Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
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
+$261M
2
+$195M
3
+$78.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$78.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$45.7M

Top Sells

1
+$7.26M
2
+$6.15M
3
+$4.9M
4
ALK icon
Alaska Air
ALK
+$2.23M
5
CXT icon
Crane NXT
CXT
+$1.5M

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%
+48
88
$2K ﹤0.01%
+61
89
$2K ﹤0.01%
+13
90
$2K ﹤0.01%
+23
91
$2K ﹤0.01%
+28
92
$2K ﹤0.01%
+22
93
$2K ﹤0.01%
84
-9
94
$2K ﹤0.01%
23
-77
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
1 2 3
4
5