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
$2.99B
AUM Growth
+$825M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$740M
2
+$152M
3
+$103M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$68.4M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$28.9M

Top Sells

1
+$227M
2
+$140M
3
+$126M
4
DTE icon
DTE Energy
DTE
+$35.2M
5
ABBV icon
AbbVie
ABBV
+$1.56M

Sector Composition

1 Healthcare 1.2%
2 Utilities 0.8%
3 Industrials 0.74%
4 Financials 0.56%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 0.11%
+66,486
27
$3.22M 0.11%
70,755
-5,149
28
$3.22M 0.11%
115,837
-10,252
29
$2.81M 0.09%
37,724
-19,807
30
$2.35M 0.08%
68,528
+1,696
31
$2.23M 0.07%
21,032
-808
32
$2.12M 0.07%
32,988
-9,333
33
$1.94M 0.06%
23,007
+767
34
$1.66M 0.06%
+61,400
35
$1.64M 0.05%
32,754
-4,379
36
$1.5M 0.05%
49,676
-2,051
37
$1.44M 0.05%
+24,858
38
$1.31M 0.04%
22,389
-1,680
39
$1.02M 0.03%
44,319
-8,164
40
$971K 0.03%
8,266
+75
41
$857K 0.03%
+15,467
42
$810K 0.03%
20,350
+6,174
43
$801K 0.03%
15,870
+3,973
44
$681K 0.02%
14,180
+1,662
45
$644K 0.02%
10,608
+145
46
$537K 0.02%
13,023
-342
47
$530K 0.02%
19,045
-1,109
48
$427K 0.01%
10,018
-787
49
$423K 0.01%
41,688
+8,402
50
$415K 0.01%
7,407
-872
1
2
3 4 5