
320
– –
-1,898
321
– –
-2,974
322
– –
-12,356
323
– –
-11,288
324
– –
-1,325
325
– –
-5,040
10 11 12
13
14