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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$432M 1.15%
9,820,346
-219,351
27
$412M 1.09%
3,549,260
-83,382
28
$377M 1%
8,997,621
+618,209
29
$339M 0.9%
4,158,554
+338,155
30
$271M 0.72%
4,846,685
+133,751
31
$267M 0.71%
6,433,733
+1,012,695
32
$203M 0.54%
1,748,242
+125,312
33
$167M 0.45%
6,539,728
+628,244
34
$155M 0.41%
1,813,073
-12,361
35
$122M 0.32%
1,435,932
-9,842
36
$115M 0.31%
1,041,027
-20,997
37
$110M 0.29%
4,098,992
-16,962
38
$97M 0.26%
2,141,168
+2,537
39
$93.8M 0.25%
2,329,584
-26,244
40
$92.1M 0.24%
1,168,072
+3,531
41
$89M 0.24%
958,474
-10,165
42
$87.8M 0.23%
1,143,333
+9,359
43
$87.8M 0.23%
363,539
-9,362
44
$87M 0.23%
296,856
+11,750
45
$64.1M 0.17%
901,802
-14,242
46
$61.9M 0.16%
395,197
+25,348
47
$61M 0.16%
1,240,987
+37,397
48
$58.6M 0.16%
1,133,568
+39,163
49
$54.2M 0.14%
639,595
+38,765
50
$44.9M 0.12%
536,679
+18,528
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