Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
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
+$39.7M
2
+$36.7M
3
+$34.5M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.1M

Top Sells

1
+$120M
2
+$56.6M
3
+$55.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$48.4M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$43.9M

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
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431
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437
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-4,385
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