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
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$173M
3
+$133M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$109M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$75.2M

Top Sells

1
+$174M
2
+$9.12M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
ABT icon
Abbott
ABT
+$1.47M

Sector Composition

1 Industrials 0.5%
2 Healthcare 0.48%
3 Utilities 0.48%
4 Financials 0.43%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$404K 0.01%
7,695
+7,423
52
$349K 0.01%
6,926
+156
53
$339K 0.01%
4,781
+614
54
$272K 0.01%
1,441
-1,292
55
$258K ﹤0.01%
34,810
+1,354
56
$254K ﹤0.01%
4,384
+2,158
57
$243K ﹤0.01%
3,956
+1,646
58
$218K ﹤0.01%
10,493
-2,913
59
$173K ﹤0.01%
4,229
-164
60
$154K ﹤0.01%
2,890
+2,248
61
$149K ﹤0.01%
16,985
+2,759
62
$136K ﹤0.01%
3,544
+898
63
$107K ﹤0.01%
4,692
+2
64
$89K ﹤0.01%
3,514
-3,622
65
$84K ﹤0.01%
1,085
-43
66
$52K ﹤0.01%
458
-22
67
$51K ﹤0.01%
500
-400
68
$47K ﹤0.01%
+362
69
$47K ﹤0.01%
+1,317
70
$32K ﹤0.01%
277
-649
71
$32K ﹤0.01%
+381
72
$26K ﹤0.01%
+584
73
$25K ﹤0.01%
446
+6
74
$23K ﹤0.01%
139
-21
75
$23K ﹤0.01%
152
-581
1 2
3
4 5