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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.9M 0.11%
507,518
-95,754
52
$35.4M 0.1%
472,538
+61,795
53
$27.5M 0.08%
248,994
+10,863
54
$15.2M 0.04%
227,166
+28,444
55
$12.5M 0.04%
110,911
-16,404
56
$12.4M 0.04%
108,352
-4,499
57
$11.5M 0.03%
99,475
-397
58
$10.9M 0.03%
78,979
+9,327
59
$8.9M 0.03%
20,733
-391
60
$6.47M 0.02%
23,884
-1,791
61
$5.85M 0.02%
320,667
+1,581
62
$5.67M 0.02%
186,360
-28,549
63
$4.6M 0.01%
20,429
+75
64
$4.39M 0.01%
88,142
+46,346
65
$3.74M 0.01%
15,323
-48
66
$3.43M 0.01%
113,564
-7,997
67
$2.63M 0.01%
24,897
+8,187
68
$2.62M 0.01%
21,725
-2,276
69
$2.44M 0.01%
213,145
-17,256
70
$2.39M 0.01%
93,406
-99,600
71
$2.38M 0.01%
17,932
+3,604
72
$2.21M 0.01%
30,745
-1,277
73
$2.14M 0.01%
41,623
+757
74
$1.95M 0.01%
112,428
+11,220
75
$1.67M ﹤0.01%
6,142
-451
1 2
3
4 5