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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$475M 1.02%
8,142,411
-143,279
27
$330M 0.71%
5,942,237
-15,538
28
$327M 0.7%
4,977,909
-36,483
29
$295M 0.63%
3,261,609
-86,053
30
$237M 0.51%
3,000,826
-109,579
31
$211M 0.45%
4,321,854
-158,533
32
$120M 0.26%
1,471,280
-96,131
33
$119M 0.26%
5,098,334
-1,657
34
$114M 0.25%
4,942,735
-127,418
35
$111M 0.24%
1,333,856
-20,465
36
$107M 0.23%
1,349,917
-38,410
37
$105M 0.23%
1,267,568
-21,149
38
$103M 0.22%
1,308,080
+3,641
39
$102M 0.22%
3,084,328
-162,677
40
$99.5M 0.21%
1,290,872
-50,058
41
$92.6M 0.2%
336,973
-6,704
42
$80.5M 0.17%
672,365
-18,006
43
$74.3M 0.16%
953,067
-12,318
44
$73.8M 0.16%
1,594,414
-422,758
45
$69.7M 0.15%
272,735
+5,128
46
$67.3M 0.14%
916,645
-18,907
47
$61.7M 0.13%
797,155
+36,814
48
$60.6M 0.13%
574,406
-8,421
49
$55.6M 0.12%
291,920
-17,870
50
$49.4M 0.11%
131,586
-222
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2
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