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
$2.99B
AUM Growth
+$825M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$740M
2
+$152M
3
+$103M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$68.4M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$28.9M

Top Sells

1
+$227M
2
+$140M
3
+$126M
4
DTE icon
DTE Energy
DTE
+$35.2M
5
ABBV icon
AbbVie
ABBV
+$1.56M

Sector Composition

1 Healthcare 1.2%
2 Utilities 0.8%
3 Industrials 0.74%
4 Financials 0.56%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$86K ﹤0.01%
+3,765
77
$85K ﹤0.01%
1,701
-331
78
$85K ﹤0.01%
1,666
-650
79
$83K ﹤0.01%
1,511
+1,128
80
$76K ﹤0.01%
835
+167
81
$63K ﹤0.01%
+1,204
82
$62K ﹤0.01%
+332
83
$59K ﹤0.01%
+841
84
$50K ﹤0.01%
+614
85
$49K ﹤0.01%
793
-423
86
$48K ﹤0.01%
+1,830
87
$29K ﹤0.01%
+252
88
$25K ﹤0.01%
+1
89
$12K ﹤0.01%
322
-20
90
$9K ﹤0.01%
125
+112
91
$8K ﹤0.01%
+67
92
$7K ﹤0.01%
+3,697
93
$5K ﹤0.01%
212
-1,296
94
$2K ﹤0.01%
+34
95
$2K ﹤0.01%
+110
96
$1K ﹤0.01%
+9
97
$1K ﹤0.01%
+51
98
$0 ﹤0.01%
+5
99
– –
-47
100
– –
0
1 2 3
4
5