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
$20.7B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$80.1M
3
+$79.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$56.4M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$47.7M

Top Sells

1
+$331M
2
+$97.7M
3
+$64.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$37.7M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.12%
3 Financials 0.11%
4 Consumer Discretionary 0.06%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.69M 0.04%
41,704
+945
52
$8.66M 0.04%
206,677
+194,885
53
$7.43M 0.04%
138,263
+131,351
54
$6.76M 0.03%
62,604
+5,554
55
$6.76M 0.03%
319,488
+4,321
56
$6.24M 0.03%
152,411
+41,071
57
$5.61M 0.03%
64,607
-1,542
58
$5.61M 0.03%
72,099
+5,334
59
$4.88M 0.02%
60,694
+4,432
60
$4.61M 0.02%
291,760
+267,538
61
$4.53M 0.02%
206,832
-1,115
62
$4.46M 0.02%
120,173
-178
63
$4.35M 0.02%
104,741
+501
64
$3.91M 0.02%
+120,720
65
$3.89M 0.02%
11,940
-618
66
$3.52M 0.02%
+93,655
67
$3.35M 0.02%
+102,826
68
$3.32M 0.02%
49,042
+6,517
69
$3.25M 0.02%
33,676
+2,040
70
$2.73M 0.01%
252,015
-32,248
71
$2.47M 0.01%
82,354
-475
72
$2.31M 0.01%
30,805
+131
73
$2.31M 0.01%
31,496
-1,039
74
$2.25M 0.01%
74,819
75
$2.16M 0.01%
66,147
-39
1 2
3
4 5