Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$126M
3
+$88.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$43.6M

Top Sells

1
+$286M
2
+$71.2M
3
+$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$487M 1.1%
4,206,542
+52,447
27
$345M 0.78%
6,315,825
+157,463
28
$307M 0.69%
4,991,915
-156,259
29
$299M 0.67%
3,461,898
-13,881
30
$251M 0.57%
5,244,159
-329,132
31
$228M 0.51%
2,949,719
-13,457
32
$156M 0.35%
1,786,214
-34,864
33
$142M 0.32%
1,553,671
-85,583
34
$133M 0.3%
1,667,276
-27,997
35
$129M 0.29%
1,703,912
-12,539
36
$129M 0.29%
5,220,144
-86,748
37
$119M 0.27%
1,362,351
-32,188
38
$114M 0.26%
4,974,144
-43,464
39
$110M 0.25%
1,327,811
-5,555
40
$92.2M 0.21%
779,046
-13,885
41
$91.9M 0.21%
353,664
-16,618
42
$85M 0.19%
313,963
-10,134
43
$70.3M 0.16%
991,786
-30,828
44
$62.9M 0.14%
866,097
+4,106
45
$62M 0.14%
1,360,023
+3,583
46
$59.2M 0.13%
1,852,556
+1,329,696
47
$58.4M 0.13%
542,675
+39,846
48
$48.2M 0.11%
1,086,590
-20,253
49
$48.2M 0.11%
257,793
-30,987
50
$43.7M 0.1%
1,186,708
-1,212
1
2
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