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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.3M 0.11%
980,599
-14,661
52
$48M 0.1%
1,832,416
-26,874
53
$46M 0.1%
1,122,760
-472
54
$41.2M 0.09%
830,246
+32,252
55
$39.7M 0.09%
1,429,530
-34,993
56
$38.5M 0.08%
591,062
+28,878
57
$37.2M 0.08%
167,436
+11,689
58
$33.1M 0.07%
734,069
-23,277
59
$32M 0.07%
185,220
-2,319
60
$31.5M 0.07%
662,134
-20,390
61
$30.8M 0.07%
402,197
-25,080
62
$28M 0.06%
369,786
-50,698
63
$26.2M 0.06%
635,513
-10,191
64
$25.5M 0.05%
275,010
-29,122
65
$20.9M 0.04%
94,416
-1,982
66
$20.5M 0.04%
261,640
-6,125
67
$20.3M 0.04%
393,466
-5,172
68
$19.7M 0.04%
35,256
+542
69
$19.1M 0.04%
407,310
+87,752
70
$17.8M 0.04%
93,411
-8,502
71
$17.3M 0.04%
112,038
-4,779
72
$17.2M 0.04%
82,030
+4,155
73
$16.5M 0.04%
167,236
-15,934
74
$16.4M 0.04%
322,063
-81,859
75
$16.2M 0.03%
147,015
-6,511
1 2
3
4 5