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
$17.1B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$8.35M
3
+$5.66M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.53M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.05M

Top Sells

1
+$89.2M
2
+$36.1M
3
+$30M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.2M

Sector Composition

1 Industrials 0.13%
2 Financials 0.13%
3 Healthcare 0.12%
4 Utilities 0.1%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.11M 0.02%
87,646
+6,368
52
$4.06M 0.02%
120,199
-7,551
53
$3.92M 0.02%
187,465
+10,385
54
$3.81M 0.02%
51,290
+7,224
55
$3.76M 0.02%
94,443
+10,930
56
$3.65M 0.02%
45,157
+19,561
57
$3.64M 0.02%
132,334
+19,782
58
$3.07M 0.02%
+267,310
59
$3.05M 0.02%
109,477
+20,336
60
$2.9M 0.02%
45,427
-914
61
$2.65M 0.02%
91,529
+6,285
62
$2.63M 0.02%
28,868
+2,824
63
$2.49M 0.01%
78,234
-3,108
64
$2.39M 0.01%
46,946
+4,067
65
$2.2M 0.01%
72,766
66
$2.18M 0.01%
25,736
+3,269
67
$2.15M 0.01%
62,226
-2,875
68
$2.13M 0.01%
56,732
-2,471
69
$2.1M 0.01%
74,819
70
$2.06M 0.01%
94,174
+12,779
71
$1.9M 0.01%
33,723
-386
72
$1.89M 0.01%
65,883
-3,603
73
$1.89M 0.01%
5,197
+2,502
74
$1.66M 0.01%
12,280
+2,768
75
$1.61M 0.01%
48,249
+39,676
1 2
3
4 5