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
$17.1B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$8.35M
3
+$5.66M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.53M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.05M

Top Sells

1
+$89.2M
2
+$36.1M
3
+$30M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.2M

Sector Composition

1 Industrials 0.13%
2 Financials 0.13%
3 Healthcare 0.12%
4 Utilities 0.1%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$97.7M 0.57%
4,603,885
+3,011,278
27
$79.7M 0.47%
3,008,364
+152,876
28
$65.8M 0.38%
791,518
+2,119
29
$55.9M 0.33%
770,164
-15,146
30
$48.5M 0.28%
966,724
+90,358
31
$39M 0.23%
1,720,898
+68,958
32
$35.7M 0.21%
1,999,852
-138,172
33
$35.2M 0.21%
1,859,041
+96,462
34
$24.6M 0.14%
401,382
+58,507
35
$17.6M 0.1%
460,857
+59,144
36
$17.2M 0.1%
222,641
-32,563
37
$15.3M 0.09%
340,488
+43,024
38
$14.9M 0.09%
127,942
+17,366
39
$12.7M 0.07%
260,006
+28,450
40
$10.7M 0.06%
214,494
+20,469
41
$9.67M 0.06%
218,956
+16,997
42
$9.05M 0.05%
80,050
+12,023
43
$8.51M 0.05%
44,114
-29
44
$8.29M 0.05%
114,040
-15,071
45
$8.06M 0.05%
72,833
+12,650
46
$6.51M 0.04%
311,575
-3,874
47
$5.51M 0.03%
107,206
+16,811
48
$5.34M 0.03%
204,149
+30,932
49
$5.22M 0.03%
62,051
-5,584
50
$5.02M 0.03%
81,561
-5,112
1
2
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