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
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$173M
3
+$133M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$109M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$75.2M

Top Sells

1
+$174M
2
+$9.12M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
ABT icon
Abbott
ABT
+$1.47M

Sector Composition

1 Industrials 0.5%
2 Healthcare 0.48%
3 Utilities 0.48%
4 Financials 0.43%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 0.11%
313,267
-4,338
27
$5.2M 0.1%
71,204
-20,082
28
$5.14M 0.1%
88,536
+6,396
29
$3.88M 0.07%
79,947
+24,940
30
$3.66M 0.07%
107,082
+17,318
31
$3.41M 0.07%
49,497
-3,443
32
$2.71M 0.05%
97,147
-10,853
33
$2.5M 0.05%
34,908
-7,651
34
$2.3M 0.04%
89,613
+14,555
35
$2.19M 0.04%
16,805
+153
36
$1.97M 0.04%
30,863
-21,796
37
$1.96M 0.04%
+43,694
38
$1.5M 0.03%
22,769
+522
39
$1.32M 0.03%
25,656
+745
40
$1.32M 0.03%
51,042
+17,286
41
$1.23M 0.02%
22,120
+7,691
42
$1.05M 0.02%
2,828
+2,614
43
$973K 0.02%
36,895
-2,250
44
$970K 0.02%
24,390
-3,932
45
$790K 0.02%
6,463
-276
46
$636K 0.01%
27,318
+15,497
47
$618K 0.01%
18,313
-867
48
$612K 0.01%
10,377
-739
49
$550K 0.01%
11,859
-696
50
$528K 0.01%
10,227
+6,945
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2
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