Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$194M
3
+$80.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$79.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$47M

Top Sells

1
+$6.3M
2
+$5.93M
3
+$4.9M
4
ALK icon
Alaska Air
ALK
+$2.17M
5
CXT icon
Crane NXT
CXT
+$1.53M

Sector Composition

1 Healthcare 1.21%
2 Industrials 1.04%
3 Utilities 0.91%
4 Financials 0.74%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.14%
114,901
-1,972
27
$2.59M 0.12%
54,077
+33,320
28
$2.47M 0.12%
75,154
+2,787
29
$2.32M 0.11%
59,108
+21,391
30
$2.24M 0.11%
27,192
+9,083
31
$2.06M 0.1%
30,372
-1,653
32
$2M 0.09%
14,602
-1,025
33
$1.95M 0.09%
28,611
+4,859
34
$1.77M 0.08%
60,468
+16,004
35
$1.24M 0.06%
19,419
-1,355
36
$952K 0.04%
8,870
-7,705
37
$899K 0.04%
19,275
-1,529
38
$774K 0.04%
12,396
-7,216
39
$669K 0.03%
35,019
-2,208
40
$606K 0.03%
11,448
+40
41
$568K 0.03%
+2,856
42
$554K 0.03%
9,004
-999
43
$547K 0.03%
14,960
-318
44
$526K 0.02%
11,155
-4,506
45
$523K 0.02%
33,092
-11,612
46
$519K 0.02%
13,921
+1,761
47
$478K 0.02%
15,237
-648
48
$312K 0.01%
5,598
+4,412
49
$309K 0.01%
29,879
-4,219
50
$307K 0.01%
10,013
-382
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