Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.1B
AUM Growth
+$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$114M
3
+$96.1M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$51.6M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$51.4M

Top Sells

1
+$216M
2
+$209M
3
+$39.4M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$25.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$18.9M

Sector Composition

1 Technology 0.34%
2 Financials 0.15%
3 Communication Services 0.14%
4 Consumer Discretionary 0.12%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$209K ﹤0.01%
+3,163
502
$207K ﹤0.01%
1,765
503
$207K ﹤0.01%
+3,302
504
$206K ﹤0.01%
15,055
505
$205K ﹤0.01%
+1,233
506
$205K ﹤0.01%
+7,961
507
$204K ﹤0.01%
+2,701
508
$188K ﹤0.01%
+17,750
509
$169K ﹤0.01%
+15,085
510
$134K ﹤0.01%
11,196
511
$129K ﹤0.01%
+11,428
512
$109K ﹤0.01%
12,200
513
$100K ﹤0.01%
10,973
514
$93K ﹤0.01%
+15,534
515
$90K ﹤0.01%
10,715
516
$12K ﹤0.01%
19,100
-19,100
517
$11.2K ﹤0.01%
10,072
-1
518
– –
-1,050
519
– –
-9,911
520
– –
-23,934
521
– –
-13,240
522
– –
-4,595
523
– –
-1,485
524
– –
-36,076
525
– –
-65,727
18 19 20
21
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