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
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$33.9M
3
+$26.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$38M
2
+$5.93M
3
+$4.81M
4
ABT icon
Abbott
ABT
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.3M

Sector Composition

1 Healthcare 0.94%
2 Industrials 0.75%
3 Financials 0.68%
4 Utilities 0.55%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K ﹤0.01%
800
-4,760
77
$35K ﹤0.01%
202
-1,020
78
$32K ﹤0.01%
+661
79
$32K ﹤0.01%
+680
80
$30K ﹤0.01%
+600
81
$27K ﹤0.01%
+1,437
82
$26K ﹤0.01%
+281
83
$26K ﹤0.01%
+101
84
$25K ﹤0.01%
100
-487
85
$25K ﹤0.01%
369
-472
86
$24K ﹤0.01%
+510
87
$23K ﹤0.01%
+1,009
88
$22K ﹤0.01%
208
-1,059
89
$22K ﹤0.01%
+260
90
$21K ﹤0.01%
+766
91
$21K ﹤0.01%
200
-1,003
92
$20K ﹤0.01%
+141
93
$19K ﹤0.01%
+136
94
$19K ﹤0.01%
204
-1,032
95
$15K ﹤0.01%
+384
96
$15K ﹤0.01%
+280
97
$15K ﹤0.01%
+280
98
$15K ﹤0.01%
+100
99
$13K ﹤0.01%
161
-91
100
$13K ﹤0.01%
+375
2 3
4
5 6