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
$4.21B
AUM Growth
+$777M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$232M
3
+$72M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$58.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$51.2M

Top Sells

1
+$4.86M
2
+$2.29M
3
+$1.38M
4
FAF icon
First American
FAF
+$1.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.18M

Sector Composition

1 Healthcare 0.61%
2 Financials 0.55%
3 Industrials 0.51%
4 Utilities 0.41%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K ﹤0.01%
+160
77
$22K ﹤0.01%
280
+2
78
$20K ﹤0.01%
707
+4
79
$19K ﹤0.01%
210
+1
80
$16K ﹤0.01%
+112
81
$16K ﹤0.01%
+135
82
$16K ﹤0.01%
+705
83
$15K ﹤0.01%
+305
84
$15K ﹤0.01%
272
-11
85
$14K ﹤0.01%
383
86
$13K ﹤0.01%
48
-17
87
$12K ﹤0.01%
327
+2
88
$11K ﹤0.01%
205
+3
89
$11K ﹤0.01%
+56
90
$10K ﹤0.01%
228
-173
91
$9K ﹤0.01%
+102
92
$9K ﹤0.01%
86
+7
93
$9K ﹤0.01%
312
+153
94
$8K ﹤0.01%
103
+63
95
$8K ﹤0.01%
73
+52
96
$8K ﹤0.01%
144
+5
97
$8K ﹤0.01%
+140
98
$8K ﹤0.01%
+107
99
$8K ﹤0.01%
+40
100
$8K ﹤0.01%
315
-310
2 3
4
5 6