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
326
$489K ﹤0.01%
+6,592
327
$486K ﹤0.01%
14,228
+1,121
328
$479K ﹤0.01%
8,312
329
$479K ﹤0.01%
12,465
330
$471K ﹤0.01%
8,018
-1,069
331
$468K ﹤0.01%
6,537
-3,783
332
$467K ﹤0.01%
8,526
-490
333
$463K ﹤0.01%
6,833
-1,331
334
$434K ﹤0.01%
3,508
-175
335
$428K ﹤0.01%
1,571
-46
336
$427K ﹤0.01%
1,397
-134
337
$423K ﹤0.01%
2,443
+287
338
$421K ﹤0.01%
10,602
+22
339
$419K ﹤0.01%
42,388
-4,212
340
$411K ﹤0.01%
3,682
+42
341
$410K ﹤0.01%
2,713
-12
342
$406K ﹤0.01%
4,336
-54
343
$401K ﹤0.01%
1,481
-7
344
$390K ﹤0.01%
8,524
345
$387K ﹤0.01%
2,579
-1,055
346
$385K ﹤0.01%
4,115
-49
347
$383K ﹤0.01%
15,681
-6
348
$379K ﹤0.01%
12,044
-512
349
$377K ﹤0.01%
1,485
+12
350
$375K ﹤0.01%
8,896
-205
12 13
14
15 16