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
$18.6B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$339M
3
+$321M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.3M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$72.4M

Top Sells

1
+$1.75B
2
+$744M
3
+$174M
4
VUG icon
Vanguard Growth ETF
VUG
+$121M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.1M

Sector Composition

1 Industrials 0.15%
2 Healthcare 0.14%
3 Financials 0.1%
4 Consumer Discretionary 0.04%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.78M 0.03%
12,558
+7,361
52
$4.22M 0.02%
56,262
+4,972
53
$4.16M 0.02%
207,947
+20,482
54
$4.08M 0.02%
87,492
-154
55
$3.9M 0.02%
104,240
+9,797
56
$3.81M 0.02%
120,351
+152
57
$3.75M 0.02%
111,340
+33,106
58
$3.3M 0.02%
+37,719
59
$3.14M 0.02%
94,573
+46,324
60
$3M 0.02%
31,636
+2,768
61
$2.78M 0.02%
+87,121
62
$2.77M 0.01%
284,263
+16,953
63
$2.76M 0.01%
42,525
-2,902
64
$2.45M 0.01%
32,535
-12,622
65
$2.45M 0.01%
31,433
+24,438
66
$2.32M 0.01%
82,829
-8,700
67
$2.11M 0.01%
56,694
-38
68
$2.05M 0.01%
109,636
+15,462
69
$2.04M 0.01%
15,501
-57,332
70
$1.98M 0.01%
66,186
-6,580
71
$1.98M 0.01%
74,819
72
$1.86M 0.01%
63,340
+26,720
73
$1.84M 0.01%
62,380
+154
74
$1.79M 0.01%
79,174
-1,641,724
75
$1.78M 0.01%
30,973
+25,782
1 2
3
4 5