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
401
$227K ﹤0.01%
1,107
-30
402
$226K ﹤0.01%
876
-100
403
$222K ﹤0.01%
1,983
-418
404
$222K ﹤0.01%
+2,742
405
$221K ﹤0.01%
1,557
-54
406
$220K ﹤0.01%
600
407
$218K ﹤0.01%
+2,072
408
$214K ﹤0.01%
+1,765
409
$213K ﹤0.01%
6,173
+108
410
$208K ﹤0.01%
772
+35
411
$207K ﹤0.01%
+3,332
412
$207K ﹤0.01%
+2,525
413
$207K ﹤0.01%
2,356
414
$207K ﹤0.01%
2,146
-503
415
$206K ﹤0.01%
2,007
-138
416
$206K ﹤0.01%
+1,376
417
$205K ﹤0.01%
+1,878
418
$205K ﹤0.01%
1,681
-1,461
419
$204K ﹤0.01%
5,042
-1,265
420
$201K ﹤0.01%
543
-19
421
$200K ﹤0.01%
3,047
+109
422
$200K ﹤0.01%
+2,953
423
$189K ﹤0.01%
15,055
424
$139K ﹤0.01%
11,196
425
$106K ﹤0.01%
+12,200
15 16
17
18 19