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
376
$298K ﹤0.01%
12,609
-7,309
377
$297K ﹤0.01%
1,869
-552
378
$293K ﹤0.01%
4,126
-1,503
379
$292K ﹤0.01%
4,788
+277
380
$288K ﹤0.01%
4,542
+51
381
$282K ﹤0.01%
+4,647
382
$280K ﹤0.01%
2,205
+501
383
$278K ﹤0.01%
4,115
+25
384
$274K ﹤0.01%
14,981
+1,027
385
$266K ﹤0.01%
3,372
-29
386
$265K ﹤0.01%
2,407
-258
387
$263K ﹤0.01%
3,392
+809
388
$262K ﹤0.01%
8,526
-72
389
$258K ﹤0.01%
+5,604
390
$257K ﹤0.01%
36,076
-12,060
391
$253K ﹤0.01%
764
392
$253K ﹤0.01%
2,787
-211
393
$247K ﹤0.01%
+5,054
394
$245K ﹤0.01%
2,449
-592
395
$245K ﹤0.01%
13,240
396
$243K ﹤0.01%
+10,205
397
$241K ﹤0.01%
+3,124
398
$239K ﹤0.01%
751
399
$234K ﹤0.01%
3,228
+5
400
$233K ﹤0.01%
1,404
+300
14 15
16
17 18