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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$428M 1.14%
7,371,131
-2,449,215
27
$347M 0.93%
3,202,231
-347,029
28
$327M 0.87%
8,956,581
-41,040
29
$303M 0.81%
4,084,945
-73,609
30
$282M 0.75%
7,299,604
+865,871
31
$255M 0.68%
4,790,633
-56,052
32
$191M 0.51%
1,739,461
-8,781
33
$154M 0.41%
6,504,030
-35,698
34
$145M 0.39%
1,882,959
+69,886
35
$123M 0.33%
1,676,985
+508,913
36
$118M 0.31%
1,415,109
-20,823
37
$103M 0.27%
4,062,776
-36,216
38
$97.3M 0.26%
887,112
-153,915
39
$86.6M 0.23%
338,752
+41,896
40
$84.5M 0.23%
542,660
+147,463
41
$84.3M 0.23%
370,473
+6,934
42
$83.3M 0.22%
1,154,723
+11,390
43
$81M 0.22%
966,483
+8,009
44
$62.1M 0.17%
881,805
-19,997
45
$59.6M 0.16%
1,262,286
-878,882
46
$58M 0.15%
1,224,745
-16,242
47
$57M 0.15%
1,435,403
-894,181
48
$56M 0.15%
704,612
+65,017
49
$55.1M 0.15%
1,150,756
+17,188
50
$54.6M 0.15%
1,136,644
+1,062,630
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