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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43.1M 0.14%
956,616
+108,546
52
$38.5M 0.13%
375,673
-223,594
53
$37M 0.12%
701,919
+7,670
54
$36.8M 0.12%
763,984
+145,708
55
$36.4M 0.12%
330,658
-30,737
56
$35.9M 0.12%
100,098
-7,433
57
$33.8M 0.11%
584,790
+4,007
58
$26.4M 0.09%
140,591
-7,525
59
$26.3M 0.09%
1,071,456
-92,956
60
$24.4M 0.08%
567,983
+321,387
61
$23.3M 0.08%
241,983
+4,840
62
$22.6M 0.07%
992,735
+515,248
63
$22.5M 0.07%
717,535
+408,588
64
$16.1M 0.05%
130,270
+16,727
65
$15.8M 0.05%
611,604
-7,276
66
$15.3M 0.05%
72,782
+29,774
67
$15M 0.05%
203,966
+115,894
68
$14.6M 0.05%
340,546
-25,194
69
$12.4M 0.04%
150,260
-13,049
70
$12.4M 0.04%
104,128
-7,022
71
$11.8M 0.04%
94,514
+10,742
72
$11.7M 0.04%
28,975
-2,401
73
$11.6M 0.04%
86,252
-13,687
74
$11.5M 0.04%
42,921
-2,557
75
$10.8M 0.04%
78,501
-2,877
1 2
3
4 5