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
$2.99B
AUM Growth
+$825M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$740M
2
+$152M
3
+$103M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$68.4M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$28.9M

Top Sells

1
+$227M
2
+$140M
3
+$126M
4
DTE icon
DTE Energy
DTE
+$35.2M
5
ABBV icon
AbbVie
ABBV
+$1.56M

Sector Composition

1 Healthcare 1.2%
2 Utilities 0.8%
3 Industrials 0.74%
4 Financials 0.56%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.01%
+1,488
52
$370K 0.01%
11,423
+2,223
53
$337K 0.01%
24,876
-4,922
54
$326K 0.01%
+8,464
55
$273K 0.01%
5,671
+4,993
56
$267K 0.01%
+5,560
57
$267K 0.01%
1,510
-562
58
$261K 0.01%
3,081
+304
59
$235K 0.01%
25,350
+14,251
60
$211K 0.01%
5,427
-10,847
61
$206K 0.01%
+1,413
62
$205K 0.01%
+4,140
63
$192K 0.01%
+1,222
64
$167K 0.01%
11,568
+1,925
65
$160K 0.01%
3,632
+1,319
66
$155K 0.01%
+3,147
67
$134K ﹤0.01%
1,203
+962
68
$132K ﹤0.01%
+587
69
$126K ﹤0.01%
+1,236
70
$119K ﹤0.01%
+3,122
71
$118K ﹤0.01%
+912
72
$116K ﹤0.01%
+1,267
73
$109K ﹤0.01%
5,260
-57
74
$104K ﹤0.01%
+3,522
75
$98K ﹤0.01%
+643
1 2
3
4 5