Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Sells

1 +$286M
2 +$71.2M
3 +$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$281K ﹤0.01%
811
+23
302
$280K ﹤0.01%
765
-580
303
$280K ﹤0.01%
2,273
-1,298
304
$279K ﹤0.01%
4,384
-20
305
$273K ﹤0.01%
685
+23
306
$261K ﹤0.01%
1,062
-417
307
$259K ﹤0.01%
+3,926
308
$258K ﹤0.01%
914
-994
309
$250K ﹤0.01%
3,801
+550
310
$249K ﹤0.01%
2,403
-222
311
$249K ﹤0.01%
+3,464
312
$246K ﹤0.01%
3,988
+498
313
$234K ﹤0.01%
+2,906
314
$234K ﹤0.01%
+3,228
315
$232K ﹤0.01%
20,859
316
$232K ﹤0.01%
+926
317
$231K ﹤0.01%
2,372
-1,189
318
$229K ﹤0.01%
+5,240
319
$227K ﹤0.01%
+600
320
$224K ﹤0.01%
+1,699
321
$218K ﹤0.01%
+5,757
322
$218K ﹤0.01%
+2,607
323
$215K ﹤0.01%
717
-431
324
$214K ﹤0.01%
+414
325
$214K ﹤0.01%
+5,560