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
$2.17B
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$16.4M
3
+$1.53M
4
VSAT icon
Viasat
VSAT
+$1.52M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.38M

Top Sells

1
+$3.7M
2
+$3.65M
3
+$3.4M
4
FAF icon
First American
FAF
+$982K
5
BK icon
Bank of New York Mellon
BK
+$777K

Sector Composition

1 Utilities 2.49%
2 Healthcare 1.26%
3 Industrials 1%
4 Financials 0.68%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.01%
9,200
-813
52
$210K 0.01%
2,777
-1,017
53
$131K 0.01%
5,317
-78
54
$108K 0.01%
9,643
+9,638
55
$106K ﹤0.01%
2,316
-2,779
56
$89K ﹤0.01%
2,032
-432
57
$89K ﹤0.01%
11,099
-1,040
58
$76K ﹤0.01%
1,216
+132
59
$61K ﹤0.01%
+2,313
60
$55K ﹤0.01%
668
-510
61
$36K ﹤0.01%
678
-2,179
62
$29K ﹤0.01%
1,508
+1,438
63
$28K ﹤0.01%
+241
64
$21K ﹤0.01%
383
-62
65
$13K ﹤0.01%
342
+17
66
$11K ﹤0.01%
+207
67
$3K ﹤0.01%
94
-91
68
$3K ﹤0.01%
+148
69
$2K ﹤0.01%
+36
70
$1K ﹤0.01%
+28
71
$1K ﹤0.01%
+35
72
$1K ﹤0.01%
+101
73
$1K ﹤0.01%
13
-203
74
– –
-96
75
– –
-16
1 2
3
4 5