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
$18.3B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$439M
3
+$342M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$296M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$260M

Top Sells

1
+$163M
2
+$89.5M
3
+$61.6M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$52.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$46.5M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.13%
3 Financials 0.12%
4 Utilities 0.11%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$95.1M 0.52%
1,592,607
+80,691
27
$74.1M 0.4%
2,855,488
-3,451,058
28
$64.1M 0.35%
789,399
-245,041
29
$56.5M 0.31%
785,310
+32,054
30
$43.2M 0.24%
876,366
-1,066,662
31
$37.4M 0.2%
1,651,940
-2,720,086
32
$37.4M 0.2%
2,138,024
-1,059,200
33
$32.9M 0.18%
1,762,579
+557,012
34
$20.8M 0.11%
342,875
+94,884
35
$19.6M 0.11%
255,204
-4,230
36
$14.6M 0.08%
401,713
+192,148
37
$12.8M 0.07%
297,464
+35,976
38
$12.5M 0.07%
110,576
+12,807
39
$11.2M 0.06%
+231,556
40
$10.4M 0.06%
129,111
+14,143
41
$10.2M 0.06%
201,959
-40,933
42
$9.34M 0.05%
194,025
-1,707
43
$7.56M 0.04%
68,027
+36,673
44
$7.54M 0.04%
44,143
-3,062
45
$6.65M 0.04%
60,183
+40,674
46
$6.31M 0.03%
315,449
+13,346
47
$5.53M 0.03%
86,673
-13,353
48
$5.41M 0.03%
67,635
-6,685
49
$4.67M 0.03%
90,395
+32,408
50
$4.5M 0.02%
173,217
+13,387
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