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
$2.12B
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$194M
3
+$80.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$79.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$47M

Top Sells

1
+$6.3M
2
+$5.93M
3
+$4.9M
4
ALK icon
Alaska Air
ALK
+$2.17M
5
CXT icon
Crane NXT
CXT
+$1.53M

Sector Composition

1 Healthcare 1.21%
2 Industrials 1.04%
3 Utilities 0.91%
4 Financials 0.74%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K ﹤0.01%
+80
77
$3K ﹤0.01%
+60
78
$3K ﹤0.01%
+11
79
$3K ﹤0.01%
+26
80
$3K ﹤0.01%
+20
81
$3K ﹤0.01%
+35
82
$3K ﹤0.01%
+27
83
$3K ﹤0.01%
+88
84
$3K ﹤0.01%
+23
85
$3K ﹤0.01%
+46
86
$3K ﹤0.01%
328
-10
87
$2K ﹤0.01%
+61
88
$2K ﹤0.01%
+13
89
$2K ﹤0.01%
+23
90
$2K ﹤0.01%
+28
91
$2K ﹤0.01%
+22
92
$2K ﹤0.01%
84
-9
93
$2K ﹤0.01%
23
-77
94
$2K ﹤0.01%
+48
95
$2K ﹤0.01%
+36
96
$2K ﹤0.01%
+30
97
$2K ﹤0.01%
+23
98
$2K ﹤0.01%
+28
99
$2K ﹤0.01%
+21
100
$1K ﹤0.01%
33
-195,617
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