Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$126M
3
+$88.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$43.6M

Top Sells

1
+$286M
2
+$71.2M
3
+$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36.9M 0.08%
793,060
+22,722
52
$36.1M 0.08%
760,811
-6,152
53
$35.1M 0.08%
693,283
-42,765
54
$30.8M 0.07%
414,460
-42,411
55
$29.8M 0.07%
353,239
-32,394
56
$26.3M 0.06%
+249,985
57
$23.3M 0.05%
588,875
-65,040
58
$20.2M 0.05%
792,209
+263,971
59
$19.7M 0.04%
200,825
-39,821
60
$19.4M 0.04%
175,640
-2,510
61
$19M 0.04%
45,278
-1,475
62
$18.2M 0.04%
34,769
-2,735
63
$17.7M 0.04%
80,784
+4,988
64
$16.9M 0.04%
309,829
+299,056
65
$16.7M 0.04%
640,482
-14,816
66
$15.9M 0.04%
92,641
-9,311
67
$15.1M 0.03%
+564,378
68
$13.9M 0.03%
477,802
-350,298
69
$13.9M 0.03%
76,265
-8,729
70
$13.6M 0.03%
263,692
-113,610
71
$13.5M 0.03%
89,504
+1,718
72
$13.4M 0.03%
265,485
+10,462
73
$13.3M 0.03%
81,729
-2,902
74
$13M 0.03%
258,886
-17,563
75
$12.9M 0.03%
+507,542
1 2
3
4 5