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
426
$106K ﹤0.01%
10,973
427
$92K ﹤0.01%
10,715
428
$22.5K ﹤0.01%
38,200
429
$7.93K ﹤0.01%
+10,073
430
– –
-1,694
431
– –
-856
432
– –
-6,735
433
– –
-4,059
434
– –
-3,012
435
– –
-7,105
436
– –
-16,284
437
– –
-6,746
438
– –
-2,565
439
– –
-36,393
440
– –
-2,321
441
– –
-853
442
– –
-1,183
443
– –
-4,385
444
– –
-18,864
445
– –
-1,510
446
– –
-3,710
447
– –
-28,489
448
– –
-8,688
449
– –
-11,482
450
– –
-732
15 16 17
18
19