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
$20.7B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$80.1M
3
+$79.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$56.4M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$47.7M

Top Sells

1
+$331M
2
+$97.7M
3
+$64.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$37.7M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.12%
3 Financials 0.11%
4 Consumer Discretionary 0.06%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$120M 0.58%
731,698
-11,656
27
$116M 0.56%
2,638,432
-41,416
28
$112M 0.54%
1,731,219
+47,130
29
$82.4M 0.4%
2,361,417
+2,274,296
30
$67.6M 0.33%
806,334
+16,013
31
$57.7M 0.28%
773,958
-11,692
32
$53M 0.26%
465,361
+46,534
33
$49.7M 0.24%
1,279,432
+724,051
34
$45.2M 0.22%
1,792,516
-2,546,030
35
$37.1M 0.18%
442,640
+411,207
36
$36.8M 0.18%
1,944,148
-70,376
37
$30.2M 0.15%
463,479
+33,221
38
$28.1M 0.14%
777,074
+682,501
39
$22.6M 0.11%
439,810
+76,523
40
$20.2M 0.1%
403,194
+394,438
41
$20M 0.1%
153,693
+8,886
42
$18.7M 0.09%
381,073
+27,814
43
$18M 0.09%
371,992
+8,628
44
$13.1M 0.06%
148,262
+8,481
45
$12.1M 0.06%
390,049
+373,262
46
$12M 0.06%
237,959
+29,822
47
$10.3M 0.05%
163,389
-31,095
48
$10.3M 0.05%
375,854
+37,744
49
$9.47M 0.05%
302,102
+238,762
50
$8.85M 0.04%
233,906
+212,910
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