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
$3.43B
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.5M
3
+$12.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.3M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.79M
4
ABT icon
Abbott
ABT
+$1.49M
5
GGG icon
Graco
GGG
+$1.09M

Sector Composition

1 Healthcare 0.82%
2 Industrials 0.81%
3 Financials 0.73%
4 Utilities 0.46%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K ﹤0.01%
280
-1
77
$22K ﹤0.01%
278
+18
78
$21K ﹤0.01%
+151
79
$20K ﹤0.01%
209
+1
80
$18K ﹤0.01%
401
-109
81
$18K ﹤0.01%
+376
82
$17K ﹤0.01%
+140
83
$17K ﹤0.01%
703
-63
84
$17K ﹤0.01%
+65
85
$17K ﹤0.01%
+293
86
$17K ﹤0.01%
+250
87
$17K ﹤0.01%
+625
88
$17K ﹤0.01%
+233
89
$17K ﹤0.01%
+208
90
$16K ﹤0.01%
+305
91
$16K ﹤0.01%
+313
92
$15K ﹤0.01%
283
-515
93
$13K ﹤0.01%
325
+2
94
$12K ﹤0.01%
383
-1
95
$12K ﹤0.01%
+3,754
96
$11K ﹤0.01%
+696
97
$11K ﹤0.01%
+186
98
$11K ﹤0.01%
+216
99
$11K ﹤0.01%
+126
100
$11K ﹤0.01%
+202
2 3
4
5 6