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
$3.43B
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.5M
3
+$12.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.3M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.79M
4
ABT icon
Abbott
ABT
+$1.49M
5
GGG icon
Graco
GGG
+$1.09M

Sector Composition

1 Healthcare 0.82%
2 Industrials 0.81%
3 Financials 0.73%
4 Utilities 0.46%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$387K 0.01%
30,691
-2,034
52
$382K 0.01%
4,584
+179
53
$310K 0.01%
13,489
+3,214
54
$303K 0.01%
1,781
-154
55
$237K 0.01%
4,556
+2,860
56
$231K 0.01%
14,299
-17,129
57
$215K 0.01%
4,316
-2,377
58
$183K 0.01%
2,010
-8,763
59
$178K 0.01%
3,565
-547
60
$125K ﹤0.01%
+1,167
61
$108K ﹤0.01%
4,692
-465
62
$94K ﹤0.01%
1,589
-150
63
$92K ﹤0.01%
3,677
-4,465
64
$71K ﹤0.01%
+1,024
65
$70K ﹤0.01%
14,232
-3,936
66
$69K ﹤0.01%
1,964
+115
67
$67K ﹤0.01%
695
-191
68
$66K ﹤0.01%
200
+181
69
$64K ﹤0.01%
1,179
+269
70
$60K ﹤0.01%
756
-1,515
71
$59K ﹤0.01%
388
-2
72
$47K ﹤0.01%
950
-2,060
73
$35K ﹤0.01%
672
-1,707
74
$29K ﹤0.01%
+439
75
$26K ﹤0.01%
+97
1 2
3
4 5