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
$4.21B
AUM Growth
+$777M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$232M
3
+$72M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$58.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$51.2M

Top Sells

1
+$4.86M
2
+$2.29M
3
+$1.38M
4
FAF icon
First American
FAF
+$1.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.18M

Sector Composition

1 Healthcare 0.61%
2 Financials 0.55%
3 Industrials 0.51%
4 Utilities 0.41%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.01%
6,770
-321
52
$359K 0.01%
33,456
+2,765
53
$328K 0.01%
13,406
-83
54
$304K 0.01%
4,167
-417
55
$247K 0.01%
11,821
-2,478
56
$223K 0.01%
4,393
-163
57
$182K ﹤0.01%
7,136
+3,459
58
$176K ﹤0.01%
3,282
-1,034
59
$120K ﹤0.01%
2,310
-1,255
60
$116K ﹤0.01%
14,226
-6
61
$110K ﹤0.01%
2,226
-8,884
62
$110K ﹤0.01%
4,690
-2
63
$108K ﹤0.01%
2,646
+682
64
$103K ﹤0.01%
733
+582
65
$91K ﹤0.01%
926
-1,084
66
$79K ﹤0.01%
1,128
-461
67
$76K ﹤0.01%
+900
68
$72K ﹤0.01%
214
+14
69
$61K ﹤0.01%
781
+25
70
$54K ﹤0.01%
480
-215
71
$53K ﹤0.01%
390
+2
72
$34K ﹤0.01%
642
-537
73
$32K ﹤0.01%
+595
74
$26K ﹤0.01%
+440
75
$23K ﹤0.01%
281
+1
1 2
3
4 5