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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$160M 0.7%
5,796,333
+3,674,629
27
$140M 0.61%
3,124,286
+1,903,954
28
$138M 0.6%
4,148,011
+2,144,906
29
$130M 0.57%
2,554,243
+1,370,116
30
$126M 0.55%
4,496,908
-384,748
31
$124M 0.54%
3,408,768
+1,309,711
32
$119M 0.52%
7,286,044
+5,914,052
33
$115M 0.51%
1,737,058
-369,790
34
$111M 0.48%
7,299,070
+5,970,410
35
$111M 0.48%
535,259
-88,970
36
$100M 0.44%
1,645,598
-274,413
37
$93.7M 0.41%
2,845,511
-27
38
$90M 0.39%
1,363,039
-3,229
39
$87.3M 0.38%
3,034,467
-21,967
40
$85.7M 0.37%
547,288
-57,142
41
$84.6M 0.37%
1,722,390
-4,603,646
42
$72.5M 0.32%
1,701,493
-10,370,323
43
$69.2M 0.3%
1,219,559
-602,479
44
$56.1M 0.25%
635,296
-32,947
45
$45.3M 0.2%
1,353,207
+856,024
46
$40.2M 0.18%
806,721
+417,473
47
$39.6M 0.17%
767,259
-12,387,623
48
$29M 0.13%
267,790
+102,996
49
$27.1M 0.12%
522,764
+111,020
50
$25.9M 0.11%
882,460
+479,326
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