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
$18.6B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$339M
3
+$321M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.3M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$72.4M

Top Sells

1
+$1.75B
2
+$744M
3
+$174M
4
VUG icon
Vanguard Growth ETF
VUG
+$121M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.1M

Sector Composition

1 Industrials 0.15%
2 Healthcare 0.14%
3 Financials 0.1%
4 Consumer Discretionary 0.04%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$120M 0.65%
6,912
-100,294
27
$114M 0.61%
2,679,848
+60,201
28
$112M 0.6%
743,354
-9,719
29
$110M 0.59%
4,338,546
-29,421,002
30
$100M 0.54%
1,684,089
-2,919,796
31
$82.9M 0.45%
144,807
+16,865
32
$66.7M 0.36%
790,321
-1,197
33
$57.6M 0.31%
785,650
+15,486
34
$47.8M 0.26%
418,827
+338,777
35
$35.1M 0.19%
2,014,524
+14,672
36
$26.3M 0.14%
430,258
+28,876
37
$22.8M 0.12%
555,381
+94,524
38
$18.4M 0.1%
363,287
-603,437
39
$17.3M 0.09%
353,259
+93,253
40
$15.8M 0.09%
363,364
+22,876
41
$11M 0.06%
194,484
-20,010
42
$10.6M 0.06%
139,781
+25,741
43
$9.41M 0.05%
208,137
-10,819
44
$9.39M 0.05%
338,110
+205,776
45
$7.89M 0.04%
40,759
-3,355
46
$6.5M 0.03%
315,167
+3,592
47
$6.18M 0.03%
+57,050
48
$5.77M 0.03%
206,694
+2,545
49
$5.54M 0.03%
66,149
+4,098
50
$4.89M 0.03%
66,765
-14,796
1
2
3 4 5