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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.3M 0.12%
1,212,480
+168,170
52
$26.9M 0.09%
390,075
+24,436
53
$26.4M 0.09%
238,468
+28,966
54
$15.1M 0.05%
139,763
+32,106
55
$14.1M 0.05%
163,559
-2,501
56
$14M 0.05%
130,776
+19,057
57
$12.5M 0.04%
200,722
+7,607
58
$10.9M 0.04%
111,708
-13,438
59
$10.9M 0.04%
256,795
+35,950
60
$10.7M 0.04%
91,581
+22,035
61
$10M 0.03%
84,682
+3,301
62
$9.28M 0.03%
84,236
+8,833
63
$8.69M 0.03%
65,461
+12,490
64
$8.39M 0.03%
39,195
-1,412
65
$7.47M 0.03%
19,905
+4,931
66
$7.11M 0.02%
64,944
+13,265
67
$6.54M 0.02%
71,694
+23,333
68
$6.53M 0.02%
54,865
+19,065
69
$5.63M 0.02%
26,666
-10,383
70
$5.49M 0.02%
24,674
-2,320
71
$4.95M 0.02%
192,804
-9,714
72
$4.78M 0.02%
188,242
+14,480
73
$4.43M 0.02%
20,354
-98
74
$4.29M 0.01%
313,640
-303,489
75
$4.17M 0.01%
17,972
-1,722
1 2
3
4 5