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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50.5M 0.13%
111,449
+89,036
52
$44.9M 0.12%
645,235
+101,177
53
$44M 0.12%
399,291
+170,394
54
$43.5M 0.12%
569,648
+32,969
55
$34.4M 0.09%
144,638
+139,556
56
$33M 0.09%
1,240,092
-89,518
57
$19.7M 0.05%
649,604
-11,248
58
$19.3M 0.05%
347,449
+76,991
59
$18M 0.05%
+113,401
60
$18M 0.05%
49,526
+38,894
61
$17.3M 0.05%
+168,344
62
$17.1M 0.05%
105,526
-4,803
63
$16.4M 0.04%
153,378
+14,495
64
$16.2M 0.04%
33,053
+32,213
65
$15.9M 0.04%
107,407
+23,162
66
$13.9M 0.04%
+148,917
67
$13.7M 0.04%
91,508
+8,386
68
$12.4M 0.03%
71,050
+19,100
69
$12.1M 0.03%
39,182
+17,851
70
$11M 0.03%
221,361
+5,547
71
$10.7M 0.03%
102,833
-3,068
72
$8.65M 0.02%
40,690
+23,534
73
$8.19M 0.02%
50,220
+41,780
74
$6.89M 0.02%
212,793
+7,150
75
$6.81M 0.02%
35,550
+680
1 2
3
4 5