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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316M 1.08%
8,989,329
-859,797
27
$295M 1%
4,248,790
-889,355
28
$287M 0.98%
15,365,436
+4,859,762
29
$242M 0.83%
7,326,263
+1,178,955
30
$211M 0.72%
1,797,962
+83,680
31
$175M 0.6%
3,974,298
+375,504
32
$152M 0.52%
2,110,996
-367,912
33
$147M 0.5%
6,595,296
-477,992
34
$131M 0.45%
4,673,562
+239,922
35
$115M 0.39%
1,330,732
-217,968
36
$108M 0.37%
2,561,050
+691,901
37
$104M 0.35%
361,573
-70,026
38
$95M 0.32%
2,527,307
-230,725
39
$94.1M 0.32%
1,421,799
-151,698
40
$93.2M 0.32%
1,276,911
-178,401
41
$87.1M 0.3%
1,186,270
-106,639
42
$86.9M 0.3%
2,662,535
-244,699
43
$80.3M 0.27%
412,667
-57,838
44
$77.9M 0.27%
1,020,635
-97,128
45
$75.4M 0.26%
1,357,897
-151,968
46
$52.5M 0.18%
1,054,848
+105,222
47
$49.9M 0.17%
565,620
-27,754
48
$49.8M 0.17%
947,992
+76,973
49
$42.3M 0.14%
330,484
+39,898
50
$36.9M 0.13%
577,647
+30,715
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