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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.1M 0.09%
351,009
-150,873
52
$19.5M 0.09%
175,644
+160,319
53
$15.8M 0.07%
182,993
+180,185
54
$11.8M 0.05%
120,624
-13,699
55
$10.5M 0.05%
123,780
-38,314
56
$8.98M 0.04%
188,666
+50,657
57
$8.89M 0.04%
75,231
-14,736
58
$7.61M 0.03%
196,818
-232
59
$7.54M 0.03%
68,097
+9,538
60
$7.29M 0.03%
67,563
+38,294
61
$7.2M 0.03%
37,395
-2,230
62
$6.71M 0.03%
36,602
+17,234
63
$6.05M 0.03%
234,254
-1,440,650
64
$5.49M 0.02%
60,220
+30,924
65
$5.42M 0.02%
59,304
-3,908
66
$4.72M 0.02%
41,347
+24,878
67
$4.42M 0.02%
291,166
-12,636
68
$4.05M 0.02%
19,906
+13,363
69
$4.05M 0.02%
+178,581
70
$3.91M 0.02%
167,172
-95,378
71
$3.71M 0.02%
+11,964
72
$3.21M 0.01%
83,688
+56,380
73
$3.2M 0.01%
17,932
+15,462
74
$3M 0.01%
30,082
+14,039
75
$2.63M 0.01%
+10,616
1 2
3
4 5