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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$456M 1.21%
3,876,523
+176,331
27
$322M 0.86%
9,698,524
-176,164
28
$320M 0.85%
5,971,690
-113,438
29
$289M 0.77%
3,475,017
+233,689
30
$243M 0.65%
5,054,836
+125,955
31
$227M 0.6%
2,980,018
+855
32
$129M 0.34%
1,807,759
-40,720
33
$123M 0.33%
1,719,167
-33,309
34
$115M 0.31%
1,683,727
-40,395
35
$115M 0.3%
5,473,152
-59,212
36
$112M 0.3%
4,764,470
+74,824
37
$102M 0.27%
1,386,721
-17,444
38
$99.6M 0.26%
1,307,477
-25,740
39
$96.3M 0.26%
1,457,612
-31,214
40
$83.8M 0.22%
814,940
-25,724
41
$79M 0.21%
386,867
+10,291
42
$76.5M 0.2%
337,213
+1,166
43
$73.4M 0.19%
1,085,146
+41,292
44
$55.9M 0.15%
757,512
+45,125
45
$52M 0.14%
1,151,709
-1,013,186
46
$51.7M 0.14%
340,496
-98,645
47
$47.6M 0.13%
441,403
-11,496
48
$47.5M 0.13%
1,125,520
-21,111
49
$47.3M 0.13%
1,016,472
+17,290
50
$46.1M 0.12%
1,237,876
-36,289
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