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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$428M 1.24%
10,290,535
-368,138
27
$387M 1.12%
3,802,062
-65,921
28
$378M 1.1%
9,446,717
+772,824
29
$325M 0.94%
4,196,112
+374,997
30
$233M 0.68%
4,633,952
+292,354
31
$214M 0.62%
4,692,940
+873,205
32
$203M 0.59%
1,732,978
-247,576
33
$164M 0.48%
6,291,948
+496,696
34
$150M 0.44%
1,854,759
-7,601
35
$125M 0.36%
1,463,753
+260,230
36
$118M 0.34%
4,337,226
-703,112
37
$114M 0.33%
1,085,772
-38,707
38
$97.3M 0.28%
2,207,911
-112,763
39
$93.4M 0.27%
1,183,865
-17,528
40
$90.2M 0.26%
289,382
-2,693
41
$89.4M 0.26%
2,450,649
-69,323
42
$88.3M 0.26%
1,169,574
+3,775
43
$87.7M 0.25%
987,636
+110,752
44
$85.1M 0.25%
381,938
-5,301
45
$63.9M 0.19%
946,567
-271,835
46
$58.5M 0.17%
1,181,170
+83,489
47
$55.8M 0.16%
1,071,616
+64,717
48
$52.5M 0.15%
355,825
+7,397
49
$51.7M 0.15%
602,375
+14,421
50
$39.6M 0.11%
1,392,664
-3,282
1
2
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