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
401
$266K ﹤0.01%
+13,240
402
$265K ﹤0.01%
3,710
403
$261K ﹤0.01%
1,137
+188
404
$259K ﹤0.01%
2,145
-198
405
$257K ﹤0.01%
6,802
406
$255K ﹤0.01%
562
+19
407
$254K ﹤0.01%
6,307
+1,265
408
$251K ﹤0.01%
751
+113
409
$247K ﹤0.01%
686
-132
410
$245K ﹤0.01%
4,031
+260
411
$245K ﹤0.01%
+2,182
412
$242K ﹤0.01%
600
-14
413
$242K ﹤0.01%
+2,427
414
$241K ﹤0.01%
4,910
+807
415
$237K ﹤0.01%
1,704
+156
416
$237K ﹤0.01%
+2,565
417
$233K ﹤0.01%
+8,688
418
$229K ﹤0.01%
+3,223
419
$223K ﹤0.01%
+7,105
420
$222K ﹤0.01%
+2,401
421
$222K ﹤0.01%
+765
422
$219K ﹤0.01%
+737
423
$218K ﹤0.01%
+2,356
424
$218K ﹤0.01%
+5,695
425
$218K ﹤0.01%
+1,104