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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$324M 1.06%
6,788,823
-125,972
27
$295M 0.96%
9,508,396
+1,100,157
28
$251M 0.82%
3,131,565
-16,917
29
$236M 0.77%
9,013,030
-836,622
30
$204M 0.67%
4,860,845
+68,355
31
$202M 0.66%
2,725,871
+181,953
32
$112M 0.37%
1,781,173
-18,470
33
$107M 0.35%
4,728,566
+97,070
34
$104M 0.34%
1,717,979
-555,942
35
$97.9M 0.32%
5,180,504
-589,436
36
$97.5M 0.32%
1,740,517
+19,410
37
$94.2M 0.31%
1,382,525
+12,666
38
$91.1M 0.3%
1,356,307
-12,604
39
$85.5M 0.28%
1,479,263
+26,773
40
$77.6M 0.25%
862,454
-10,468
41
$70.1M 0.23%
339,379
-2,350
42
$67.5M 0.22%
375,926
-6,158
43
$64.7M 0.21%
503,335
-6,652
44
$64.4M 0.21%
1,129,620
-1,319
45
$51M 0.17%
1,105,843
-46,362
46
$50.9M 0.17%
713,840
+4,444
47
$49.4M 0.16%
1,359,346
+193,691
48
$47.9M 0.16%
1,088,758
-61,753
49
$45.3M 0.15%
1,159,184
-38,253
50
$45.1M 0.15%
1,318,936
-59,141
1
2
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