Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.5B
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Sells

1 +$524M
2 +$270M
3 +$193M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$143M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$82.8M

Sector Composition

1 Technology 0.31%
2 Communication Services 0.13%
3 Consumer Discretionary 0.12%
4 Financials 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$315K ﹤0.01%
+11,527
377
$308K ﹤0.01%
4,511
+30
378
$307K ﹤0.01%
12,286
+2,684
379
$307K ﹤0.01%
+4,385
380
$307K ﹤0.01%
+4,491
381
$306K ﹤0.01%
2,998
+892
382
$306K ﹤0.01%
1,966
-7
383
$305K ﹤0.01%
5,108
+1,021
384
$304K ﹤0.01%
+2,642
385
$300K ﹤0.01%
2,150
+676
386
$297K ﹤0.01%
5,572
+57
387
$294K ﹤0.01%
3,041
+783
388
$294K ﹤0.01%
+1,037
389
$291K ﹤0.01%
2,421
-483
390
$290K ﹤0.01%
4,090
-37
391
$288K ﹤0.01%
+2,372
392
$287K ﹤0.01%
5,070
+1,763
393
$286K ﹤0.01%
1,183
+366
394
$286K ﹤0.01%
2,583
-93
395
$284K ﹤0.01%
+830
396
$281K ﹤0.01%
+2,649
397
$279K ﹤0.01%
+976
398
$276K ﹤0.01%
+3,236
399
$270K ﹤0.01%
+8,598
400
$268K ﹤0.01%
+732