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
$120M
AUM Growth
+$242K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.74M
3
+$1.55M
4
COP icon
ConocoPhillips
COP
+$967K
5
WGL
Wgl Holdings
WGL
+$766K

Top Sells

1
+$8.11M
2
+$4.35M
3
+$3.82M
4
MPC icon
Marathon Petroleum
MPC
+$3.02M
5
D icon
Dominion Energy
D
+$929K

Sector Composition

1 Energy 17.31%
2 Utilities 15.99%
3 Industrials 14.67%
4 Financials 13.67%
5 Communication Services 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.99%
16,831
+13,684
27
$1.17M 0.97%
29,120
+19,125
28
$1.14M 0.94%
19,803
+700
29
$989K 0.82%
22,877
-8,597
30
$971K 0.81%
49,471
-26,335
31
$946K 0.79%
22,668
-12,142
32
$885K 0.74%
17,751
-9,724
33
$671K 0.56%
17,371
+369
34
$578K 0.48%
19,016
-1,288
35
$558K 0.46%
7,236
+6,600
36
$535K 0.44%
15,634
+49
37
$512K 0.43%
11,500
-2,170
38
$465K 0.39%
25,871
-577
39
$423K 0.35%
11,963
-2,930
40
$288K 0.24%
6,893
-5,616
41
$274K 0.23%
13,025
+420
42
$242K 0.2%
8,796
+3,693
43
$205K 0.17%
7,819
+2,212
44
$161K 0.13%
4,780
+586
45
$113K 0.09%
6,361
-692
46
$98K 0.08%
3,297
-3,969
47
$45K 0.04%
3,386
-241
48
$37K 0.03%
616
-385
49
$28K 0.02%
1,583
-720
50
$28K 0.02%
317
-3
1
2
3