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
$2.12B
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$194M
3
+$80.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$79.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$47M

Top Sells

1
+$6.3M
2
+$5.93M
3
+$4.9M
4
ALK icon
Alaska Air
ALK
+$2.17M
5
CXT icon
Crane NXT
CXT
+$1.53M

Sector Composition

1 Healthcare 1.21%
2 Industrials 1.04%
3 Utilities 0.91%
4 Financials 0.74%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.01%
3,794
-9
52
$233K 0.01%
5,095
+3,638
53
$186K 0.01%
5,132
-540
54
$177K 0.01%
12,139
+1,096
55
$133K 0.01%
5,395
-58
56
$131K 0.01%
2,857
-1,739
57
$123K 0.01%
2,464
-1,743
58
$93K ﹤0.01%
1,178
-782
59
$68K ﹤0.01%
1,084
-1,396
60
$41K ﹤0.01%
+3,502
61
$27K ﹤0.01%
516
-22
62
$25K ﹤0.01%
445
+12
63
$16K ﹤0.01%
325
-12
64
$13K ﹤0.01%
216
-1
65
$6K ﹤0.01%
185
-22
66
$5K ﹤0.01%
+32
67
$5K ﹤0.01%
+30
68
$4K ﹤0.01%
35
-65
69
$4K ﹤0.01%
+144
70
$3K ﹤0.01%
+96
71
$3K ﹤0.01%
+16
72
$3K ﹤0.01%
+7
73
$3K ﹤0.01%
+20
74
$3K ﹤0.01%
+27
75
$3K ﹤0.01%
+43
1 2
3
4 5