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
351
$372K ﹤0.01%
9,911
352
$370K ﹤0.01%
1,183
-760
353
$363K ﹤0.01%
1,050
+13
354
$358K ﹤0.01%
14,014
+1,728
355
$357K ﹤0.01%
11,527
356
$355K ﹤0.01%
3,893
-2
357
$347K ﹤0.01%
6,959
-3,695
358
$346K ﹤0.01%
3,247
359
$343K ﹤0.01%
2,645
+273
360
$342K ﹤0.01%
2,341
-364
361
$341K ﹤0.01%
5,026
-82
362
$341K ﹤0.01%
2,443
-672
363
$329K ﹤0.01%
+8,867
364
$328K ﹤0.01%
6,987
-120
365
$328K ﹤0.01%
2,908
+266
366
$326K ﹤0.01%
13,161
+10
367
$323K ﹤0.01%
28,833
368
$322K ﹤0.01%
865
+179
369
$313K ﹤0.01%
1,956
370
$311K ﹤0.01%
1,821
-118
371
$308K ﹤0.01%
2,527
-418
372
$304K ﹤0.01%
7,536
-575
373
$301K ﹤0.01%
853
+23
374
$301K ﹤0.01%
1,966
375
$299K ﹤0.01%
11,804
-2,679
13 14
15
16 17