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
$3.43B
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.5M
3
+$12.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.3M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.79M
4
ABT icon
Abbott
ABT
+$1.49M
5
GGG icon
Graco
GGG
+$1.09M

Sector Composition

1 Healthcare 0.82%
2 Industrials 0.81%
3 Financials 0.73%
4 Utilities 0.46%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 0.12%
113,640
+33,165
27
$3.74M 0.11%
117,846
-4,975
28
$3.54M 0.1%
74,090
+34,034
29
$3.42M 0.1%
106,129
-2,165
30
$3.16M 0.09%
51,018
-33,655
31
$2.94M 0.09%
50,131
+22,338
32
$2.62M 0.08%
60,293
-6,117
33
$2.33M 0.07%
35,293
-4,109
34
$2.29M 0.07%
72,095
+22,829
35
$2.2M 0.06%
72,358
+1,617
36
$1.88M 0.05%
22,486
-1,158
37
$1.7M 0.05%
14,429
-1,633
38
$1.68M 0.05%
25,605
-132
39
$1.63M 0.05%
26,707
-2,756
40
$938K 0.03%
39,917
-1,650
41
$837K 0.02%
7,341
-707
42
$819K 0.02%
17,903
-23,773
43
$783K 0.02%
16,152
-5,299
44
$689K 0.02%
+8,343
45
$685K 0.02%
16,662
-1,318
46
$618K 0.02%
14,011
+2,377
47
$609K 0.02%
11,110
+5,935
48
$577K 0.02%
18,572
-2,130
49
$571K 0.02%
21,704
+4,672
50
$391K 0.01%
7,091
-827
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