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
351
-1,260
352
-681
353
-13,000
354
-1,556
355
-1,553
356
-1,578
357
-1,072
358
-3,933
359
-6,113
360
-11,735
361
-4,256
362
-10,000
363
-1,472
364
-4,009
365
-10,491
366
-12,333