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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

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
326
– –
-1,852
327
– –
-15,860
328
– –
-13,744
10 11 12 13
14