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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.7M 0.11%
544,058
+52,186
52
$37.3M 0.1%
1,329,610
+24,548
53
$25.3M 0.07%
228,897
-5,354
54
$20.8M 0.06%
660,852
+16,324
55
$16.2M 0.04%
270,458
+33,052
56
$15.8M 0.04%
138,883
+34,036
57
$14.9M 0.04%
110,329
+6,251
58
$14.9M 0.04%
83,122
-8,764
59
$12.5M 0.03%
215,814
-3,592
60
$12.4M 0.03%
84,245
+5,875
61
$12M 0.03%
105,901
+52,754
62
$10.7M 0.03%
22,413
+1,368
63
$9.22M 0.02%
51,950
+14,568
64
$8.8M 0.02%
+67,949
65
$8.06M 0.02%
161,977
+152,297
66
$7.17M 0.02%
21,331
-2,541
67
$7.14M 0.02%
205,643
+13,026
68
$7.02M 0.02%
34,870
+1,936
69
$6.54M 0.02%
250,367
-52,559
70
$5.73M 0.02%
40,698
-5,916
71
$4.23M 0.01%
10,632
-435
72
$4.17M 0.01%
+263,110
73
$3.88M 0.01%
17,156
-2,465
74
$3.78M 0.01%
74,014
+31,655
75
$3.38M 0.01%
19,423
+4,693
1 2
3
4 5