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
301
$666K ﹤0.01%
9,664
-81
302
$658K ﹤0.01%
7,332
-226
303
$647K ﹤0.01%
10,980
-1,118
304
$639K ﹤0.01%
3,017
-423
305
$633K ﹤0.01%
5,438
-4
306
$624K ﹤0.01%
6,469
-33
307
$618K ﹤0.01%
14,446
-5,487
308
$616K ﹤0.01%
4,174
-74
309
$599K ﹤0.01%
23,683
-12,876
310
$588K ﹤0.01%
6,042
+11
311
$587K ﹤0.01%
24,137
+24
312
$581K ﹤0.01%
2,138
-959
313
$576K ﹤0.01%
25,344
-680
314
$572K ﹤0.01%
3,889
-2,488
315
$568K ﹤0.01%
2,695
316
$565K ﹤0.01%
13,127
+82
317
$560K ﹤0.01%
8,792
-201
318
$539K ﹤0.01%
23,546
+6,745
319
$530K ﹤0.01%
3,368
-299
320
$525K ﹤0.01%
52,344
-5,010
321
$503K ﹤0.01%
1,527
-1,357
322
$499K ﹤0.01%
7,862
-940
323
$499K ﹤0.01%
8,622
-167
324
$498K ﹤0.01%
17,764
-424
325
$497K ﹤0.01%
8,854
-2,954
11 12
13
14 15