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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.6M 0.11%
802,345
+13,705
52
$37.3M 0.1%
796,589
-44,517
53
$36.9M 0.1%
776,218
-48,235
54
$35.5M 0.09%
530,925
-151,596
55
$31.7M 0.08%
495,551
-107,278
56
$26.5M 0.07%
815,900
-2,124,083
57
$23.1M 0.06%
208,606
-26,910
58
$22.6M 0.06%
227,256
-330,447
59
$22.6M 0.06%
508,842
-2,675,196
60
$19.5M 0.05%
842,942
-1,921,401
61
$19M 0.05%
811,209
-4,151,288
62
$18M 0.05%
196,016
+188,800
63
$17.3M 0.05%
42,216
-12,964
64
$16.8M 0.04%
625,282
+5,258
65
$15.3M 0.04%
95,894
-2,542
66
$14.6M 0.04%
85,630
-54
67
$14.6M 0.04%
88,426
+5,975
68
$14.3M 0.04%
293,205
-90,299
69
$13.9M 0.04%
100,658
-75,145
70
$13.7M 0.04%
539,077
+489,527
71
$13.1M 0.03%
53,596
-225,333
72
$11.3M 0.03%
39,186
-901
73
$11.1M 0.03%
144,584
-422,877
74
$10.9M 0.03%
473,274
+191,760
75
$10.4M 0.03%
32,259
+759
1 2
3
4 5