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
$18.3B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$439M
3
+$342M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$296M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$260M

Top Sells

1
+$163M
2
+$89.5M
3
+$61.6M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$52.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$46.5M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.13%
3 Financials 0.12%
4 Utilities 0.11%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.35M 0.02%
127,750
-1,046
52
$3.61M 0.02%
81,342
+1,493
53
$3.56M 0.02%
177,080
+5,090
54
$3.51M 0.02%
+19,331
55
$3.49M 0.02%
81,278
-5,269
56
$3.34M 0.02%
83,513
-6,109
57
$3.25M 0.02%
+44,066
58
$3.03M 0.02%
112,552
-650,306
59
$2.98M 0.02%
53,717
-6,622
60
$2.6M 0.01%
46,341
-4,956
61
$2.5M 0.01%
85,244
-8,148
62
$2.32M 0.01%
+26,044
63
$2.25M 0.01%
89,141
-5,561
64
$2.18M 0.01%
42,879
-37,707
65
$2.14M 0.01%
65,101
-23,862
66
$2.08M 0.01%
59,203
-5,951
67
$2.05M 0.01%
74,819
68
$2.03M 0.01%
72,766
-7,683
69
$1.98M 0.01%
25,596
-5,608
70
$1.94M 0.01%
22,467
+9,870
71
$1.93M 0.01%
+69,486
72
$1.88M 0.01%
81,395
+4,561
73
$1.85M 0.01%
34,109
+1,382
74
$1.82M 0.01%
33,763
+7,484
75
$1.74M 0.01%
53,571
-5,032,793
1 2
3
4 5