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
$4.21B
AUM Growth
+$777M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$232M
3
+$72M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$58.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$51.2M

Top Sells

1
+$4.86M
2
+$2.29M
3
+$1.38M
4
FAF icon
First American
FAF
+$1.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.18M

Sector Composition

1 Healthcare 0.61%
2 Financials 0.55%
3 Industrials 0.51%
4 Utilities 0.41%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 0.13%
105,968
+13,608
27
$4.92M 0.12%
70,188
-11,694
28
$3.99M 0.09%
82,140
-21,381
29
$3.46M 0.08%
52,659
+27,054
30
$3.2M 0.08%
52,940
+1,922
31
$3.1M 0.07%
108,000
-9,846
32
$2.96M 0.07%
42,559
+7,266
33
$2.5M 0.06%
89,764
-16,365
34
$2.32M 0.06%
55,007
-5,286
35
$2.16M 0.05%
75,058
+2,700
36
$2.08M 0.05%
16,652
+2,223
37
$1.83M 0.04%
20,641
-1,845
38
$1.79M 0.04%
+31,948
39
$1.46M 0.03%
22,247
-4,460
40
$1.29M 0.03%
24,911
-25,220
41
$1.14M 0.03%
28,322
+11,660
42
$966K 0.02%
39,145
-772
43
$883K 0.02%
33,756
+12,052
44
$852K 0.02%
6,739
-602
45
$758K 0.02%
14,429
-1,723
46
$649K 0.02%
7,920
-423
47
$584K 0.01%
11,116
-2,895
48
$578K 0.01%
19,180
+608
49
$568K 0.01%
12,555
-5,348
50
$509K 0.01%
2,733
+952
1
2
3 4 5